How to keep report snapshots
Freeze a report exactly as it is, keep a history of month-end or board versions, and restore any of them later. Narrated.
The steps
- 1A snapshot freezes a report exactly as it is now: the numbers, the charts and the layout. Choose Snapshots in the toolbar.
- 2Choose Take a snapshot. It's named with the date and time, and kept in this list.
- 3Every snapshot stays, so you can keep this month's close alongside last month's, or the version you showed the board.
- 4Restore brings a snapshot back into the report when you need that exact version again. It replaces the current layout, so you're asked to confirm first.
Try it on your own data
Connect a datasource and ask your first question. Your first report is free, with no card and no deadline.