BI Snapshots

  • Snapshot is one of Axelor BI module features that allow taking snapshots of dashboards.

  • A click on Snapshots menu redirects to a grid of snapshots grouped by dashboard.

snapshot entry menu

Snapshots

Form view

Snapshot form view contains 3 sections:

  • Overview panel

  • Charts panel

  • Comments section

Snapshot view

Overview

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

Snapshot overview

Charts

Lists the charts in the dashboard.

Snapshot charts

Each chart has an Image and CSV data that can be downloaded from the button on the toolbar of the chart form view.

Chart view

Create snapshots

In the toolbar of the Dashboard form view, click on the entry menu Snapshots. It has two subentries:

  • All snapshots: Redirects to a new window with the list of the dashboard snapshots.

  • Create a snapshot: Generates a snapshot for the current dashboard and open it in a new tab.

Only users with bi.admin role are allowed to create snapshots

Dashboard toolbar

Snapshot menu

Send a snapshot

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

  • A window lets you select the email template to use for the email generation.

  • All chart images and CSV files will be attached to the email.

Send email