How to Use Snapshots

Snapshots let you control which slice of time the diagram represents. Open one once and you can switch between "as at today", a historical date, a future date, a window between two dates, or "all dates" without losing your place.

Before You Start

You'll need an existing diagram of an Ownership type. For snapshots to be useful, your relationships should carry historical dates — for example, a director relationship needs an Appointment date and (if relevant) a Cessation date. See How to Create Relationships.

The four shapes you can use

Open the Snapshot popover (camera icon in the toolbar). You have:

Shape	What it shows
Today (live)	The structure as at today. This is the default for a new diagram.
From date only	Everything in existence at any time from that date onward (including future-dated changes).
Until date only	Everything in existence at any time up to that date.
From + Until	Everything whose lifetime overlaps that window. Set both to the same day for a point-in-time view.
All dates	No temporal filter. Every entity and relationship in scope.

Steps

Use the default (today)

Open a new diagram and you're already there — the camera icon shows As at today. No action needed.

Pin a historical or future date

Click the camera icon in the toolbar.
Set a From date (e.g., the day a structure was reorganised).
Optionally set an Until date.
Click Apply.

The trigger label updates to From date, Up to date, As at date, or Date range depending on which bounds you set.

Show everything up to a past date

Open the Snapshot popover.
Leave From blank, set Until to the date.
Click Apply.

Show "all dates" (no filter)

Click the All dates button at the top of the popover.

Return to today

Click Today (live) at the top of the popover.

Change a toggle

The two checkboxes — Include undated and Hide disconnected entities — apply immediately when you tick or untick them, without needing to click Apply. They are disabled in All dates mode (where there is no filter for them to affect).

What You'll See

The trigger button shows the active state (e.g., As at today, From date, Date range).
A blue dot on the camera icon means a pinned date or range is active (live and all dates are not badged).
The diagram immediately re-filters; affected entities move to or from the stencil.
A success toast confirms the change.

Common Patterns

Goal	Settings
Today's structure	Today (live) button (the default)
30 June year-end	From = Until = 30 Jun YYYY
Australian FY 2025	From = 1 Jul 2024, Until = 30 Jun 2025
Pre-reorganisation snapshot	Until = day before the reorg
Future-dated restructure	From = the future date you've planned for
Full history	All dates button

Tips

A new diagram defaults to "Today (live)", not "All dates". If you want to see everything regardless of date, click All dates explicitly.
A single From date does not mean "as at that day" — it means "from that day onward". For a single-day view, set From and Until to the same date, or use Today (live).
Manually-placed entities stay on the canvas even if they have no visible relationships in the snapshot window. Drag them off (or to the stencil) to remove that exemption.

Help & Documentation