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Scheduled Reports

Querri supports scheduling project and dashboard refreshes to keep your data up to date.

Current Capabilities

Section titled “Current Capabilities”

Dashboard Scheduling

Section titled “Dashboard Scheduling”

You can schedule dashboards to refresh automatically:

  1. Open a dashboard
  2. Switch to Data Flow view
  3. Click Schedule to configure refresh timing
  4. Set a schedule using cron expressions or simple intervals

When the schedule runs, all widgets in the dashboard refresh with current data.

Project Scheduling

Section titled “Project Scheduling”

Projects can also be scheduled to run automatically, keeping analysis results current as source data changes.

Schedule Options

Section titled “Schedule Options”

Simple intervals:

  • Hourly
  • Daily
  • Weekly

Custom schedules:

  • Cron expressions for precise control
  • Example: 0 8 * * 1-5 (8 AM on weekdays)

Viewing Schedule Status

Section titled “Viewing Schedule Status”

In the Data Flow view:

  • Run Now: Manually trigger a refresh
  • Schedule: Configure automatic refresh
  • Status indicator shows: Ready, Running, or Last run time

Best Practices

Section titled “Best Practices”

Choose appropriate frequencies:

  • Don’t schedule more often than your data actually updates
  • Consider database load for frequent refreshes
  • Start with daily schedules and adjust as needed

Monitor execution:

  • Check that scheduled runs complete successfully
  • Review results periodically to ensure data quality

Limitations

Section titled “Limitations”

Currently, Querri’s scheduling focuses on data refresh. Features like email delivery of reports, PDF generation, and automated distribution are not yet available.

For report distribution:

  • Share dashboard links with stakeholders
  • Export results manually when needed
  • Use dashboard sharing with appropriate permissions

Next Steps

Section titled “Next Steps”