---
title: "Refreshing Report Data Using a Flow"
slug: "refreshing-report-data-using-a-flow"
updated: 2025-06-16T20:34:33Z
published: 2025-06-16T20:34:33Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Refreshing Report Data Using a Flow

## Overview

The **Send Refresh Report by Folder Event** step can be used to refresh **Report Data** on a **Report Viewer** via Flow. Such events include any Folder change, changes made to any Entity contained within the Report, or changes made to the **Folder****Tree**. This could be implemented to update and refresh a Report of recorded customer information.

This provides the ability to add additional relevant content to add additional relevant information to a Report without having to edit or refresh the Report within the Report Designer. The following document demonstrates how to refresh, edit a pre-existing Entity and then send the updated value to a Report using the Send Refresh Report by Folder Event step.

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## Example

1. From a **Designer Project**, [CREATE](https://documentation.decisions.com/v9/docs/create-pages-dashboards) a new **Page** attached to a Folder.
2. From the Page Designer, add a [**Report Viewer**](/v9/docs/report-viewer-control) to the workspace. View the Report Viewer's **Properties.**Click PICK OR CREATE DEFAULT REPORT and create a new [Report.](/v9/docs/create-reports)
3. From the Report Designer, under Data Sources, click ADD and select **User Defined Types > Common > Account Data Source**.
4. Under **Data Fields**, add Email Address, Is Active, and Created On Date.
5. **Save**the **Page**, then close via **X**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-08-06_09h57_52.png)
6. In the same **Designer****Project**, [CREATE](https://documentation.decisions.com/v9/docs/creating-your-first-flow-2) a new **Flow**.
7. From the **Flow Designer**, attach a **Fetch Entities** step from **Toolbox > FAVORITE STEPS** to the **Start**step and the **No Results** path to the **End**step.
8. From the **Properties**of the [**Fetch****Entities**](/v9/docs/retrieving-entities-with-the-fetch-entities-flow-step)****step, under **ENTITY FETCH DEFINITION > Type Name**, search for and select **Account**from the drop-down.
9. Under **Fetch Criteria, Add isActive Equals**. Set **Sort Order Field** to **Ascending**.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_16h23_50.png)
10. From **Toolbox > INTEGRATION > INTERNAL SERVICES > ACCOUNTSERVICE**, add an Deactivate Account step.   
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_16h28_29.png)
11. In a separate tab, navigate to the **Designer Project**or **Folder** where the PageData for the previously created Page is stored. Right-click the Folder, expand **Manage,**then select **Get Folder ID** or**Get Designer Project ID**; from the ID window, select **Copy Text**, then click DONE. If PageData and the Report are in different Folders, use the Send Folder Change Event step and provide the Folder ID of PageData as the input to auto-refresh the Page.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-08-08_11h42_12.png)![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-08-08_11h43_46(1).png)
12. Back in the **Flow Designer**, from **Toolbox > DASHBOARD EVENTS > EVENTS**, attach a **Send Refresh Report by Folder Event** step to the **Deactivate Account** step and the **End**step.
13. Then. from the **Properties** of the **Send Folder Change Event** step, **Constant** map the obtained **Designer Project ID** or **Folder ID**.
14. **Save**and close the **Flow****Designer**.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_16h33_03.png)

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## **Debug**

1. Navigate to the **Page**; observe the corresponding values for the first **Item**on the **Report Viewer**.
2. In a separate tab, Debug the Flow.
3. After the Flow runs, notice the Report updates when the Flow runs.

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For further information on Reports, visit the [Decisions Forum](https://community.decisions.com/categories/Reports).