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Scheduling a Snapshot
Niamh McGlade avatar
Written by Niamh McGlade
Updated over a week ago

If you send reports regularly, Hurree can 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 sent, and your recipients.

Screenshot 2023-07-28 at 11.37.08.png
  • Once you are happy with your configuration, click ‘Save’. You will then receive a notification that you have successfully scheduled a snapshot.

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

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