Share regular snapshots of your dashboard via email with external stakeholders to keep everyone in the loop and aligned on the KPIs that are performing well, and those that need a little extra attention.
- On your dashboard, click the Share button in the top right-hand corner
- A drop down will appear. Click the Share Board Snapshot button.
- Next, a pop-up will appear and ask you to Name Your Snapshot. Enter your text, i.e "Monthly Marketing round-up" or "Q3 Revenue numbers" and click the Next button when you are ready.
- A new pop-up will appear with the option to Share Board Snapshot Via Email. Enter the email addresses of the recipients you wish to share your dashboard snapshot with.
- If you wish to add multiple emails, simply press enter or add a comma after each complete email.
- If you need to delete any entered email address, simply hit the X.
- Once you have entered all the required email addresses, click Send.
- Your dashboard snapshot will now be sent via email to the recipient list.
- Click anywhere away from this pop-up to return to your dashboard.
➡ Visit the Hurree Glossary for detailed explanations of our most regularly used terms