How to Refresh Report Data

From the TrueRev dashboard, go to Settings.

Navigate to “Reports”.

Click the “Refresh 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.

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.