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 informed without lifting a finger.
🧠 What's a Scheduled Snapshot?
A Scheduled Snapshot is a recurring, automated 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
You can just 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.
Step 4: Set it up your way
Now for the fun part:
Name your Snapshot with something clear, for example, "Weekly Marketing Report".
Choose how often it should be sent (daily, weekly, monthly, etc.).
Set the day, time, and recipients.
Next, select 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.
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 from the share dropdown at the top right of the Dashboard.
To edit a Snapshot, click the pen (✏️) icon. You can update the Snapshots name, recipients, scheduled time, or advanced options.
To delete a Snapshot, click the bin (🗑️) icon.
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 analysis:
"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 😉