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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 Live Snapshot or Static 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, then click Send to share the Snapshot instantly.
Note: Live Snapshots can only be sent via email to ensure proper authentication.
Generate a shareable link
Click the Copy Link button to generate a URL that can be shared via Slack, Teams, or other communication channels.
Only static Snapshots can be shared this way; live Snapshots must be sent by email.
By following these steps, you can efficiently share insights and updates with your team using Hurree Snapshots.