Data Refresh

If you have the appropriate permissions, then you can refresh the Daily Dashboard data immediately.

You can select Data Refresh to begin refreshing the Daily Dashboard data immediately whenever a change is made, such as adding new users or organizations.

Note: If you must make multiple setup or forecasting changes, then complete all the changes first before refreshing.

A notification appears when the refresh is completed.

Required Permissions

You must have Edit permissions for at least one of the following user permissions in Setup > Manage Users > User Detail to see the Data Refresh option:

In the Setup panel:
- Chart of Accounts
- Organization Setup
- What If Models
- Manage Users
In the Forecasting panel:
- Summary & Detail
- Cash Flows
- Key Rates
- Supplemental Data
- Consolidation
- Liquidity Risk