Page 3 of the SnapShot Wizard (shown in the fifth screenshot below) lists all the fields that you can choose to display as columns when you run your SnapShot. The list of ‘Available Fields’ includes all fields available for selection, including fields that provide drill-down information. For example, any field that ends with (Count), (Totals) or (View) displays the value as a hyperlink with drill-down information.
For more information about drill-down values in the SnapShot grid, click here.
Adding new fields to the ‘Select Fields’ list:
- To get to page 3 of the SnapShot Wizard, from the Trustee Suite Main Menu toolbar, select the ‘SnapShots’ tab, which invokes the screen shown below, then select the ‘Snapshot Maintenance’ link, which generates the SnapShot Maintenance screen (the second screenshot shown below).
- Selecting a SnapShot name and clicking on ‘Edit’ invokes page 1 of the SnapShot Wizard (shown in the second screenshot below).
- After making the applicable selections below, clicking on ‘Continue’ invokes page 2 of the SnapShot Wizard (shown in the second screenshot below).
- After making the applicable selections below, clicking on ‘Continue’ invokes page 3 of the SnapShot Wizard (shown in the second screenshot below).
SnapShot Wizard – Page 3
- To add new fields to the ‘Select Fields’ list:
- Use the ‘Available Fields’ list on the left to select the columns that you would like to see displayed in your SnapShot. Select a record from the list and click on the ‘>’ button to move the field over to the ‘Select Fields’ list.
- The fields will display in the order that they are entered in the ‘Select Fields’ list. To change their order, select a record and drag it to a new position in the list.
- Click on ‘Continue’, which invokes page 4 of the SnapShot Wizard covered in the Selecting the Sort Order page of this Help File.
- To remove fields from the ‘Select Fields’ list:
- Select the record in the ‘Select Fields’ list that you would like to remove.
- Click on the ‘<‘ button to move the field back to the ‘Available Fields’ list.
- If you would like to remove all fields in the ‘Select Fields’ list, click on the ‘<<‘ button.