Downloading Snapshots and PDF Reports in Life Hub
View the tutorial video for how to download snapshots and PDF reports in Life Hub.
Last published on: August 28, 2025
View the tutorial video for how to download snapshots and PDF reports in Life Hub.
Video: Downloading Snapshots and PDF Reports in Life Hub
Video Transcript
hello this video will help you walk
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through downloading a snapshot of Life
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Hub or maybe you wanted to take a
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snapshot or downloaded PDF report of any
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of our cash flow charts here also known
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as finf flow this will allow you to
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download any version by clicking on this
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top right button little Soundbar with
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three lines we can download a snapshot
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the nice thing about this is you can
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jump to any year and print off that
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version of that current year of that
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current view so it is a little more um
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to offer than just going into the report
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Center which you'll notice will only
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show current year so you can only see
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2023 um here you can actually jump to
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any year right rmd year maybe some
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certain milestones in order to capture
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that specific year so I'm going to go
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ahead and download a snapshot of the
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finf flow here uncheck these inputs
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assumptions and glossery if they're not
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needed again if you only want the one
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pager the screenshot is going to get you
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that one page uh download version it's
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going to include your copy page and your
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disclosure just as a a point there but
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go ahead and download report
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and once it's done downloaded I'm going
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to go ahead and go to my downloads up
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here and then we'll see the finf flow
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and that version that we printed off
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here again we jump to 2026 so what that
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screenshot shows as of that year now if
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I come back here and I want to look at
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my life Hub again anything that's your
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viewed here right if I only open income
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it's only going to print out this view
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of that we have if you want to see maybe
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a more condensed view or maybe all of
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your inputs there's some quick options
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up here to open everything up so I'm
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going to go ahead and do a downloaded
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version of that same year 2026 on the
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timeline here same three line Soundbar
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button Download snapshot again
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screenshot I'm going to turn these off
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here and then we'll see the portrait
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view just to get a version of what that
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looks like here as well and then once
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that report's done downloading we'll go
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and pull the life Hub cover page and
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then here we go portrait view
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2026 what that plan would look like in
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that year life Hub so hopefully that
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helps feel free to reach out if you have
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any questions to our support team uh
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thank you for your time and for watching
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the video and for choosing income lab
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take care