Snapshots let you capture and export data from a single Scorecards panel or an entire layout. Schedule them to deliver automatically to specific users and groups via email, or export securely to an SFTP server so stakeholders always have the metrics they need without logging in to pull reports manually.

See how it looks

Key features

• Export Scorecards data for a single panel or an entire layout
• Schedule automated data deliveries to specific groups or individuals
• Send data securely to a specific location using an SFTP transfer
• Include visual preview images in your automated emails

You need this to succeed

• Plan: Bigtincan Basic Learning, Bigtincan Basic Readiness, Bigtincan Elite, Bigtincan Essential, Bigtincan Readiness, Bigtincan Standard, or Bigtincan Standard Plus
• Role and Privileges: Administrators, or users granted snapshot access (such as group managers and learning authors)
• Prerequisites: To use SFTP snapshots, you must request setup through support@bigtincan.com or your Customer Success Representative.

Do this step by step

Create and schedule a new snapshot:

1. Open Scorecards.
2. Navigate to the card you want to create a snapshot from.
3. Click the three dots in the top right corner of the panel.
4. Select Create snapshot.
5. Select New snapshot and enter a title in the Name field.
6. From the dropdown, choose the folder to save your snapshot in, then click Next.
7. Choose an email frequency, time, and date range, then click Next.
8. Select the groups and individuals you want to send the snapshot to click Next.

9. Select the preview images you want to include.

   Tip: Leave boxes unchecked to skip preview images.

10. Click Next.
11. Review the snapshot details and click Create.

Update an existing snapshot:

1. Open Scorecards.
2. Navigate to the card you want to create a snapshot from.
3. Click the three dots in the top right corner of the panel.
4. Select Create snapshot.
5. Select Update existing snapshot.
6. Select the appropriate folder from the dropdown.
7. Select the snapshot you want to edit from the dropdown.
8. Click Next.
9. Update the email frequency, time, date range, audience, and preview images as needed.
10. Review the snapshot details and click Update.