More on Scheduled Snapshots & History:
More on Scheduled Snapshots & History:
How to schedule a Snapshot for automated reports in Hurree
If you regularly send reports, Hurree lets you schedule a Snapshot of your Dashboards to automatically send 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 your Snapshot.
Enter a name for your Snapshot, set the date and time you'd like it to be sent, and specify the recipients.
You can schedule a one-off Snapshot by selecting a specific date and time for delivery. This is ideal for future reports that only need to be sent once.
Next, choose any advanced options you'd like to include in your Snapshot:
Benchmarks
Dashboard Description
Widget Description
Widget Comments
Section Descriptions
Widget Annotations
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 a scheduled Snapshot, click "View Existing Scheduled Snapshots" at the bottom of the pop-up.
From here, you can modify or delete your scheduled Snapshots at any time.
Step 6: Snapshot History
To view all Snapshot that have been sent, click the ellipsis (⋯) icon at the top right corner of your Dashboard.
From the dropdown menu, select Snapshot History.
You'll now see a list of all Snapshots shared for this Dashboard.
The following details are available:
Name of the Snapshot
Sent to/via (for example, email address or shared link)
Date created
Views
Status
Created by
You can open a Snapshot by selecting its name.
To change the status of a Snapshot, click the ellipsis (⋮) icon beside it and choose Expire.
