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Refreshing Report Chart Data

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Refreshing Report Chart Data

Normally, charts refresh data once every 24 hours. But you can change a chart to refresh each time someone opens the page it’s on. The refresh option is under the Chart Properties dialog box of the page layout editor. However, we recommend daily refresh over selecting the option, because users will soon reach the refresh limit or will wait for chart data to show until refresh is complete.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder

Daily Refresh

Charts refresh data once every 24 hours. If within that time users want the latest, they can click Refresh on the chart.

Refresh When User Opens the Page

To change a chart’s normal refresh, select Refresh each time a user opens the page in the Chart Properties dialog box of the page layout editor. This option triggers a chart refresh each time someone opens the page the chart is on. Selecting the option is not recommended for two reasons.

  • There’s a risk of reaching the chart refresh limit faster. Refreshes count towards the hourly limit for each user and organization.

  • For reports that take longer to run, selecting this option can make users wait to see chart data.

 
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Salesforce Help | Article