Refreshing Report Data Automatically Based on Portal Events

Overview

The data displayed in the Report Viewer or chart can be configured to refresh on one type of event or multiple types of Portal events. The events include any Folder changes, changes to an Entity contained in the Report, changes to the current Folder, or changes to the Folder Tree. 

Example

In this example, the user will create a Portal Page, add a Report Viewer to the Page, and configure the Report to refresh when the current Folder changes.

1. To begin, navigate to a Designer Folder and navigate to Manage > Page/Dashboard > Add Page/Dashboard.
2. In the new Add Page/Dashboard window, give the Page a name and click CREATE to open it in the Page Designer.
3. In the Page Elements panel expand Reports then add a Report Viewer component to the Page. 
4. With the Report Viewer component selected, navigate to the Properties panel, and under Report Setup > Default Report, select Pick. 
5. Choose the Accounts Report that was created in the Creating Your First Report article.
6. In the Properties panel, expand Behavior > Refresh, select the desired Refresh setting checkbox.  By default, the Report data is not set to update on any Portal events. For this example, select Auto Refresh every minute.
   Please Note: Be careful to avoid too many updates based on events in high transaction systems.  Using the Auto Refresh option (time-based) is recommended to avoid a high volume of processing that can burden the system.

   Refresh	Definition
   Auto Refresh	allows for a time to be specified for refreshing the data on a schedule.
   On Any Folder Change	refreshes the data upon a change detected to any folder that is defined as a data source for the report.
   On Contained Entity Change	refreshes when an entity changes, it will update on the report.
   On Current Folder Change	refreshes data upon a change detected to the current folder that is defined as a data source for the report.
   On Tree Change	refreshes the report when the navigation tree part on changing selections, has a refresh interval setting that can be saved.
   Report Update For Folder	refreshes the report when a folder is updated or changed.

   

7. This completes the Page.  Save and close the Page Designer.
8. To view the Page and select the Page view in the top right-hand corner of the screen.
9. When the Page opens.  After a minute the Page Auto Refreshes and an Account that was created within that minute appears.