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Share a Dashboard Snapshot via Email
Share a Dashboard Snapshot via Email
Niamh McGlade avatar
Written by Niamh McGlade
Updated yesterday

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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