In this guide, we'll cover how to capture historical data from the last month for your Snapshots to send via email, Microsoft Teams, or Slack. This may be helpful if you're trying to get a sense of last month's performance once the month has ended and want this sent to your team automatically via Snapshots.
To accomplish this, we'll need to duplicate the dashboard you want to see, so we can see last month's data. Then, we'll edit all the widgets to use the Last Month time period on the newly copied dashboard. Lastly, we'll configure the Snapshot to send every month on the first day of the month.
Once that's set up, you'll have a dashboard that looks back at the previous month and shows how your KPIs looked then. You'll also have a new Slack Snapshot on the 1st of each month to capture the end-of-month figures accurately.
Configure the new dashboard and Snapshot
Duplicate the dashboard needed for historical records, using the More menu.
On the copied dashboard, edit each widget to use a Last Month time period.
Give the dashboard a new name to identify it as last month's data.
In the Schedule menu on your new dashboard, set up a new Snapshot for the First day of the month.

