Skip to main content

Can I freeze a snapshot of report data for historical comparison?

Each report stores a snapshot of the project data — here is how to freeze the figures at, for example, month-end or year-end, and compare them later.

Yes. The Report module lets you freeze a «snapshot» of the data at a given point in time or posted period. This is useful for historical reporting — e.g. to document what the Final Forecast looked like at the previous month-end, regardless of later changes.

How it works

Each report you create stores a snapshot of the project on the report date — the forecasts as of the forecast date and the posted figures as of the posted date. The figures in the report do not change even if the project changes afterwards. Read more in Reporting.

How to freeze and compare

  1. Create a report with a name, forecast date and posted date or period — for example at month-end or year-end.

  2. The report is added to the report list and can be opened again later.

    The report list in AIMZ with an arrow pointing to a saved report

  3. To see how things have developed, open a report and compare it with an earlier report or a given date. See Compare a report with the previous period.

Did this answer your question?