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Deana Miller
Deana Miller
Explorer
Jun 3, 2026 9:46 PM UTC
Solved

Apricot snapshot

Hi!
I have more questions about the snapshot. They were based more on specifically our agency.
I understand that the snapshot pulls tier 2. Based on our agency, we have it listed as individual case intakes, service activities. My questions are...
It pulls the most recent 2-4 records, is that (ICI) individual case intakes? If so does that pull actual cases or statewides as well? Or is it pulling up based on service activity? And can it be customized?Thank you in advance.
Deana Miller

      Rebekah Eslao
      Rebekah EslaoAnswer
      Community Manager
      Jun 4, 2026 2:43 PM UTC

      Hi ​@Deana Miller! Great questions. Here's what we can share:

       

      The Participant Snapshot pulls Tier 2 records tied to the specific participant you're running it on. Since your agency has both Individual Case Intakes and Service Activities set up as Tier 2s, it can pull from either of those.

       

      As for customization — that's not available yet, but the Product team is actively considering an option to choose which Tier 2s appear in the Snapshot. In the meantime, we'd encourage you to submit your specific use case to the Ideas Portal! It’s a great way to share how this would work for your agency and help shape where the feature goes.

       

      Hope that helps clarify things — let us know if you have more questions!

      Rebekah at Bonterra
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      1 reply

      Rebekah Eslao
      Rebekah EslaoAnswer
      Community Manager
      Jun 4, 2026 2:43 PM UTC

      Hi ​@Deana Miller! Great questions. Here's what we can share:

       

      The Participant Snapshot pulls Tier 2 records tied to the specific participant you're running it on. Since your agency has both Individual Case Intakes and Service Activities set up as Tier 2s, it can pull from either of those.

       

      As for customization — that's not available yet, but the Product team is actively considering an option to choose which Tier 2s appear in the Snapshot. In the meantime, we'd encourage you to submit your specific use case to the Ideas Portal! It’s a great way to share how this would work for your agency and help shape where the feature goes.

       

      Hope that helps clarify things — let us know if you have more questions!

      Rebekah at Bonterra
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