When working with Scheduled Reports in the Report Builder, there are two different types of reports to be aware of: Master reports and Snapshots.

  • Master reports are scheduled report templates that are created with a relative date range (e.g. "Last month") and an update frequency (e.g. "The first of every month", "every Monday", or "every day"). Master reports only exist in order to generate sharable snapshots, and are not directly sharable themselves.

  • Snapshots are sharable reports that are essentially children of the Master template. Each Snapshot has an absolute date range (e.g. 1/2/2021 - 28/2/2021). These reports can be shared via live HTML links or PDF.

Here's a quick comparison summary:

Master Reports

Snapshots

Do not have a sharable URL or exportable PDF

Have a sharable URL and can be exported to PDF

Are used as a template to create snapshots

Cannot be created directly. Must be generated from a Master.

Use relative dates (e.g. “Most recent 30 days”, "Last month", etc)

Use absolute dates (e.g. “November 1st, 2020 – November 31st, 2020”)

Changes to masters affect all future snapshots, but do not affect existing snapshots.

Changes to one snapshot do not affect any other snapshot or master

Master reports

Master Reports are the original template of the created scheduled report. When you create a new scheduled report, you're creating a new Master report.

Each Master report will have an update frequency and a default date range.

  • The update frequency sets the period when new Snapshots should be generated from this master. For example, if "Update frequency" is set to "Monthly" and "Day of the month" to "1", then on the first day of every month a new Snapshot will be generated.

  • The default date range sets the period that will be used when generating new Snapshots. For example, if the update frequency is set to the first day of the month, the default date range is set to "Most recent 30 days", and today is March 5th, then the next Snapshot will be generated on April 1st with the date range March 2nd - March 31st. Then the following month, another Snapshot will be generated on May 1st with the date range of "April 1 - April 30", and so on every month.

Instead of waiting for the next scheduled update date, you can also manually generate a Snapshot from a Master report at any time.

The master report can also be shared with other users to edit. This will share all Snapshots under this Master report too.

Learn more about Sharing Report Builder reports with edit access.

Snapshots

Snapshots are a copy of the master report generated with a specific absolute date range. While this is initially set when the Snapshot is created, you can modify the date range to any period you'd like.

Snapshots are fully independent of Master reports, which means you can customize each snapshot by adding analysis, external data, changing modules, fine-tuning date ranges, or more, without affecting the Master report or any other Snapshots in the series.

Snapshot reports has a sharable URL and can be exported to PDF. Learn more about Share Report Builder snapshots as live HTML reports and Export Report Builder reports to PDF.

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