Creating a Quick Snapshot Report

From the Accounts spreadsheet:

1. Select the account for which you want the Quick Snapshot report by checking the box to the left of account name.

2. From the Action menu, point to Reports, then Analytical, then click Snapshot. The Snapshot Report Options dialog opens.

3. Select report specifics here.

4. Click the Generate Quick Snapshot Report arrow and select Yes.

5. Click OK. Adobe Acrobat opens and your Quick Snapshot report is generated.

From within the account:

1. From the Reports menu, point to Analytical Reports, then click Snapshot. The Snapshot Report Options dialog opens.

2. Select report specifics here.

3. Click the Generate Quick Snapshot Report arrow and select Yes.

4. Click OK. Adobe Acrobat opens and your Quick Snapshot report is generated.

Note: You must have Adobe Acrobat Reader 7.0 or above to view and print these reports.

Snapshot Report Definitions