How to Create a Dashboard Snapshot

  1. Go to Dashboards.

  2. Select desired Dashboard.

  3. In the Dashboard Settings section:

    1. Click either or Schedule Snapshot (Based on your current layout).

    2. In the Create & Schedule Snapshot menu:

    3. Enter a Snapshot Label.

    4. Enter a Snapshot Name.
      info Note that the name must be unique among the snapshots you have created. If you enter a name that you have already used for another snapshot, the system displays the following error message.

      A snapshot with this name already exists. Choose a different name.
      


      ErrorMessage.png
    5. Select Frequency.
      info Following options are available:
      Daily
      Weekly
      Monthly

    6. Select Earliest Run Time.
      info Calculation starts after this time. If empty, runs after midnight.

    7. Select Time Zone.

  4. Click Schedule.

You will be redirected to the Snapshot Page where first calculation takes place.