How do I Create a Snapshot (Report) in Cascade?

Click 'Track' > Click 'Snapshots' > Click '+ New Snapshot' > Complete 4 sections (Snapshot Type / Filter / Columns / Configure Options) > Click 'Save' & 'Generate'.

If there are any unfamiliar terms within this article, please consult our glossary

Cascade reporting is a top-to-bottom process that allows you to customize your reports to include or exclude any of the planning contained within your database. To access the snapshots menu in Cascade, follow the following steps:

Click on the 'Track' icon in the left-hand menu bar (near the top left)
Click on 'Snapshots'

Once you have reached the snapshots menu, you can either access an existing snapshot from one of the 3 'Saved Snapshots' menus (Favourite Snapshots/My Snapshots/Shared with me) or click on the '+ New Snapshot' to create your own. You may also clone an existing snapshot if you would like to create a similar Snapshot to one that already exists. To do this, click on the clone icon (the first of the 4 icons to the far right of the snapshot titles), then once the cloned snapshot is generated, click on the save button (at the bottom) and rename the new snapshot to ensure it becomes its own entity.

When creating your own snapshots, (click '+ New Snapshot') follow the following steps to ensure you have selected the correct information and layout for your snapshot.

Snapshot Type: Select from the 6 grey boxes at the top as to which information you wish to use for your snapshot. The most frequently used are 'Personal' and 'Strategy'. By selecting a 'Secondary Grouping', you will be slecting sub-headings within your Snapshot.

If you create a 'Personal' or 'Team' snapshot and select 'My Personal Snapshot', or 'My Team's Snapshot' and then share this snapshot with your colleagues, whoever opens up that snapshot, the snapshot will display their own personal or team's planning data.

Select Filter: You may use the 'Shortcut Filters' for quick and broad filtering where you can select a Date Range/Status/Focus Area/etc, and your snapshot will only include that which you have selected. Custom filters are more specific and can delve into any area of planning or custom attribute field.

If you create more than 1 custom filter, there will be an 'and' between your filters which means that to be included in your snapshot, a goal must satisfy both conditions. You can click on the 'and' and change it into an 'or' which means the goal must only satisfy one of the filter conditions to be included in the snapshot.

Select Columns: At the bottom of this section is an example section displaying what your snapshot will look like once you have selected the columns you wish to include. (The goal shown in the example section will not show up in your snapshot unless you want it to) The checkboxes beside regular font titles are columns you can select for your snapshot. Some contain sub-checkboxes that will influence what is shown within that column. The bold titles to the bottom left are the list of custom goal titles within your database. If you click on one of these, you can select custom attribute fields as columns within your snapshot. Once you have selected the columns you wish to use, you can drag and drop the columns into your preferred order and resize them as required. You can also edit the column titles.

When selecting your database-specific 'Update' column from the checkbox list to include your written updates against your assignments, be sure to check the sub-checkbox(es) that will include your actual written updates, not just the 'Creator' & 'Date' fields.

Configure Options: Allows you to use 'Sort by:' to sort the order of the goals within any section, or for you to select display options when you export.

Once you have completed your snapshot selections, click 'Save' to save your snapshot to your 'My Snapshots' folder, and click 'Generate' to see what it will look like. (scroll down to view) If you wish to go back and make changes, feel free to do so and click 'Generate' every time you wish to see the updated snapshot. Don't forget to save any changes you wish to keep.

To export your snapshot, scroll to the very top of the snapshot page and click 'Export' in the top right corner.

Please see the video below for how to create snapshots:

Should you have any further questions, or this article does not complete your help request, please log in to the GFW client support area and lodge a support ticket using this link

This article was written by Luke Holcombe.
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