Snapshot

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Introduction

The Snapshot module provides a customizable executive summary of your most important metrics in Jarvis Analytics. Unlike the standard dashboard, which displays a fixed set of data points, Snapshot allows you to build a tailored view using the metrics that matter most to your role or organization.

With Snapshot, you can create focused dashboards that track key performance indicators such as Net Production, patient visits, unscheduled appointments, and other operational metrics. These views can be filtered by Region, Brand, or individual location, making Snapshot especially valuable for organizations managing multiple practices.

Snapshot also supports multiple saved views, allowing teams to quickly switch between different reporting perspectives. For example, a regional manager may use one view to track office-level production while an executive team might use another to monitor company-wide financial performance.

Note: Snapshot views are shared across the account, so any changes made to a view will be visible to all users in the organization who have access to the module.

Access Snapshot Settings in Configurations

Access the Snapshot Settings within the Configurations module.

  • From the main Jarvis menu, navigate to Configurations. Locate and select Snapshot Settings. This page displays all existing Snapshot views that have been created for your organization.

Only users with permission to Snapshot Settings can manage these dashboards.

What to Customize? Create a New Snapshot View

  1. Click Add View.
  2. Enter a name for the view that reflects its purpose.
    • Example: Executive Overview, Regional Production Dashboard, or Weekly Financial Snapshot.
  3. From the list of provided metrics, toggle the metrics you would like to appear on your custom Snapshot view on or off.
  4. To modify how this table is laid out, you can use the dropdown on the right side to select similar metrics, and you can also re-arrange the order of the metrics using the green arrows. Once you have completed including all your desired metrics, click Save.
  5. You will see your Snapshot appear in the Snapshot Module.

Key Things to Remember

  • Snapshot dashboards are fully customizable executive summaries.
  • You can quickly create and switch between multiple saved views.
  • All views are shared across the account, meaning everyone sees the same dashboards.
  • Only users with Snapshot Settings access in Configurations can create, update or delete views.

Summary

The Snapshot module helps organizations focus on the metrics that matter most by providing a customizable, easy-to-read executive dashboard. By creating multiple views, applying organizational filters, and scheduling automated emails, teams can quickly monitor performance and share insights across the organization.