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Adaptive Planning
Last Updated: 2023-06-23
Create Perspective Snapshots

Create Perspective Snapshots

  • A perspective with dashboards and charts that you created or that someone shared with you.
  • Security:
    Create and Schedule Snapshots
     permission.
Perspective snapshots are static images of all dashboards and charts in the perspective. You can create snapshots and share them with others to capture a static view of data within parameters that you define.
Currently, Reports and Sheets are not supported in snapshots input.
You can:
  • Create snapshots for your own use.
  • Share snapshots for immediate, one-time delivery to other users.
  • Schedule shared snapshots for automatic, recurring delivery to other users.
  • Change the schedule of shared snapshots.
  • Pause scheduled snapshots.
Recipients of shared snapshots receive links to snapshots from their email or Workday notifications. Recipients don't require access to Dashboard to view snapshots they receive through email.
When recipients have the
View Snapshots
 permission, they can also download snapshots from
Dashboards
Snapshots
 until you delete the snapshot.
All snapshots save as PDFs with the filename of the perspective.
  1. Select
    Dashboards
     from the main menu.
  2. Hover over the perspective that you want to share as a snapshot until the
    Actions menu
     icon displays.
  3. Click the
    Actions menu
     icon.
  4. As you complete the task, consider:
    Option Description
    New Snapshot
    Creates a one-time snapshot that you can share with others.
    New Snapshot Schedule
    Creates a recurring, scheduled snapshot that you can share with others.
    Snapshot Schedules
    Only displays when you have scheduled snapshots. To review or change the scheduling, hover and click the snapshot that displays. To pause the schedule, go to
    Snapshots
     and use the
    Actions menu
    .
  5. As you complete the prompts, consider:
    Option Description
    Name
    Available for schedules only. 50 character limit.
    To
    Enter usernames of the recipients of the snapshot.
    Send a copy to me
    Select when you want to receive a copy of the snapshot in your email. When you don't select this option, you still have access to the snapshot in
    Dashboards
    Snapshots
    .
    Frequency
    Available for schedules only.
    Select how often you want to the snapshot to send.
    Time
    Select the time in 5-minute increments.
    Time Zone
    Select the time zone of the scheduled timing.
    Orientation
    Select the orientation that best presents the perspective:
    Landscape
     or
    Portrait
    . The contents of snapshots scale to fit the PDF format you select.
    Page size
    Select the page size that best accommodates the perspective dashboards.
  • To delete snapshots that you created, go to
    Snapshots,
     and use the
    Actions menu
     to select
    Delete
    . When you created the snapshot, deleting it deletes all copies from the folder of everyone. When you receive the snapshot, deleting it deletes only your copy of the snapshot.
  • To pause or delete snapshot schedules, go to
    Schedules,
     and use the
    Action menu
     to select
    Pause
    .