Tired of scrambling to send your manager the weekly dashboard report?
Let Hurree take care of it for you. With Scheduled Snapshots, you can automate report sharing straight from your dashboard. It’s one less thing on your to-do list and a great way to keep stakeholders in the loop without lifting a finger.
🧠 What’s a Scheduled Snapshot?
A Scheduled Snapshot is a recurring, automatic delivery of a dashboard—sent to your chosen recipients on a date and time that suits you. You can send it via email, include AI-generated summaries, and make sure your reports always arrive on time (even when you forget).
🛠️ How to Schedule a Snapshot in Hurree
1. Head to Your Dashboard
Open the dashboard you want to share regularly.
2. Open the Share Options
Click the “Share” button in the top-right corner of your dashboard.
3. Select “Schedule Snapshot”
From the dropdown, choose Schedule Snapshot. This opens up the scheduler tool.
4. Set It Up Your Way
Now for the fun part:
Name your snapshot (something clear like “Weekly Marketing Report”)
Choose how often it should be sent (daily, weekly, monthly, etc.)
Set the day, time, and recipients
Want to impress? You can even include your Riva AI Summary for an automated insight paragraph.
5. Click Save
Once you're happy, hit Save. You’ll get a confirmation so you know it’s locked in.
✏️ Need to Make Changes?
Life happens. If your schedule changes or a team member leaves, you can easily:
Click “View Existing Scheduled Snapshots” (at the bottom of the scheduler pop-up)
Edit or delete any existing scheduled snapshot
It’s as flexible as your workflow.
🔁 Perfect For:
Weekly KPI check-ins
Monthly performance reviews
Daily campaign updates
Client reports that need to be delivered on time, every time
💬 Questions You Can Ask our Riva AI Assistant:
“How do I schedule a dashboard report?”
“Can I automate dashboard emails in Hurree?”
“Where can I edit my scheduled snapshot?”
“How do I send reports with an AI summary?”
With Hurree’s Scheduled Snapshots, you’ll never forget a report again—and your manager might even think you’re early for once 😉