Viewing Snapshot Push Update History

Tracking Snapshot Push Updates

The CRM maintains a detailed history of all snapshot updates you push to subaccounts. This history lets you monitor which subaccounts were successfully updated, which are still processing, and which encountered errors. You can also inspect the specific assets loaded during each push operation.

Accessing the Push History

Navigate to Account Snapshots > My Snapshots. Locate the desired snapshot and click the three-dot menu icon next to it. Select View History from the menu.

Reviewing Push Status

The history table displays columns for subaccounts with statuses: Successful, Failed, and Pending. This provides an at-a-glance overview of your push operations.

Viewing Detailed Push Information

To examine a specific push in detail, click the details icon at the far right of its row in the history table. This reveals comprehensive information about that particular update attempt.

Inspecting Asset-Level Details

Click on a specific subaccount entry to view a granular list of all assets involved in the push. You can expand any row in this list to see information about each individual asset that was transferred.

Note: As of late 2024, the system may sometimes mark an asset push as "Completed" even if not all assets were successfully loaded (for example, if only 5 out of 10 funnels were transferred). This behavior is currently being improved for greater accuracy.