More Dashboard Sharing & Collaboration:
More Dashboard Sharing & Collaboration:
How to share Dashboard Snapshots via URL
Step 1: Open the share options
On your Dashboard, click the Share button in the top right-hand corner.
Step 2: Select "Via Snapshot"
Click the Via Snapshot button to open a dropdown menu.
Please note that live Snapshots cannot be shared via a link. They must be sent via email to ensure proper authentication.
Step 3: Name your Snapshot
Click the Link button in the top right-hand corner.
Generate a name for your snapshot.
Step 4: Generate the shareable link
Click the Generate Link option.
Select the copy link. This will copy the link to your clipboard, which you can then paste into emails, WhatsApp, Slack messages, and more.
Step 6: Snapshot History
To view all Snapshots that have been sent, click the ellipsis (⋯) icon at the top right corner of your Dashboards.
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.
Additional tip
Use this link to share your Dashboard Snapshot with external stakeholders and keep them informed about the key KPIs.
Want more info on Hurree terminology? Visit the Hurree Glossary for detailed explanations.