Report Auto-Refresh

The Report Setup General > Settings sub-tab has an Auto-Refresh option that allows you to see live, up-to-the-minute data without manually refreshing or re-opening reports. This lets you keep critical reports open for a long period of time with the assurance that even rapidly fluctuating data is accurate and current.

Enable report auto-refresh:

  1. Make sure Display Report Header check box is selected.

    Auto-refresh does not work without this option enabled.

  2. Select a value from the Auto-refresh Interval (minutes) field.

    The value you select determines how frequently (in minutes) the report should refresh.

  3. Click the Apply button.

    The window closes. Your changes are saved. This report will now refresh automatically with the desired frequency.