Scheduled Refreshes
Scheduled refreshes are available on Premium and Enterprise plans.
Users need at least the Explorer role and Edit or Manage permission on the workbook to set up scheduled refreshes.
Users need at least the Explorer role and Edit or Manage permission on the workbook to set up scheduled refreshes.
Accessing scheduled refreshes
From the Dashboard Builder, click the calendar icon in the toolbar to open the scheduled refreshes sidebar. From this sidebar, you can create new schedules, modify existing ones, or remove schedules you no longer need.Creating a schedule
Click New scheduled refresh in the sidebar footer. A dialog opens with the following configuration options.Frequency
| Option | Description |
|---|---|
| Hourly | Runs every hour at the specified minute |
| Daily | Runs once a day at the specified time |
| Weekly | Runs on a chosen day of the week at the specified time |
| Monthly | Runs on a chosen day of the month at the specified time |
| Custom | Accepts a cron expression (5-part: minute hour day month weekday) |
Timezone
Select from common timezones including UTC, US timezones, London, Paris, Berlin, Tokyo, Shanghai, Singapore, and Sydney. Defaults to your browser’s timezone if it matches a common one, otherwise UTC.Notifications
You can optionally attach notifications to a scheduled refresh. Click Add notification to expand the notification configuration. See the Notifications page for details. Click Save to create or update the schedule.Managing schedules
The sidebar lists all existing schedules with the following information:- Status indicator — current state: not run yet, last run succeeded, last run failed, or currently running with phase details.
- Schedule description — human-readable text like “At 09:00 AM”.
- Enable/disable toggle — turn schedules on or off without deleting them.
- Next run time — shows the next scheduled execution, or “Disabled” if the schedule is off.
Actions
| Action | Description |
|---|---|
| Run now | Manually trigger the schedule immediately |
| Edit | Open the form dialog to modify the schedule |
| Delete | Remove the schedule permanently |
Run phases
When a scheduled refresh runs, it progresses through these phases:- Initializing
- Fetching credentials
- Refreshing dashboard
- Generating screenshot (if notifications are configured)
- Sending notifications (if notifications are configured)