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Adaptive Planning
Last Updated: 2023-06-23
View the Snapshot from Dashboards

View the Snapshot from Dashboards

Security:
View Snapshot
permission.
Perspective snapshots are static images of all dashboards and charts in the perspective. Others can create snapshots and share them with you to capture a static view of data within parameters that they define. When you also have the
Create and Schedule Snapshot
permission, you can create snapshots and share them with others. You can find the snapshots you've shared and the snapshots shared with you from
Dashboards
Snapshots
. When you don't have access to Dashboards, you can download snapshots from your email inbox or your Workday notifications.
  1. Select
    Dashboards
    from the main menu.
  2. From the side menu, click
    Snapshots
    .
  3. From the list of snapshots, click the snapshot name to download the PDF to your computer.
    From the list of snapshots, you can also hover until the
    Actions menu
    icon displays. Then, click the icon and select
    Download
    .
  4. (Optional) To delete snapshots, click the
    Actions menu
    icon and select
    Delete
    .
    When you created the snapshot, deleting it deletes all copies from the
    Snapshots
    folder of everyone. When you receive the snapshot, deleting it deletes only your copy of the snapshot.