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Share a Dashboard Snapshot via Email
Share a Dashboard Snapshot via Email
Niamh McGlade avatar
Written by Niamh McGlade
Updated over 2 weeks ago

How to Share Regular Snapshots of Your Dashboard via Email

Keep your team and stakeholders updated with regular dashboard snapshots.

Step 1: Open the Share Menu

  • On your dashboard, click the Share button in the top right-hand corner.

Step 2: Select Snapshot Option

  • A drop-down menu will appear. Click the Share Board Snapshot button.

Step 3: Name Your Snapshot

  • A pop-up will prompt you to Name Your Snapshot. Enter a relevant title, such as "Monthly Marketing Round-up" or "Q3 Revenue Numbers".

  • Click Next when ready.

Step 4: Add Recipients

  • In the new pop-up, enter the email addresses of the recipients you wish to send the snapshot to.

  • To add multiple emails, press enter or use a comma to separate them.

  • To delete an email, click the X next to it.

Step 5: Send the Snapshot

  • Once you've added all the recipients, click Send.

  • Your dashboard snapshot will be sent via email.

Snapshot_Example.png

Step 6: Close the Pop-up

  • To return to your dashboard, click anywhere outside of the pop-up.

Want more info on Hurree terminology? Visit the Hurree Glossary for detailed explanations.

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