What is scheduled refresh?
When you open a report in Whatagraph, widgets need to fetch data from your connected sources. For reports with many widgets or long date ranges, this can take over a minute. Also, some integrations have slow APIs, and that can even take longer.
Scheduled refresh solves this by automatically pre-caching your report data in the background on a regular schedule. When you open the report, the data is already ready — widgets load instantly instead of making you wait.
How to enable scheduled refresh
Open the report you want to set up.
Make sure the report date range is set to a rolling or live-edge period (see Which date ranges work with scheduled refresh below).
Click the refresh icon (⟲) next to the date picker at the top of the report.
In the dropdown, find the Scheduled refresh section and toggle it on.
Select your preferred refresh cadence — Every 4 hours, Every 12 hours, or Once daily.
Which date ranges work with scheduled refresh?
Scheduled refresh only makes sense for date ranges where the underlying data is still changing. For fully closed historical periods, the data is already settled and won't change, so there is nothing to re-cache.
Date range type | Scheduled refresh |
Today, This week/month to date | Supported |
This quarter/year to date | Supported |
Last 7 / 14 / 30 / 60 / 90 days | Supported |
Last N months (rolling) | Supported |
Yesterday, This week/month/quarter/year to date (excl. today) | Supported |
Last week / last two weeks / last three weeks | Not supported — data is settled |
Last month / last quarter / last year | Not supported — data is settled |
Custom past-only period | Not supported — data is settled |
If you select a date range that doesn't support scheduling, the scheduled refresh toggle will be unavailable.
Choosing the right refresh cadence
Cadence | Best for |
Every 4 hours | Short live-edge ranges like Today, This week to date, This month to date — where today's data changes throughout the day |
Every 12 hours | Medium ranges like This quarter/year to date, Last 7 days, Last 12 months to date |
Once daily | Longer rolling windows like Last 30 / 90 / 365 days or N-month ranges — where today's contribution is a small fraction of the total |
Tip: If you're unsure, the UI will suggest the most appropriate cadence for your selected date range. Yet you can always refer to this table.
What does "Settling — data still being revised" mean?
Some data sources take a few hours after midnight to fully process the previous day's data. If you see this message, it means the cache was built while data was still being revised and may not be fully accurate yet. The next scheduled refresh will pick up the finalized data automatically.
Frequently asked questions
Will scheduled refresh affect my other reports? No. Scheduled refresh is configured per report. Enabling it on one report has no effect on others.
What happens if a widget fails to cache? Failed widgets are listed in the refresh panel with error details. You can click Refresh data at any time to manually trigger a new cache attempt.
Can I still manually refresh data? Yes. The Refresh data button is always available in the panel regardless of whether scheduled refresh is enabled.
Does scheduled refresh work on shared or client-facing reports? Yes. Anyone who opens the report will benefit from the pre-cached data, including clients viewing a shared link.
Can I store data blends? Absolutely. We recommend storing data blends, especially if they contain a lot of data sources and you don't regularly change their setup.