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What is the difference between a Static Snapshot and a Live Snapshot?

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Written by Shauna Doherty

Static Snapshots and Live Snapshots are both ways to share Dashboard data, but they work differently.

What is a Static Snapshot?

A Static Snapshot captures the Dashboard at a specific point in time. The data shown in a Static Snapshot reflects the Dashboard as it was when the Snapshot was created or sent.

What is a Live Snapshot?

A Live Snapshot gives approved recipients access to a version of the Snapshot that updates with the latest available Dashboard data when it is opened.

When is it best to use a Static Snapshot?

Use a Static Snapshot when you want to:

  • Share a fixed report

  • Capture performance at a specific date or time

  • Send a one-off or scheduled report

  • Keep a record of what the Dashboard looked like when the Snapshot was created

When is it best to use a Live Snapshot?

Use a Live Snapshot when you want to:

  • Share always-current Dashboard data

  • Give customers or stakeholders access to the latest available view

  • Reduce the need to send repeated updated reports

  • Let approved recipients check performance when they need it

In short, a Static Snapshot is fixed, while a Live Snapshot is designed to stay current.

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