Dashboard snapshots

A snapshot is a point-in-time capture of a dashboard. It preserves both the layout (which widgets, how they’re arranged, which settings) and the data values displayed at the moment of capture. Once taken, the snapshot doesn’t refresh against live data — it stays frozen. Snapshots are useful for:

• Monthly or quarterly reports — capture the state of the dashboard at the end of a reporting period so the numbers can be referenced later even if the underlying data source changes.
• Sharing a moment in time — send a stakeholder a fixed view instead of a live dashboard that keeps updating.
• Auditing and reconciliation — keep a record of what the dashboard showed on a given date.

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Take a snapshot

The snapshot button lives in the dashboard header. Click the icon to open a dropdown with two options:

• Take snapshot — opens the Take Snapshot dialog.
• Snapshot list — opens the Snapshot list panel.

Pick Take snapshot. The dialog has two fields:

• Snapshot name — a title for the snapshot.
• Memo (optional) — a short note about what the snapshot represents.

Confirm to capture. The snapshot stores the current view’s layout and every widget’s data values as they appear at that moment.

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Snapshot list

Open the Snapshot list from the header dropdown to see all snapshots taken for the current dashboard. The panel is a table with the following columns:

• Snapshot name.
• Date/Time — when the snapshot was captured.
• Memo indicator — a message-bubble icon shows next to snapshots that have a memo attached. Hover to preview.
• Edit pencil — opens the snapshot’s name and memo for editing.
• Delete trash — permanently removes the snapshot.

The panel header also has a global trash icon that deletes every snapshot for the current dashboard. Use with caution — there is no undo. Click on a snapshot’s row to open it. Widgets render the frozen data — no live queries run.

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Edit individual values

When a snapshot is open, individual metric values can be adjusted — for example, correcting a number known to be wrong at capture time. Edits are stored on top of the snapshot; the original captured values remain intact underneath. The most recent edit is what viewers see when they open the snapshot. Deleting the edits reverts to the original captured values.

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Share a snapshot

Snapshots can be shared externally via the same share-link workflow used for live dashboards. See Share via link for access controls, expiry, and the interactive-vs-view-only distinction.

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Persistence

Snapshots persist until explicitly deleted from the Snapshot list. There is no auto-expiry.

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Troubleshooting

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