Is there a way to create a report that changes when the underlying data changes?


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @AlexMessinger

    I hope you're well and safe!

    Not sure I follow. Can you elaborate?

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Hi,

    I had a thought that I hope is helpful, but I make no guarantees :)

    The report pulls information from a data source. This report will need to be refreshed to reflect any saved changes to the underlying data source.

    If you add the reports to a dashboard, you can use View>Auto Refresh to make the dashboard refresh the reports as selected automatically.

    I hope this helps,