How to freeze, refresh or use live data in your report

Most widgets use LIVE data from the system, and the data in your report are updated automatically.

Report automation

• Refresh widget data for a new period

  To REFRESH the widget data automatically for a new period, go to your report settings and click the Automation tab. Check the appropriate box.

  

  

• Freeze widget data for the last period

  If you want to keep the data of the previous period unchanged over time, you can FREEZE them automatically at the end of the period.

  Go to your report settings and click the Automation tab. Check the appropriate box.

  

Widget settings

• Choose live or frozen data per widget

  You can also choose whether to use live data, freeze data or freeze previous periods for a specific widget only (live data is the default setting).

  Click your widget and then its settings icon. In the upper right corner, select your preference.