Sharing Snapshots with Customers
Yes. You can send a Snapshot to a customer, client, or external stakeholder, depending on the sharing option you choose.
Snapshots are useful when you want to share Dashboard data without giving someone full access to your Hurree workspace.
Example Snapshot uses
You can use Snapshots when you want to:
Share always-current campaign, sales, marketing, or performance data
Keep customers updated without repeatedly sending new reports
Give clients or stakeholders secure access to the latest Dashboard view
Reduce manual reporting follow-ups
Make customer reporting easier, faster, and more self-service
Choosing the right Snapshot type
If your customer needs a fixed report, you can send a Static Snapshot.
If your customer needs access to the latest available Dashboard data, you can send a Live Snapshot and approve their email address for access.
Before sending a Snapshot
Before sending a Snapshot to a customer, make sure:
The Dashboard only contains data you want them to see
The recipient email address is correct
You have selected the right Snapshot type
Any sensitive or internal-only information has been removed
The customer has the right context to understand the report
How to send a Snapshot
Step 1: Open your Dashboard
Open the Dashboard you want to share with your customer, client, or stakeholder.
Choose a Dashboard that already contains the Widgets and data you want the recipient to see.
Step 2: Select Live Snapshot
Open the Dashboard sharing options and choose Via Snapshot.
This creates a Snapshot that can refresh with the latest available Dashboard data when the recipient opens it.
Step 3: Name your Snapshot
Give your Live Snapshot a clear name, and decide whether to send it via email or as a link.
Use a name that will be easy to recognise later, especially if you plan to share multiple Snapshots with different customers or stakeholders.
Step 4: Add recipient email addresses
Enter the email addresses of the people who should be able to access the Live Snapshot.
When the client receives the Snapshot email, they must confirm their email address before opening the Snapshot.
After confirming their email address, a One-Time Password (OTP) will be sent to the entered email address. They must enter this code to open the Snapshot.