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      How to schedule report refresh?

      With Dataslayer, you can easily automate the refresh of your reports, ensuring your data stays up to date without manual intervention.

      Once you’ve created a query, you can schedule a data refresh to run automatically at your preferred time, whether you’re working in Google Sheets or Excel:


      Step 1: Open the Scheduling Interface

      • In Google Sheets and Excel, click the Schedule button at the top of the extension.
      • In Excel, after clicking the Schedule button, select Register your Schedules.

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      Step 2: Configure your schedule refresh
      A pop-up window will appear with the following options: 

      • Action: Choose how often you want the refresh to occur. Options include hourly, daily, weekly, etc. (availability depends on your plan).
      • Day and Time: If applicable, specify the day and time you want the refresh to happen.
      • Select Sheets: Choose which specific sheets you want to update.

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      Important: If you select All sheets, Dataslayer will refresh ALL queries in the same spreadsheet, regardless of the number of sheets included.

      • Email Notifications:

        • Get notified when the refresh completes successfully and/or get alerts when a refresh fails, along with the error details.

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      • Export Options: you can also enable automatic export of the refreshed data in one of the following formats:

        • PDF - exports may be limited by the size of your spreadsheet.

        • CSV

        • Excel (.xlsx)

      Please, remember that only one format can be selected per schedule.


      Step 3: Save your schedule
      Once everything is configured:

      • Click the Save trigger button to confirm your schedule.

      Schedule Report Refresh (2)

      • Wait a few seconds, and a confirmation message will appear: "Scheduled update has been successfully saved."

      Schedule Report Refresh (3)

      Important Note on Scheduling Execution Time

      When setting a schedule at a specific time (e.g., 08:00), Google may execute it at any point between that minute and the next hour (e.g., between 08:00 and 09:00). The exact execution time for the first day is determined by Google. From then on, the schedule will run at that same time every day. For example, if the first execution happens at 08:37, all future runs will also occur at 08:37.

       

      As always, please contact us via our live chat on our website or via email if you still have doubts or questions. We are happy to help!