How do I use Auto Task to update Dashboards?
Here's how to utilize the Auto Task Report Running tool in the ERP module.
You can determine which dashboards you want to automatically update when and how often.
In ERP on the left-hand side, go to Admin Tools > System Settings > Auto Task Schedule.
Here you'll see a list of all of the dashboards. You can choose between Scheduled Time (refreshing once a day at a particular time of day) or Recurring Time (refreshing at a regular interval throughout the day), and then set the time of day you want the dashboard to refresh automatically (if it's a Scheduled Time), or the interval at which the dashboard will automatically refresh itself (if it's a Recurring Time).
Note: You can see that if a dashboard is set to refresh at a Scheduled Time, the value input in the Interval Time column is not editable. Likewise, if a dashboard is set to refresh as a Recurring Time, the value input in the Scheduled Time column is not editable.
Clicking Run Report will cause every dashboard to refresh with new data. Click Save to save any updates you've made.