More on Scheduled Snapshots & History:
More on Scheduled Snapshots & History:
How to schedule a Static Snapshot for automated reports in Hurree
If you regularly send reports, Hurree lets you schedule a Static 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 Manage Snapshots.
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
Once your Snapshot has been sent, you can edit, expire, or delete it from your Snapshot History. See Editing and Deleting a Scheduled Snapshot for full instructions.