Viewing the Assets Snapshot

The Assets Snapshot provides summary information about the currently open organization and its assets. The Assets Snapshot will not display automatically until an asset or assets have been created in an organization. Once assets have been created, the snapshot appears automatically every time you open an organization, unless you turn this option off or you don't have the appropriate security access to the snapshot.

You can also view the Assets Snapshot at any time by accessing it from the Reports menu.

To view the Assets Snapshot
  1. Open the organization for which you want to view the Assets Snapshot window.
  2. Select Reports/Assets Snapshot from the menu bar. The Assets Snapshot window appears.