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Scheduling a Snapshot in Hurree
Scheduled snapshots allow you to automatically send timestamped views of your dashboard at regular intervals via email.
Step 1: Access the Schedule Snapshot Option
Click the share button in the top-right corner of your dashboard.
A dropdown menu will appear.
Select Schedule Snapshot from the options.
Step 2: Configure the Schedule Settings
A popup will appear where you can customize the schedule.
Set the days you want the snapshot to be sent.
Choose the frequency (e.g., daily, weekly, or monthly).
Select the time for the snapshot to be sent.
Step 3: Name Your Scheduled Snapshot
Enter a name for the scheduled snapshot.
This helps identify different scheduled snapshots easily.
Step 4: Add Recipients
Enter the email addresses of the people who should receive the snapshot.
Step 5: Manage Scheduled Snapshots
You can view and manage any scheduled snapshots in the same popup.
Step 6: Save and Activate
Once all details are set, click Save.
The snapshot will now be sent automatically based on the schedule you've configured.
By following these steps, you can ensure your team stays updated with regular dashboard insights using Hurree's scheduled snapshots.