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- In Reporting Center, from the left navigation, select Reporting Tools > Datamart > Manage Marts > Data Mart.
You see the Data Mart workspace. - Click the Snapshots link.
You see the Snapshots dialog box. - Click Add Snapshot.
You see the Snapshot Definition dialog box as shown in the following figure. - In the Name box, provide the name up to 10 characters for the snapshot. This name appears in the FUND_MASTER table as the Snapshot ID after you build data for the snapshot.
- In the Description box, provide a description about the snapshot.
- Click Source Rule dropdown to determine the source rule to use.
Select <default> if you want to use the source rule set up in the Configuration tab. If you want to use a different source rule to support another perspective on your data, choose another source rule from the list. - Click Business Calendar dropdown to determine the business calendar to use when you submit the Business Dates model for this snapshot to update the Business Dates table.
- In the Comments box, provide a descriptive comments about the snapshot, if any.
- Complete the fields on the Snapshot Definition dialog box and click OK to save your changes.