How to Schedule a Snapshot for Automated Reports in Hurree
If you regularly send reports, Hurree allows you to schedule snapshots of your dashboards to be automatically sent to your team, reducing manual effort and human error.
Step 1: Open the Share Menu
Navigate to the top right corner of your dashboard and click the Share button.
Step 2: Schedule Snapshot
From the dropdown menu, select Schedule Snapshot.
Step 3: Configure the Snapshot
A pop-up will appear, allowing you to configure the snapshot.
Choose a name for your snapshot, set the time and date you’d like it sent, and specify the recipients.
Step 4: Save the Snapshot
Once you’re satisfied with your configuration, click Save.
You’ll receive a notification confirming that your snapshot has been successfully scheduled.
Step 5: Edit or Cancel a Scheduled Snapshot
If you need to edit or cancel the scheduled snapshot, click View Existing Scheduled Snapshots at the bottom of the pop-up.
From here, you can modify or delete your scheduled snapshots anytime.