Data refresh in custom reports
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How often does data refresh in custom reports?[edit | edit source]
In today’s data-driven world, having access to up-to-date information is crucial for effective decision-making and strategy formulation. Custom reports in ActiveCampaign enhance your reporting capabilities by allowing you to tailor the data to meet your unique needs. Understanding how often this data refreshes is vital to ensure you are basing your decisions on the most current information available.
This article provides a comprehensive overview of how often data refresh occurs in custom reports within ActiveCampaign, why it matters, and how you can effectively utilize this feature.
How to access this feature[edit | edit source]
Accessing the data refresh settings for custom reports in ActiveCampaign is straightforward. Users can navigate to the reporting section of their ActiveCampaign account.
1. Log in to your ActiveCampaign account. 2. In the left-hand navigation menu, click on Reports. 3. Select Custom Reports from the dropdown menu.
From here, you can view your custom reports and understand more about their data refresh cycle.
Step-by-step instructions[edit | edit source]
1. **Log In**: Start by logging into your ActiveCampaign account to gain access to the reporting tools. 2. **Navigate to Reports**: On the left side of the screen, find and click the Reports option. 3. **Select Custom Reports**: In the Report section, choose Custom Reports to see the reports you have created. 4. **Review Data Refresh Timing**: Understand that data in custom reports is refreshed once daily around 5:30 AM CST (Central Standard Time), which is equivalent to 11:30 AM UTC (Coordinated Universal Time). Note that the specific local time for this refresh will differ based on your time zone.
This refresh cycle is important to keep in mind, as it influences when you should check your reports for the most accurate data.
Configuration options and settings[edit | edit source]
While utilizing custom reports, it's essential to recognize the refresh settings, as they influence the freshness of your data:
- **Daily Refresh**: The data is refreshed once every 24 hours. - **Refresh Time**: Around 5:30 AM CST or 11:30 AM UTC. Be mindful of your local time zone to ensure you're accessing the most current data.
Understanding these configurations will help you plan when to check your reports for the latest information.
Best practices and tips[edit | edit source]
When working with custom reports in ActiveCampaign, consider the following best practices:
- **Plan Your Review Times**: Given that the data refresh occurs at a set time, plan to review your reports shortly after this refresh to obtain the latest updates. - **Monitor for Anomalies**: After the data refresh, comparing the new data with previous reports can help identify trends, anomalies, or areas that need attention. - **Stay Updated**: Regularly check back on your reports post-refresh to make timely decisions based on the most accurate data. - **Documentation**: Refer back to the custom reports documentation frequently for updates or changes in the reporting process.
By adhering to these practices, users can optimize their experience with custom reports and benefit from accurate, timely insights.
Troubleshooting[edit | edit source]
While data refresh in custom reports is generally reliable, users may encounter some challenges. Here are some common issues and suggested solutions:
- **Data Not Updating**: If you notice that your data hasn't updated post the scheduled refresh, double-check your time zone settings in your account. Data refresh times are sensitive to the configured time zones. - **Graphical Representation Not Changing**: If the visual elements of your reports don’t reflect the most recent data after refresh, try refreshing the page or logging out and back in. - **Data Discrepancies**: Should you find discrepancies in the data after a refresh, check the report filters and parameters to ensure you are analyzing the intended data sets.
In case these issues persist, contacting ActiveCampaign support may provide additional assistance.
FAQ[edit | edit source]
How often does the data refresh in custom reports?[edit | edit source]
Data in custom reports is refreshed once daily around 5:30 AM CST (11:30 AM UTC).
Is the data refresh time adjustable?[edit | edit source]
No, the data refresh occurs at a fixed time and cannot be customized.
Can I see the data refresh in real-time?[edit | edit source]
No, the data is only refreshed once per day, meaning it won’t reflect real-time updates.
What happens if I create a new custom report?[edit | edit source]
New custom reports will follow the same daily refresh schedule and will be updated accordingly.
How do I access the custom reports feature?[edit | edit source]
You can access custom reports via the Reports section in your ActiveCampaign account.
Are there any additional costs associated with custom reports?[edit | edit source]
The custom reports feature is included with the Enterprise plan or available as an add-on for Plus and Professional plans.
Where can I find more information on custom reports?[edit | edit source]
For additional details, refer to the "Intro to Custom Reports" help article for an overview on how to utilize custom reporting features effectively.
For more detailed help regarding ActiveCampaign features, please refer to the ActiveCampaign documentation and resources. ```