Snapshots will automatically create a new tab each week or month while your data continues to refresh in the import tab.

Type of Snapshots

Weekly

Select the day of the week, (Sunday thru Saturday), you would like the Snapshot to be captured.

Monthly

Select the day of the month (1 - ”Last Day”) you would like the Snapshot captured. (Don’t forget to “Save”)

FAQs for Snapshots:

There is no option to select a time for the Snapshot to be captured. What time will the Snapshot be created in my Sheet?

Snapshots are created at 1 AM based on the timezone of the user that set up the Snapshot. If I am located in the Pacific Time Zone and set up my Snapshots to run weekly on Mondays - my Snapshots would be created every Monday at 1 AM PT.

I need my Snapshot to capture data on the last day of the month. How can I set this up?

Create a Monthly Snapshot and in the day dropdown, select “Last Day”. (Don’t forget to save the Snapshot settings)

Does my import automatically refresh before the system creates a snapshot of my data?

Unless the import is set to refresh at the same time as the snapshot (1 AM), Coefficient will refresh your import before creating the Snapshot of your data. If your import is not scheduled to refresh at that time (1 AM) - then we will create the Snapshot of your data as is.

<aside> 💡 What's Next? Setting up Automations

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