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Snapshots

Snapshots are saved views of a client's data.

  • Snapshots are read-only. Only the live data (i.e. no snapshots loaded) can be edited.
  • Snapshots can be exported as excel files, just as live data.
  • Snapshot data aren't affected by changes to the globals

Save a snapshot​

On the Snapshots tab, click Add at the bottom. You can give it a title or leave it with the default title which is the date and time it was created. Then click Save.

Load a snapshot​

On the Snapshots tab, select one entry from the list and click Load at the bottom.

note

When viewing a snapshot, there's an indication at the top right of the page of which snapshot you are viewing.

Unload a snapshot/Go back to live data​

After having loaded a snapshot, on the Snapshots tab, click the Back to Live Data button at the bottom of the list.

Edit a snapshot​

On the Snapshots tab, click on an entry from the list. You can only edit it's title.

note

A snapshot's data is read-only. Only the live data (i.e. no snapshots loaded) can be edited.

Delete a snapshot​

On the Snapshots tab, select one or more entries from the list, then click Delete.

danger

This operation is irreversible.

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