Report not refreshing daily

NikkiOno

I created a report from one of my sheets and the report was inaccurate when my boss looked at it at 10:00am MT this morning. He called me so I got on around 10:38 and hit refresh on my end and then the report was accurate. Why is this? All the data on the actual smartsheet was showing correct for him but the report itself was not matching the smartsheet. He said he hit refresh a bunch of times on his end but it still didn't update until i logged on and hit refresh.

Andrée Starå

Hi @NikkiOno

I hope you're well and safe!

Did he open the Sheet first and save it?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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NikkiOno

@Andrée Starå

Shouldnt he just be able to go into the report? I thought reports auto update on their own. Is this not correct?

Andrée Starå

@NikkiOno

Not if you use the TODAY function in the sheet(s). They have to be "activated".

Please have a look at my post below with a method I developed to update the sheet(s) daily.

More info: 

https://community.smartsheet.com/discussion/74527/daily-update-solution-without-the-need-to-open-the-sheet-use-zapier-or-similar

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NikkiOno

@Andrée Starå ah i see. thank you!

Andrée Starå

@NikkiOno

Happy to help!

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NikkiOno

@Andrée Starå can you please check this and let me know if i set it up correctly?

Andrée Starå

@NikkiOno

Here's a simplified one.

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