Next on Managing your Dashboard:
Next on Managing your Dashboard:
How to Schedule a Snapshot for Automated Reports in Hurree
If you regularly send reports, Hurree allows you to schedule a Snapshot of your dashboards to be automatically sent to your team, reducing manual effort and human error.
Step 1: Open the Share Menu
Navigate to the top right corner of your Dashboard and click the Share button.
Step 2: Schedule Snapshot
From the dropdown menu, select Schedule Snapshot.
Step 3: Configure the Snapshot
A pop-up will appear, allowing you to configure the Snapshot.
Choose a name for your Snapshot, set the time and date you'd like it sent, and specify the recipients.
You can now choose to schedule a one-off Snapshot by selecting a specific date and time for it to be sent. This is ideal for future reports, as you only need to send it once.
Step 4: Save the Snapshot
Once you're satisfied with your configuration, click Save.
You'll receive a notification confirming that your Snapshot has been successfully scheduled.
Step 5: Edit or Cancel a Scheduled Snapshot
If you need to edit or cancel a scheduled Snapshot, click "View Existing Scheduled Snapshots" at the bottom of the pop-up.
From here, you can modify or delete your scheduled Snapshots at any time.