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Refreshing reports

Tangie McKinley
Tangie McKinley ✭
edited 12/09/19 in Archived 2016 Posts

How to refresh 5 reports (with each assigned person's tasks) at one time when the main spreadsheet is updated instead of going into each report separately to refresh?  Or will the reports update automatically when there is a change to the main spreadsheet. 

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  • Jeff Smith
    Jeff Smith ✭

    When I make a change to a spreadsheet and save it and then open the report the report has updated with those changes so you shouldn't have to refresh. 

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  • Jeremy Michels
    Jeremy Michels ✭✭✭✭✭

    Reports are a live document. They are constantly updating the information. The issue you will run into is that if the main sheet is open and the report is open at the same time the report will not update unless prompted to refresh. It is critical to not leave pages open that others have acess to. Reports and sheets that have multiple users or altering the same sheet will cause issues of overlaps in the saves and data become fragmented. I suggest that teams that use the reports down load them to excel and leave them open to refer to. Then login to the report make the changes and log out. Make sure to educate you team to recognize when other people are in the same sheet by seeing the marker on the heading when the sheet is open. Make sure to refresh often. 

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  • Jeff Smith
    Jeff Smith ✭

    Also the report won't update if the original sheet hasn't been saved. 

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  • Tangie McKinley
    Tangie McKinley ✭

    Great, thanks for your responses and help !!

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  • Kate Hasse
    Kate Hasse ✭✭✭

    I have my report set up to auto send every Monday morning to my staff so they have a to do list for this week. However, the report sent but was incorrect info. I have many formulas that apparently will not update unless I (or someone) first logs into the sheet. Is this true? The formulas won't update until someone logs in. I had the report set to send at 6 AM this morning as a test to myself and the data was incorrect. Once I logged into the sheet, everything updated. 

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  • Zach B
    Zach B ✭✭✭

    I have this same issue as well. We have customer facing dashboards that show % complete on certain tasks. Unless the project manager goes into the sheet every day (which doesn't always happen) then the percent completes do not automatically update. Hopefully there is a fix for this coming?

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