To create a valuation snapshot and corresponding extract file from DB Precision, do the following:

• Open the Plan Document: select File and then select Open - Plan Document to open the Plan Document for which you want to run the snapshot.
• Open the Manage Valuation Snapshots Screen: select Valuation Snapshots from the Valuation Tab to open the Manage Valuation Snapshots screen.
• Create a New Snapshot: press the Add button to open the Create Valuation Snapshot screen. Specify the Snapshot Date (valuation date) and the press OK.