Quick Tips for Reports and SnapShots

This article is a quick reference guide to answer the top questions we receive about using SnapShots in Client Reports. Click the image to see an enlargement. Short video tips are coming soon and detailed training and guidance are in the Related Articles listed below.

Accessing the Client Report

How to access Client Reports

From the Client List using the third icon (the report icon)

From within a scenario by navigating to the Client Report tab in the scenario menu.

Using the report menu

Use the Report Builder for settings and to select and re-order report pages
Use the Report Editor to add comments to your Report Pages and SnapShots
Use the Report Preview to present your report to clients online or preview the PDF version

Using Report Builder (Including and Reordering pages and SnapShots, Filter view, Defaults)

Included Pages Drag and drop items from the Gallery to include them in your Report Drag and drop items to re-order them Remove items by dragging them away from Included pages or clicking them and pressing Delete
How to quickly add all SnapShots cards Use Keystrokes - AS to add all SnapShot cards Or choose Defaults -> Reset current page to original settings to add all pages to the Report including SnapShots
Using the SnapShots Filter Select SnapShots Only to create a Report with only SnapShots cards Select No Filter to use selected Report pages and SnapShots cards
How to select individual SnapShots cards Under the Gallery, select SnapsShots to limit choices to SnapShots cards only Make sure to drag over the SnapShots folder to Included Pages first Then select individual SnapShots cards from the Gallery and drag under Included Pages -> SnapShots Reorder if desired
Report Builder Defaults: Original Settings Reset current page to original settings (will add all pages and SnapShots cards to Included Pages) Create your own default settings

Editing SnapShots cards (Using Variables, Completing the Goal Status card)

Report Editor: SnapShots card editing

Note that some cards will be empty or require inputs
For example, in the Recommendations Summary card, enter your own text and/or use Template Variables

Report Editor: The Goal Status SnapShots card

To display more information on the Goal Status card, run Recommendations calculations from the Planning page

Adding Custom Pages and changing Print Settings

Report Builder: Custom Pages

Add a new blank page or SnapShots card to your report to fill with your own information

Report Builder: Print Settings

Landscape orientation allows SnapShots to be displayed side by side rather than one after the other as in Portrait orientation
Margins set to narrow allow more information to fit on one page

SnapShots Templates and Sample Reports

Template of a 1-page SnapShots Report

Recommended 6 cards for 1-page report

Template of a 2-page SnapShots Report

Recommended cards for 2-page report

Sample Client Reports

Here are a couple of examples of client reports created using Snap Projections. You have full flexibility over which sections to include in your report