How do I make a new snapshot report?

Go to the Snapshot Reports page and click on Create New at the top right.
Enter a name for the report. We recommend picking a name that indicates what that report includes. For example, choose a descriptive name like “Member Registration Revenue” over a more vague name like “Jen’s Report.”
Select the data typefor the report:
- Demographic reports pull question responses
- Financial reports pull payments received and payments due
- Onsite reports pull the number marked as attended/checked in for the meeting
- Purchase reports pull fees purchased (but do not necessarily reflect payments received)
Under the Available Filters section, check off the items that you would like to include in the report. If none are selected, the report will not be filtered; it will pull all items.
Select the report type:
- Count reports pull one total for all items selected.
- Goal reports measure progress toward a set goal.
- Timeframe reports allow you to view totals by day, week, or month.
- Comparison reports compare the totals of each item selected.
Next, you may be prompted to provide additional information, depending on the report type selected:
- If you’ve selected the Count report type, nothing further is needed.
- If you’ve selected the Goal report type, enter your goal. Goals must be a whole number.
- If you’ve selected the Timeframe report type, you will need to select the time window (daily, weekly or monthly). Then, if needed, you can specify a start date and/or end date for the timeframe. If neither is specified, it will pull all transactions.
- If you’ve selected the Comparison report type, nothing further is needed.
Lastly, click Save.

Last modified Jun 18, 2024