Refreshing a Snapshot Report

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 for refreshing Snapshot Reports.

Watch the video on how to refresh the snapshot report.

Refreshing Snapshots for an individual account

Partner Center Admins

Partner Center Admins can refresh the Snapshot report on the Businesses > Accounts tab by opening up the Snapshot scorecard by clicking the Snapshot icon to the right of the account name.

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At the bottom of the Snapshot scorecard, you'll find the date it was created indicating how old the report is along with the refresh option. Click Refresh and confirm you'd like to refresh the Snapshot. 

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Note: If the report is still within the first 7 days of being created this option will not appear. 

Sales Managers with access to Partner Center

Your sales managers will also have the ability to refresh Snapshot Reports from Partner Center > Sales > Prospects.

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Salespeople

In a similar fashion to Partner Center admins, your salespeople are able to refresh Snapshot Reports from Sales & Success Center > Accounts. A salesperson will need to open up the Snapshot scorecard by clicking the Snapshot icon below the account details. 

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At the bottom of the scorecard, simply click Refresh and then confirm you'd like to refresh the Snapshot. 

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Note: If the report is still within the first 7 days of being created this option will not appear. 

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.

Watch the Video to refresh a snapshot report. 

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