Creating Snapshots

Once you have a report, you can add a Snapshot to

  • gather the data by specified time slices
  • consolidate the data by groupings
  • present the data visually in a graph or totals

Using the image below, we'll take you through the steps of creating a Snapshot.

 Snapshots 1
  1. In your Report, click the Snapshot tab.
  2. Give your Snapshot a name.
  3. Decide what time frequency to base your data time slices on.
  4. Pick from Count, Sum, Average, Minimum, and Maximum.
  5. Optionally group by one of the Report columns.
  6. Optionally select Ascending or Descending
  7. Optionally choose a second column to group by.

Save your Snapshot.

It will then be available to display the results in

  • the Data tab in Reports: Choose the Snapshot just above the Report results (see the dropdown at the lower-left of the image below)
  • Dashboard widgets.
 Snapshots 2

Adding this Snapshot to a Dashboard widget with the following settings will display the resulting image. You can add multiple Snapshots from multiple Reports to a widget for comparison. In this example, you might also want to show the quantities of put and count orders in the queue.

 Snapshots 3 4