Snapshots
Last updated on 2025-08-22
Overview
At Country-by-Country Reporting | Calculation | Home, you can create a new snapshot, manage existing snapshots, and select a snapshot that will be presented in the other workspaces under Calculation.
Only users with the necessary authorization can create, view, or delete a snapshot.
This article contains the following sections:
Selecting a Snapshot
While newly created snapshots are selected automatically, you have to manually select a snapshot from the drop-down after logging into the Country-by-Country Reporting sub-module. The sub-module does not auto-select an existing snapshot.
To change between snapshots, open the Home workspace. Selecting a snapshot from Overview, Allocations, or C1 to C5 is not possible.
Managing Snapshots
The table at Country-by-Country Reporting | Calculation | Home shows all snapshots created for the selected period. Every row of this table represents a different snapshot. In this area, you can, for example, view a list of snapshots, review validations, or export the table as an Excel or pdf file.
Display Options
By default, the snapshots are sorted in reverse chronological order, that is, the most recent snapshot appears at the top of the table. However, in addition to using the timestamp, you can sort by name, jurisdiction, currency, comment, TQ version, or BRG and CbCR version by clicking the symbol on the right side of the respective cell. To reverse the sorting order, for example, to sort chronologically, click the symbol again.
Filter options for snapshots
Validations
As part of the calculation process, the Pillar 2 module automatically validates new snapshots. The leftmost column of a row shows the results of this validation: a green checkmark in a circle indicates a successful validation, whereas a red exclamation mark in a triangle indicates a failed validation.
Clicking the magnifying glass in the second column shows the validation results in detail.
In case of a failed validation, there are two types of messages:
- An error message, caused by missing or incorrect data.
- A warning that indicates that an election was not exercised as expected.
A warning indicates an unlikely—but not impossible—value (e.g., 0 employees).
Creating a Snapshot
To create a snapshot:
- In the Home workspace, click Perform Calculation.
- Enter a unique Name for the snapshot.
- Select the following:
- an XML Schema for Report
- Currency
- Click Start Calculation.
- After the calculation has concluded, click Save.
Before performing a calculation, you can add a comment in the Comment text box that will be stored as part of the snapshot.