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Business Intelligence Dashboard — Scheduled Refresh (how to use)

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Scheduled Refresh

Module: Business Intelligence Dashboard

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Business Intelligence Dashboard.
  3. Click Scheduled Refresh.
  4. Direct route (for admins): admin/business_intelligence/business_intelligence_scheduled_reports

What this screen is for

Analytical and operational reports for this module.

How to use — step by step

  1. Choose report type and parameters (dates, warehouse, status).
  2. Generate preview on screen.
  3. Export or schedule if the module supports email/cron reports.
  4. Share with stakeholders and archive exports.

Common buttons & actions

  • Generate
  • Export
  • Print

Required permissions

Staff need the bi_settings feature with: view, edit.

Assign under Setup → Staff → Roles → Permissions.

Tips from module settings

  • Run scheduled refresh jobs via BIXCRM cron (after_cron_run hook)

Related guides

See the Business Intelligence Dashboard overview for module-wide workflows, API, and setup.

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