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Hurree onboarding Ep 11: sending a Snapshot in Hurree

Sorcha McVeigh avatar
Written by Sorcha McVeigh
Updated yesterday

Sending a Snapshot in Hurree

Snapshots let you quickly and efficiently share a timestamped view of your Dashboard via a link or email.

Step 1: Access the Snapshot option

  • Click the share button in the top-right corner of your Dashboard.

  • A dropdown menu will appear.

  • Select Snapshot from the options.

Step 2: Name your Snapshot

  • A pop-up will appear prompting you to name your Snapshot. Enter a clear, descriptive title that helps identify the Snapshots' purpose, for example, "Monthly Marketing Round-up" or "Q3 Revenue Report".

  • Next, choose any advanced options you'd like to include in your Snapshot:

    • Benchmarks

    • Dashboard Description

    • Widget Description

    • Widget Comments

    • Section Descriptions

    • Widget Annotations

  • Once you've made your selections, click next to continue.

Step 3: Choose a sharing method

  • Send via email:

    • Enter the recipient's email address in the input field.

    • Click send to share the Snapshot instantly.

  • Generate a shareable link:

    • Click the copy link button to generate a URL.

    • Share it via Slack, Teams, or other communication channels.

By following these steps, you can efficiently share insights and updates with your team using Hurree Snapshots.

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