Watch the Step-by-Step Video
For a visual guide, watch this video:
How to refresh report data?
From the TrueRev dashboard, go to Settings.
Navigate to βReportsβ.
Click the βRefresh all report dataβ 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.