Save a dashboard snapshot
Use «⋯» → «Save Interactive Snapshot» to freeze a dashboard's charts and data for its current period, in a copy nobody can change.
Saving a : the or an administrator. Opening it: whoever could see the dashboard when it was saved.
A dashboard's figures keep changing: every time it opens, its charts are recalculated. At the end of the wedding season you want to keep the figures of “Landmark Venues season” as they are today, for the partners' meeting, without them moving next week.
A does that: it freezes the dashboard's charts and their data for its current period, and nobody can change it afterwards.
Save the snapshot
- Check the period On the dashboard, make sure the period in the header is the one you want to keep.
- Open the menu Click «⋯» and choose «Save Interactive Snapshot».
- Wait "Saving snapshot…" shows while Filmo works.
- Find it Open the «Snapshots» tab of «Analytics».
Your snapshot is saved. A few things happened along the way:
- Filmo ran each chart's query again with the dashboard's current period and your permissions. It doesn't copy what was on your screen.
- If a chart failed, it was saved without data and the rest carried on.
- Each frozen chart keeps at most 5,000 rows.
- The «Snapshots» tab lists it with the dashboard's name, the range (for example "Mar 1 – May 23, 2026") and the date you saved it.
Open it from the «Snapshots» tab. It shows the notice "Frozen data · range … · captured on …" and doesn't accept changes. Click «Copy link» to send it to a colleague.
- Whoever could see the dashboard when you saved it can open the snapshot.
- A reader whose permissions don't cover a chart's data today sees in its place. are always visible.
- The snapshot outlives its dashboard: deleting the dashboard doesn't delete it.
Snapshot or recovery point?
A snapshot keeps figures. A keeps the dashboard's structure so you can undo the changes of the .
| Snapshot | Recovery point | |
|---|---|---|
| What it keeps | The charts and their data for a period, frozen | Only the structure: charts, queries, notes and positions, without data |
| How it's created | By hand, with «Save Interactive Snapshot» | On its own, with each assistant message that changes the dashboard |
| What it's for | Keeping or sharing the figures of a moment | Undoing the assistant's changes |
| Can it change? | No | You restore it; you can't open it on its own |
| If the dashboard is deleted | It's kept | It can no longer be used |
To restore a point, see Undo assistant changes on a dashboard.
Delete a snapshot
Open the snapshot and delete it. Only whoever saved it, the dashboard's owner or an administrator can. A snapshot that belongs to a report can only be deleted with its report: "This snapshot belongs to a report and can only be deleted with the report."
If you see an error
| What you see | What it means |
|---|---|
| "Solo el propietario o un administrador pueden capturar snapshots" (shown in Spanish) | You aren't the owner or an administrator. Ask the owner. |
| "No puedes eliminar este snapshot" (shown in Spanish) | You didn't save it and you aren't the owner or an administrator. Ask whoever saved it. |
| «Snapshot not found» | It has been deleted, or it's private and belongs to someone else. Ask the owner for access. |
Frequently asked questions
No. Its figures stay as they were when you saved it. Save a new snapshot for new figures.
Not of a snapshot on its own. A freezes the figures in its own snapshot and also makes a PDF; see Generate a NEO report as a PDF.