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, ...
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 ...
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 ...
Moving from Trial Snapshot to Business Plan
Article Introduction This article explains how to move from a Trial (or Free) to a paid Business Plan for any of the Plus.Live Products. Changing Plans You can move from Trial to Business Plan under the User Menu Item from the Plus.Live ...
2. Connect Business System to Snapshot.Live
Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Snapshot.Live This connection if via something we call a Data Connector - it allows the sharing of information between your ...