Next on managing your Dashboard:
Next on managing your Dashboard:
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 "Snapshot"
A dropdown menu will appear. Click Snapshot.
Step 3: Name your Snapshot
A pop-up will appear prompting you to name your Snapshot. Enter a clear, descriptive title that helps identify the Snapshots's purpose, for example, "Monthly Marketing Round-up" or "Q3 Revenue Report".
Next, choose any advanced options you'd like to include in your Snapshot:
Benchmarks
Dashboard Description
Widget Description
Widget Comments
Section Descriptions
Widget Annotations
Once you've made your selections, click Next to continue.
Step 4: Generate the shareable link
In the next pop-up, you will see the get link option. Click this option to generate a link.
Step 5: Copy the link
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 up to date on the key KPIs.
Want more info on Hurree terminology? Visit the Hurree Glossary for detailed explanations.