Taking Snapshots

To take a snapshot:

  1. In the financial summary, click Create Snapshot.

  2. Complete the fields as described in the following table:

    Field (*Required)



    Name of the snapshot. The default is Snapshot #<X> where <X> is an integer that is incremented every time a new snapshot is taken, starting with 1.


    Description of the snapshot.

  3. Click Done.

    The snapshot is taken and you are offered the option to view it.