Snapshot - Configure Options

This article runs through the different options you can configure as a last step when creating a Snapshot.

Tom Wright avatar
Written by Tom Wright
Updated over a week ago

The Configure Options section at the end of the Snapshot editor has a few extra settings to consider as needed.

Sort By:

You can determine how your Goals are sorted. By default, the Goals will sort alphabetically if sorting is turned on (see below), but you can add multiple layers of sorting depending on prioritization:

Goals can be sorted by Title, Completion, Start Date, Due Date, Status, Owner, Organization, Focus Area, Templates, and any of your added Custom Fields. Basically, you can sort your Snapshot results any way that you need. For example, you could do your first level of sorting by Owner, and your second level by Due Date.

Show Summary

The Snapshot summary is a high level summary of the key takeaways from your report. This summary is automatically calculated if you select Show Summary

Display Legend

The Display Legend checkbox gives you the option of whether or not to display the status legend at the top of the report.

Export Font Size

If you'll be exporting the report to a PDF, you have an option to determine the font size that will be used in the PDF download. Note: this won't change the size of the font on the report in Cascade - only in the PDF export itself.

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