Create and share a Profit Leak Snapshot

What you will accomplish

You will create a focused report from one supported file, check its mapping, and share only the intended result.

Who can do this

Signed-in users who can reach Profit Leak Snapshot can create one. Public recipients need only the valid share link.

Before you start

Prepare one supported file containing no unnecessary personal or secret data. Confirm that you are allowed to upload and share it.

Create the snapshot

1. Open Profit Leak Snapshot.
2. Select the upload action.
3. Choose one supported file.
4. Review the detected columns and mapping.
5. Correct any required mapping.
6. Select the preview or continue action.
7. Review the preview for wrong dates, amounts, or identifiers.
8. Select the generate action.

Expected result: Birdseye opens the snapshot report after processing succeeds.

Share the snapshot

1. Open the completed snapshot.
2. Select the available sharing action.
3. Copy the generated public link.
4. Test the link in a private browser window.
5. Send it only to the intended recipient.

Anyone with a valid public share link may be able to view that snapshot. Do not share it in a public channel.

Troubleshooting and recovery

• The file is rejected: verify type, structure, and required columns.
• The preview is wrong: stop and correct the mapping before generation.
• Sharing is no longer appropriate: contact Support if the screen does not expose the required control.

Related articles

• Upload, map, preview, and import a CSV file
• Manage your profile, settings, and support