Hurree Academy

Scheduling a Snapshot

Niamh McGlade
Niamh McGlade
  • Updated

If you send reports at regular intervals, Hurree offers the ability to schedule snapshots of your dashboards to send automatically to your team. This removes monotonous manual tasks and the potential for human error.

  • Navigate to the top right corner of your dashboard and click the Share button

 

  • A dropdown will appear with two options, click Schedule Snapshot.

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  • A pop-up will appear allowing you to configure your snapshot such as choosing a name, the time and date you’d like it to be sent, along with your recipients.

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  • Once happy with your configuration, click ‘Save’ and you will get a notification to say that you have successfully scheduled a snapshot.

 

  • You can edit or cancel a scheduled snapshot at any time by returning to this screen and clicking on View Existing Scheduled Snapshots at the bottom of the pop-up.

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