The SnapShots grid displays the results of your selected SnapShot and Filter. There are two parts to the results that are displayed: the columns and the cases. It is important to understand that the columns displayed in the SnapShots grid are defined by the SnapShots Wizard; the cases that are listed in the SnapShots grid are defined by the Filter.
A SnapShot always has a default Filter, but a Filter does not have to be associated with a SnapShot. For example, you can select the System SnapShot, ‘All Cases’, and the Filter defaults to the ‘All Cases’ System Filter. If you prefer, you can change the selected Filter to ‘All Asset Cases’ and your SnapShot columns will stay the same, but the cases will only filter to show Asset Cases.
Grid Right-Click Menu:
Right click anywhere on the SnapShots grid and a drop-down menu is displayed, as shown below. Use this menu to quickly access features and functionality of SnapShots.
Grid Drop-down Options:
- Search – Within Grid:
Selecting this option will open the Find Text window. Enter the criteria you are searching for, select ‘Find Next’ and each of the matching results will be circled in red within the grid. Use the Direction options, ‘Up’ and ‘Down’, to continue your search down/up the grid.
- Show Case Detail:
Selecting this option will display the View Case screen with high-level case information.
- Select Case:
This option sets the currently selected case as the new case displayed in Trustee Suite. Double clicking on a record in the grid also sets the current case to the new case displayed in Trustee Suite.
- Drill Down to:
This option allows you to drill down on specific tables on the selected case. Clicking on one of these options will display a new window that has all of the Trustee Suite fields for that particular table displayed; e.g., all of the Accounts fields. This is the same as if you had a SnapShot that has a ‘View’, ‘Count’ or ‘Total’ column displayed with a link to these details.
- View Color Legend:
This option allows you to view the color legend.
- View/Alter Column Color:
Clicking on this option opens the Select Highlight Colors page of the SnapShot Wizard. Use this option as a quick way to change the colors displayed on the grid or to add new colors in the grid. Note: These are temporary and will not be applied to the saved SnapShot properties. If you want to permanently change the SnapShot colors, you must Edit the SnapShot.
- Resize Grid Columns:
This option resizes all of the grid columns to the exact size of the data inside each cell.
- Copy Value to clipboard:
Selecting this option takes the current value in the grid and copies it to your computer’s clipboard.
Button Options (bottom of SnapShots screen):
Reset:
Use this button to refresh the current SnapShot. This is important to do when you have changed case information that may affect the results of the selected Filter.
Export:
Use this button to select the type of file format you wish to export the SanpShot to: ‘Excel’, ‘DBF’, ‘HTML’, ‘XML’, ‘ASCII’ or ‘Other’, which provides additional options including ‘Delimited’ With ‘Tab’, ‘Other’ (‘;’, for example) or ‘Blank’; ‘CSV’; ‘SDF’; ‘DIF’; ‘WK1’; ‘WKS’; or ‘XLS’. If you select ‘Excel’ or ‘HTML’, you can enter a Header (e.g., ‘SnapShot – All Cases’) and Footer (e.g., ‘Filter = All Cases’). Select a File Name (e.g., ‘C:\BMSW_JoeSmith\EXPORT\All Cases’) and the Ellipsis button, 
, to select a location for the file on your computer’s hard drive.
Print:
Use this button to print the grid content.
Find:
Use this button to find text in the grid.