Viewing Snapshots in Planning and Budgeting Cloud Workspace

Snapshots are similar to reports, except that they contain data for a specific time and do not retrieve data dynamically. Therefore, data-level security from the data source is not respected.

You can view snapshots in HTML or PDF.

  1. From Planning and Budgeting Cloud Workspace repository, select Explore, then View, then Display Items of Type, then Oracle, and then Financial Reporting Snapshot Book or Financial Reporting Snapshot Report.

  2. Right-click the snapshot report, select Open In, and thenselect HTML Preview or PDF Preview.