SnapShots Grid
The SnapShots grid displays the results of your selected SnapShot and Filter.
Category: Tools
Select the Sort Order in SnapShot Wizard
Set the sort order of the fields that you selected as display columns in your SnapShot.
Select the Highlight Colors in SnapShot Wizard
Customize the display colors of data in SnapShots.
Select the Fields to Include in SnapShot Wizard
Page 3 of the SnapShot Wizard lists all the fields that you can choose to display as columns when you run your SnapShot.
Entering a Name in SnapShot Wizard
Before you can begin entering the details of your SnapShot, you must give it a name.
Entering a Filter in SnapShot Wizard
The Case Filter defines the data that you will query on from Trustee Suite.
Editing Existing SnapShots
Using the SnapShot Maintenance screen of SnapShots allows you to edit any custom SnapShot displayed in the SnapShot list.
Deleting SnapShots
Using the SnapShot Maintenance screen allows you to delete any custom SnapShot displayed in the SnapShot list.
Adding a New SnapShot
Learn how to add SnapShots, which display case information based on Filter expressions that you build in the application.
Ledger Categories
Learn how to generate the Ledger Categories report, which makes it easier to view all EOUST-defined ledger categories, which can be filled in via the Ledger Category List.