What are Categories in Snapshot.Live?
Categories are a way of identifying or grouping certain Dashboards together.
For example: a Category might be Sales and all Dashboards relating to Sales could be within that Category.
Only Adminstrators and Users who can add Dashboards can add Cateogories to Snapshot.Live
a ticket by sending an email to Support@Plus.Live or use the “Chat” option (note – only available
Pricing Snapshot and Snapshot.Live Fair Cost Policy
Plus Software has a Fair Cost policy for Customers on our desktop Snapshot, SnapshotBI.com. If an existing Customer of the desktop SnapshotBI wants to use Snapshot.Live (Cloud and Desktop Snapshot) either to replace SnapshotBI, or to use alongside, ...
Custom Report Formats - Reports and Categories
New report formats can be created by clicking the Add button in the Custom Report Formats section. These reports can be fresh (with no categories) or use one of the Plus Software designed Templates which come with some categories pre-populated. Once ...
Initial Setup of Snapshot.Live
Article Summary This article outlines the initial steps to set up Snapshot.Live and connect to your Business System. We assume you have set up a Company Portal and Users on Plus.Live - if not, click here. NOTE: There are some great Getting Started ...
2. Connect Business System to Sales.Live
Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live. This connection is via something we call a Data Connector. This allows the sharing of information between your ...
4. Set Up User Group(s) in Sales.Live
In Sales.Live, you can control what Users have access to which Applications by using User Groups and Users. This is done at the Portal Level. To see how to set this up, CLICK HERE and follow the steps. Need further information? Send an email ...