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How to Refresh Report Data
How to Refresh Report Data

Easily refresh your report data in just a few steps

TrueRev avatar
Written by TrueRev
Updated over a week ago

Watch the Step-by-Step Video

For a visual guide, watch this video:


How to refresh report data?

  1. From the TrueRev dashboard, go to Settings.

  2. Navigate to β€œReports”.

  3. Click the β€œRefresh all report data” button. Report data is automatically generated after each contract change is saved. However, you can manually refresh all data if the reports appear out of sync with the latest contract changes.

  4. Wait for the sync to complete. A check mark will appear once it's finished, along with details of who performed the manual refresh, the date, and the time.

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