Scheduling Report Snapshots

Last Updated: 05/03/2018 Introduced in Version: 2.0

A snapshot is a record of the reported entities’ state at the moment the snapshot was taken.  A user can take a snapshot manually or snapshots can be configured to be taken on a schedule.  Snapshots are used in reports and can help track trends.

Even if a report is configured to take snapshots automatically, a user can still take a snapshot manually using the Save a Snapshot button.

To set report snapshots to run on a schedule go to the Report Designer. In the Properties Panel under the Report section, select the Enable Snapshot checkbox.  Then select the Run Snapshot on Schedule checkbox, and enter a value in the Minutes, Hours, or Days field.

Example

The goal of this example is to:

  1. Create a report.
  2. Enable snapshots for it.
  3. Set the option to run snapshots on a schedule.

Begin by navigating to a Designer Project folder, click the Create Report/Page button, and select Create Report.

 

 

In the Create Report popup window, name the report, and click OK to open it in the Report Designer.

 

 

Begin building the report by adding a data source. Under the Data Sources column click Add > Common > and select Folder Data Source.

 

 

Next add three columns to the report. Under the Data Fields column click Add and select Entity Name, Folder Type Name, and Nesting Level.

 

 

To schedule snapshots to be taken automatically, the snapshot feature must be enabled. In the Properties Panel select the Enable Snapshot checkbox.

 

 

In the Report Access section, click the Run Snapshot on Schedule checkbox.

 

After this checkbox is selected, additional fields are displayed allowing the user to set the time interval for when each snapshot should be taken. Set the interval for 10 minutes and select the Start Immediately checkbox to begin taking snapshots on a schedule.

 

 

Additional Resources