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
   
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
   
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
   

Dossier Dashboard (Visual Insight or Ad-Hoc)

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