Adding Snapshot data to a report allows you to visualize and analyze your stored metrics effectively. Follow these steps to include Snapshot data in your reports:

Note: You will have to complete the Snapshot Setup before adding it into a report.

Steps to Add Snapshot Data to a Report

Step 1. Access the Reports Section

Navigate to the Reports section in your system.

Step 2. Edit the Report

Click on Edit Report to modify an existing report or create a new one.

Step 3. Add a Widget

Select Add Your Widget to include a new data visualization.

Step 4. Create a Custom Widget

Click on Create Custom Widget to start building your visualization.

Step 5. Enter Widget Details

Provide a Widget Name and a Description.

Step 6. Select Widget Type

Choose the Widget Type that best fits your data visualization needs.

Step 7. Select Snapshot as the Data Source

Under Channel Name, select Snapshot.

Choose the Snapshot you created under the Object field.

Step 8. Define the Time Range

Select the Time Range for the data you want to display.

Step 9. Choose Data Presentation Format

Select how you want your data presented:
- Comparison
- Plotting
- By Date

Step 10. Select Metrics

Pick the Metrics you want to plot on the X-axis and Y-axis.

Step 11. Set Aggregation

Choose the data aggregation level:
- Daily
- Weekly
- Monthly
- Quarterly
- Yearly

Step 12. Set Date Format

Select the Date Format that suits your reporting needs.

Step 13. Sort the Data

Choose the criteria for sorting the data and define the sorting order (e.g., ascending or descending).

Step 15: Use Advanced Settings

AI Prompt
Learn how AI prompts work by exploring the details in this link. Check it out!
Color: Customize the color that represents your chart or metric (e.g., New Deals).
Manual Axis Control (Optional): Toggle this setting on if you wish to manually set axis values.
Exclude Data: Check the Weekends box to exclude weekend data from being plotted on the chart.
Save as Template (Optional): Enable this option to save the widget setup for future use or to share with others.