Overview: Scheduled Snapshots
With Scheduled Snapshots, you can export PDFs or JPGs of your Databox dashboards at regular times. Scheduling Snapshots is a great way to make the data a more regular part of your teams routine.
How to use Scheduled Snapshots
IN THIS SECTION
Popular Use Cases
Learn more about popular use cases for Scheduled Snapshots here.
How to set a Scheduled Snapshot
Pro Tip: To Schedule Snapshots for Looped Databoards, navigate to Notifications page > Scheduled Snapshots landing page > click + Schedule new button and in the Select Databoard field scroll down to the Databoard Loops list.
Pro Tip: Admins can Schedule Snapshots of all Databoards. Editors can Schedule Snapshots of Databoards they have access to. Users can edit and share Databoards that they created.
You can also set a Scheduled Snapshot for a Databoard in the Designer.
Delivery options: Scheduled Snapshot can be delivered via Email or as a Slack message. These allow you to stay up-to-date on the state of your data any time, anywhere.
Pro Tip : You can customize the email address that Scheduled Snapshots are sent from with the white-label add-on. Learn more here.
Frequency: Choose the frequency, day and time at which you want the Scheduled Snapshot to be sent out.
Add a custom subject (optional): Customize the Subject line for your Scheduled Snapshot. This will be the Subject of the Email or/and Slack notification that is sent with the Databoard Snapshot.
Shareable Link: Tick this checkbox to include a live version of your dashboard(s) along with the Scheduled Snapshot.
Schedule: Click Schedule to save Scheduled Snapshot.
How to create a Scheduled Snapshot [Example]
We want to set a Scheduled Snapshot to export a loop of Databoards to our Account Managers each week. Our goal is to make this data a more regular part of their routine throughout the month, and to help them connect the dots between the work they're doing and the results they're seeing.
Pro Tip: You can start from the Databoards page and click ... More to set a Scheduled Snapshot for a specific Databoard. This would allow you to bypass steps 2 and 3.
If we'd like to deliver Scheduled Snapshot to Slack channel, we need to choose the channel where we would like the Scheduled Snapshot be delivered to.
How to view all Scheduled Snapshots
To view all Scheduled Snapshots set in an Account, navigate to Notifications > Scheduled Snapshots.
How to edit a Scheduled Snapshot
Pro Tip: You can delete Scheduled Snapshots by navigating to Notifications page > Scheduled Snapshots landing page, click the drop-down arrow next to the Edit button and select Delete