How to: Automatically Refresh a Digital.ai Intelligence Dashboard

Overview

You can configure a dashboard to refresh automatically at a set interval. This can be useful for dashboards displayed on a public monitor to keep the data refreshed and avoid monitor burn-in.

See instructions below for Dynamic Dashboards or Dossiers

Dynamic Dashboard (Pixel Perfect)

  1. If in Presentation Mode, select Edit from the right side hamburger menu
    1-Edit.png
  2. Or Click Restore Normal Screen Mode icon on the toolbar if not in Presentation Mode
  3. Select Page Setup... from the Document Home menu
    2-Page_Setup.png
  4. Click the Advanced tab
  5. Scroll down if necessary to the Refresh setting
  6. Check Automatically refresh every...
  7. Enter a refresh value in seconds (Up to 999 seconds, or 16.65 minutes)
  8. Click OK
    3-Advanced.png

Dossier Dashboard (Visual Insight or Ad-Hoc)

  1. If in Presentation Mode, click on Edit icon
    4-Edit.png
  2. Select Dossier Properties... from the File menu
    5-Dashboard_Properties.png
  3. Click to enable the Refresh option and enter a refresh interval
  4. Click OK
    6-Refresh.png
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