BI Snapshots

Snapshot is one of Axelor BI module features that allows taking snapshots of dashboards.
A click on Snapshots menu redirects to a grid of snapshots grouped by dashboard.

Snapshots

Form view

Snapshot form view contains four sections:

Snapshot view

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

Snapshot overview

The set of RLS filters applied to the dashboard at snapshot creation

RLS

The list of dashboard tabulations

Tabs

Each tab has an Image containing the screenshot of the dashboard tabulation. The Row-Level Security (RLS) filters are applied during generation.

No RLS

No RLS

The list of dashboard’s charts

Snapshot charts

Each chart has an Image and CSV data that can be downloaded from the binary fields.

Chart view

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.

Snapshot generation is an asynchronous process that executes in a separate thread. Users are notified upon completion.

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

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

The snapshot scheduler is a job used to automatically create BI snapshots at predetermined configurable times.

Job: com.axelor.apps.bi.jobs.BiSnapshotGeneratorJob
cron: The time at which the process is scheduled to run.
All dashboards?: If checked, the snapshot generation will process all the unarchived dashboards.
BI dashboards: The dashboards to process during snapshot generation. Applies only when All dashboards? is unchecked.

Snapshot scheduler