BI Snapshots

  • Snapshot one of Axelor BI features that allow taking snapshots for dashboards

  • click on Snapshots entry menu will redirect to a grid of snapshots grouped by dashboard

snapshot entry menu

Snapshots

Snapshot view

Snapshot view contains 3 sections, overview panel, charts panel and comments section.

Snapshot view

Overview

it contains general information about the snapshot, the dashboard, snapshot date, last amendment date, author and description.

Snapshot overview

Charts

The list of charts of the dashboard

Snapshot charts

Each chart has a Capture and CSV data that can be downloaded from the button on toolbar of chart view.

Chart toolbar

Create snapshots

In toolbar of Dashboard view, an entry menu Snapshots with two sub entries:

  • All Snapshots: Redirect to a new window with list of dashboard’s snapshots

  • Take a snapshot: It generate a snapshot for the current dashboard then open it in a new window

Dashboard toolbar

Snapshot menu

Send snapshot

  • The snapshot can be sent via an email by clicking on Send Email from the snapshot view.

  • It passes by selecting a Template to be used for email generation.

  • All charts captures and CSV files will be attached to the email

Send email