Reports: Your Live Workspace
Reports are dynamic and interactive. They pull in the most up-to-date data from your listings, markets, and dynamic sets, allowing you to analyze performance in real time. You can edit layout, adjust filters, add or remove cards, and change time periods as needed. Think of a report as your ongoing workspace — always current and fully customizable.
Snapshots: Your Saved Moments
Snapshots capture the exact state of a report at a specific point in time. Once created, a snapshot freezes all charts, tables, and metrics so they reflect the data as it was on that date. This makes snapshots ideal for performance reviews, team updates, or client reporting — ensuring everyone sees the same numbers, even as live data continues to update elsewhere.
A report is a live, editable workspace where you explore and visualize data.
A snapshot is a saved, point-in-time version of a report, perfect for sharing or referencing later without the data changes.
How They Work Together
You can create multiple snapshots from the same report over time to track changes or highlight progress. For example, you might take a monthly snapshot of your performance report to compare results month over month. Reports help you analyze today; snapshots help you remember and share what you learned.
| Reports | Snapshots |
Purpose | Explore, analyze, and build with live data. | Capture a point-in-time version of your report for sharing or record-keeping. |
Data | Always up to date — pulls the latest metrics from your data sources. | Frozen — reflects data exactly as it appeared when the snapshot was created. |
Editing | Fully editable: add, remove, or rearrange cards, adjust filters and time ranges. | Read-only: can’t be edited, ensuring consistency in shared reports. |
Sharing | Currently not shareable | Ideal for sharing with teammates, clients, or stakeholders. |
Comments | Typically used for building, not discussion. | Supports commenting, mentions, and threaded conversations. |
Versioning | Single evolving workspace. | Multiple saved versions over time (e.g., monthly performance snapshots). |
Exporting | Export as PDF | Export as PDF |