Create a static version of your report
Flash Reports uses a custom Excel function to dynamically link your reports directly to QuickBooks Online. Updated values are retrieved when you recalculate the spreadsheet.
Use the snapshot feature if you would like to create a static version of the report. This process replaces all the Flash Reports functions with their currently calculated values. All other Excel functions (e.g. Sum or calculation functions) and objects are left intact.
The snapshot process replaces all functions with their values so ensure that you save the workbook with a different name to to avoid overwriting the live Flash Reports functions.
Create a snapshot as follows:
- Save your workbook to ensure that all updates to the dynamic workbook containing the Flash Reports functions are saved.
- Save your workbook with a new name (Save As), for example add "Snapshot" to the workbook name. This will ensure that you do not overwrite your workbook containing the Flash Reports functions.
- Click the Snapshot button on the Flash Reports toolbar and follow the prompts.
- Wait until you see the message confirming that the process is complete. This may take some time if the workbook is large.
- Save the static snapshot version of the report which now has only values an no Flash Reports functions.