The Dashboard's Snapshots feature allows you to create an easy-to-share report showing the status of an account at a given moment in time. Currently, snapshots are available at weekly, monthly, and quarterly intervals:

MMI Snapshot

Note, again, the 'link out' and 'copy' buttons corresponding to each snapshot.

Keep in mind that these snapshots are not permissioned; anyone with the link will be able to see them. They won't be able to access the accounts or tokens held in them--as you can see in the upper left, snapshots are "read only", but the privacy of account owners needs to be kept in mind when handling these links.

MMI Snapshot read only


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