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Restricting P&L Dashboard to a specific second GL segment in Snapshot
Restricting P&I dashboard to a specific second GL segment needs to be done as a Custom dashboard. By way of further explanation, this is a Custom dashboard with a parameter that is a non visible set and linked to a filter. From here you need to ...
Showing data from multiple databases in one dashboard within Snapshot
Yes, it is possible to have data from multiple databases in one Dashboard. Your Partner or Plus Software will need to add your Data Source (in your Dashboard Designer), then choose fields and build Dashboard items into the Dashboard. For assistance ...
Snapshot Web Dashboards data refresh
IMPORTANT - This article refers to the Web Dashboard Module for the Desktop version of Snapshot - NOT Snapshot.Live, the Cloud Dashboarding tool. The Snapshot Web Dashboards module does not automatically refresh, like the option in the Desktop ...
Custom pass through parameter with multiple values
When in the Snapshot Dashboard Design mode, you can have a pass through parameter that has multiple values within Snapshot Business Intelligence. For example you may have a Sales Rep dashboard and a specific rep may have 2 rep codes. You can pass ...
Snapshot display of information from another Excel spreadsheet
Snapshot can display information from another Excel spreadsheet because the latest build of Dev Express (user interface control software) has given Plus Software developers the ability to pull data directly from spreadsheets. NOTE: Contact Plus ...
Viewing New Dashboards in Snapshot
If you are not an administrator, then you will not see New Dashboards automatically. The Administrator needs to assign any new Dashboards to your login. This is a security measure as Snapshot is permission based. Ask your Partner or Plus for more ...
Automating Dashboard to run at a certain time
At this time, you cannot automate a Dashboard to run at a certain time. This is on the development schedule.
Sharing information from a Snapshot Dashboard
You can share the entire Dashboard by sending it as a PDF or image. Alternatively, if there is information within a Dashboard that is within a Table, that can be shared via MS Excel, or image or PDF. To do this, look for an icon on the top right of a ...
Updating Snapshot data to synch with financial system
You cannot update data in Snapshot and have it feedback to the financial system. NOTE: This is a one way view only.
Setting up Snapshot Dashboards on an iPad or iPhone
Using the Web Dashboards module, you can set up Dashboards for viewing on an iPad or iPhone. You could also view these Dashboards through a Remote Session See the Web Dashboards installation manual here Or speak to your partner or Plus Software for ...
Reporting across different Departments within Snapshot
In reporting across different Departments, the Profit and Loss Standard GL and Budget Analysis – Any Date Range is used. This is based on a normal master sub account GL structure with Departments and Branches. Ask your Partner or Plus for more ...
Reporting across other databases within Snapshot
You can report across any SQL or other database from within the same Snapshot login. The custom connection strings under Settings is used by Plus Software and Partners to pull data from multiple different sources / databases into one Dashboard. Ask ...
Updating Dashboards within Snapshot
This is done under SETTINGS/CHECK FOR NEW DASHBOARDS. Note: Only the administrator has the rights to update dashboards.
Running a Community or Custom Dashboard across any Company Databases without combining data
Install SnapShot for each company i.e. if you have 3 companies, you would have 3 SnapShot installs. These would all point towards their own SnapShot databases, which in turn would point to the specific Financial Company. You would have to run 3 ...
Reporting across Multiple Companies in Snapshot
With just one log in, you can report across multiple companies through Custom Dashboards. The two main ways to achieve this is to either make use a view that references the names of the database and table name or to use Custom Connection strings. ...
Changing the Currency Symbol in Snapshot
The currency symbol is linked to the Country General Settings. Therefore whatever the Local or Server version of Snapshot has as the Currency Symbol, Snapshot will revert to that symbol.
Transaction Dates when running Profit and Loss in Snapshot
The transaction date limits the drill down detail that makes up the balance of the accounts. You may run the P&L for a year but you only need the detail for last month for example. The greater the date range, the greater the data is that has to be ...