Snapshot Reports are active and accurate for seven days after which the report will stop updating. Sometimes you or your salespeople need more time to close a deal, or you simply need to rekindle an old prospect. Snapshot Report refreshes allow you to provide up-to-date data in these situations.
There are three methods to refreshing Snapshot Reports.
Refreshing Snapshots for an individual account
Partner Center Admins
Partner Center Admins can refresh the Snapshot report on the Businesses > Accounts tab by clicking the Snapshot Refresh button to the right of the account name.
Sales Managers with access to Partner Center
Your sales managers will also have the ability to refresh Snapshot Reports from Partner Center > Sales > Prospects.
Your salespeople are able to refresh Snapshot Reports from Sales & Success Center > Accounts. Simply click the refresh button and then confirm you’d like to refresh the Snapshot.
As for logistics, refreshed reports are very similar to new reports:
- Refreshed reports are the same price as new reports.
- You must wait a minimum of 10 minutes before accessing the report.
- The refreshed report uses data from the demo Reputation Management account.
However, please keep in mind that when a Snapshot Report is refreshed, a new report will override the old report.
Refreshing multiple Snapshot Reports.
You can create and refresh multiple Snapshot Reports using Lists in Partner Center. Learn more.