Dashboard Auto-Refresh

Estimated reading time: 3 minutes

Want your dashboard to update itself without you clicking refresh? Auto-refresh pulls fresh data from your sources at a schedule you define.

How Auto-Refresh Works

When auto-refresh is enabled, clariBI periodically re-queries each widget's data source and recalculates AI insights. You can set the refresh frequency during dashboard creation (Step 5: Deploy) or update it later from the dashboard settings.

Setting Up Auto-Refresh

1

Open the dashboard you want to auto-refresh

2

Click the Settings (gear) icon in the dashboard toolbar

3

Under Auto-Refresh, choose a refresh frequency: Manual Only, Every Hour, Daily, Weekly, or Monthly

4

Click Save. The settings panel also shows an estimated monthly credit usage for the selected frequency.

Cache Behavior

Auto-refresh respects your tier's cache duration:

  • Trial: 1-day cache (data may be up to 1 day old even with refresh enabled)
  • Starter: 7-day cache
  • Professional: 14-day cache
  • Enterprise: 30-day cache

Within the cache window, refreshes pull from cached data (fast). When the cache expires, a fresh query runs against the source (slower but up-to-date).

Pro Tip

Hourly refresh works best for operational dashboards that need frequently updated data. For weekly or monthly review dashboards, a daily or weekly interval saves AI credits without losing value.

Manual Refresh

You can always trigger a manual refresh by clicking the refresh icon in the dashboard toolbar. This bypasses the cache and pulls fresh data immediately.

Related

Ready to try clariBI?

Start your free 14-day trial. No credit card required.

Start Free Trial View Pricing