Daily Update Process

Use this information to understand where and how the daily update process occurs.

Prior to this process, you can upload data files from your core system and any third-party files to a cloud-based file server. When extract files are uploaded, the application sends a notification to all administrators that the files are received.

For most clients, the daily update process is automated. After files are transferred from the server to Financial Performance Suite (FPS), then the process runs automatically.

Administrators can also upload files directly into the application manually from the Update > Daily Update Process page, if needed.

The Daily Dashboard module retains 36 days of uploaded data from the Daily Update Process page.