Snapshots
The Snapshot
Manager enables you to view, export, re-run, send via email, and schedule
snapshots of dashboards and dials. These actions can all be performed
by selecting them from the drop-down menu next to Run Snapshot in the
upper right corner.
The tabs for the Run Snapshot, Download as, Send via Email, and Manage
Schedules dialogs overlap to some extent. Below is a list of the tabs
in these dialogs and their various options:
- Settings Tab
- Output Format: Select the format you want to use. The
default view is printer-view, but you can also choose to display
one dial
per page.
- Dial Display: Select which elements of the dial or dashboard should
be visible in the snapshot.
- Parameters Tab: The options here
depend on the dimensions and other elements represented in the snapshot
or dial. Use the drop-down menus to configure the parameters you want
to use for the snapshot.
- Recipients: Select the departments,
levels, or individuals you want to receive the snapshot by clicking
one to highlight it, then clicking Add Selected. Use CTRL+Click to
select multiple options.
To remove a recipient, mouse over it to highlight it, then click the
small red delete icon that appears in its row.
- Schedule Tab:
- Schedule: Use this drop-down
menu to select a previously-created schedule, or click the + button
to create a new one.
- Name: Give your schedule
a name.
- Run: Select how frequently
the schedule should run.
- Days of Schedule/Day of Month:
Select the days of the week or day of the month you want the schedule
to run.
- Time: Select the time you
want the schedule to run.
- Active: Check the check box
to activate the schedule, or uncheck it to deactivate it but save
it for future use.
- Delete: Delete the schedule.
- Save: Save your changes.
- Close: Close the window.