Overview: Scheduled Snapshots
With Scheduled Snapshots, you can share PDFs or JPGs of your Databox reports at regular times. Scheduling Snapshots is a great way to make the data a more regular part of your teams routine. They are also valuable in that they allow you to easily export Databox reports.
How to access Scheduled Snapshots
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.
How to view all Scheduled Snapshots
To view all Scheduled Snapshots set in an Account, navigate to Notifications > Scheduled Snapshots.
How to use Scheduled Snapshots
IN THIS SECTION
Popular Use Cases
Learn more about popular use cases for Scheduled Snapshots here.
How to use Scheduled Snapshots
Delivery Options: Alerts can be delivered through Email, Mobile or Slack notifications. 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.
Pro Tip: Make sure the frequency you select works with the Primary Date Range on your Databoard(s). Since a static version of the Databoard(s) will be sent out, the Recipient(s) will not be able to switch between multiple Date Ranges on the Databoard.
Subject: Customize the Subject line for your Scheduled Snapshot. This will be the Subject of the Email that is sent with the Databoard Snapshot.
Pro Tip: To give the recipients of the Scheduled Snapshot realtime access to the report in addition to the JPGs or PDF they received via email, include a link to the Shareable Link in the Message section of the Scheduled Snapshot.
Shareable Link: Tick this checkbox to include a live version of your report along with the Scheduled Snapshot.
Looped Databoards: If a loop is set up under this Databoard, you will have the ability to select whether you want to Schedule the Snapshot for the selected Databoard or for the entire loop of Databoards.
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.
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 edit a Scheduled Snapshot
Pro Tip: You can also edit Scheduled Snapshots by navigating to Notifications icon > Scheduled Snapshots landing page
Click on the Edit icon to the left of the Recipient email address. This will open the setup window for the Scheduled Snapshot so you can further edit it to fit your needs.
To delete the Scheduled Snapshot, click the red Trash icon on the right side of the window.
Pro Tip: You can also delete Scheduled Snapshots by navigating to Notifications icon > Scheduled Snapshots landing page, click the drop-down arrow next to the Edit button and select Delete
Click the green Update button to update the Scheduled Snapshot