Analysis > Snapshots

You can use the Snapshots area to create snapshots of scenarios.

Screen


Snapshots Screen

All Fields

The following table describes the information you can specify when managing snapshots:

FieldDescription
Scenario NameThe name of the scenario.
Snapshot NameThe name of the snapshot.
DescriptionA description of the snapshot.
CommissionsThe commission aggregation, from among the following:
- Total Commissions
- Earning Group
BonusesThe bonus aggregation, from among the following:
- Total Bonuses
- Bonus Rule
PaymentsThe payments aggregation, from among the following:
- Participant
- Business Group

How to…

This section describes the tasks you can perform when managing snapshots.

Create Snapshots of Scenarios

important: Before you create a snapshot, be aware of the following:
– You can create a maximum of 10 snapshots.
– You cannot create a snapshot when no results are available.
– You cannot execute the following processes while a snapshot is being created: uploading orders, calculating credit or incentives, deleting results or processed orders, validating orders, releasing held credits or commissions, importing or exporting data, and downloading.

  1. Click the Analysis tab, then click Snapshots in the secondary menu. The Snapshots screen appears.
  2. Click the New button.
  3. Select a scenario name from the drop-down list.
  4. Type a snapshot name.
  5. (Optional) Type a description.
  6. Select the Snapshot Aggregation Settings. (You must select one other aggregation set, in addition to Period.)
    • For Commissions, select either total Commissions or Earning Group.
    • For Bonuses, select Total Bonuses or Bonus Rule.
    • For Payments, select Participant or Business Group.
    • For Period, select Monthly.
  7. Click the Create Snapshot button.