Locate and View an Existing Report Snapshot
- On the NextGen® Enterprise PM main menu, select Reports > Snapshots.
The Report Snapshots window opens.
- Enter the search criteria that you want to use to locate the report snapshot that you want to view. You can enter one or more of the following criteria:
- Description- Enter a description of the snapshot in the Description field.
- Report Title- Select the title of the report for which the snapshot was created from the Report Title drop-down list.
- Enhanced Report- It indicates if the report is enhanced or legacy.
- Created By- Select the name of the user who created the snapshot you want to access in the Created By drop-down list.
- Snapshot creation date range- Enter dates in the Create Dt From and the Create Dt To fields to indicate the time frame when the snapshot was created.
- Select Find.
The search results display in the Report Snapshots list.
- Double-click on the report snapshot you want to view.
The report snapshot opens. You can view but cannot edit the report snapshot.Note: When you create a snapshot of an enhanced report. On the report toolbar only the search, refresh, and close buttons are enabled.
- Select Close to exit the Report Snapshots window.