IMPORTANT: if automatic report refreshes are scheduled less than 3 hours between them for the same report, the second refresh gets ignored. This is done to avoid overloading the platform.
Exception - Pickup reports:
- The data gets refreshed automatically in a Pickup Daily report type whenever you open such a report.
- For the Pickup Monthly, the rules are a bit different: if it is a one-property account, and the report contains no foldable sections (meaning just one "Total" line), then the data gets refreshed whenever you open it. Otherwise, it is too heavy to be refreshed automatically and needs to be scheduled to be refreshed.
You don't want to wait while your report or dashboard is recalculated ?
Create an automatic refresh to always have fresh updated data in your account !
Exceptions:
- If you create an automatic sending, the report has already recalculated itself.
- If you create an alarm, the report has already recalculated itself
- Pickup report are live (they update themselves each time you open them).
- Dashboards lives don't need automatic refresh.
- Cloned reports calculate themselves each time a parent is recalculating.
Update : You can now delete and automatic refresh or pause it.