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How do I load new data after opening a report? (Native Reporting)
How do I load new data after opening a report? (Native Reporting)
Updated over a month ago

As you build a report, you can decide whether all report data should automatically load when editing or running the report. This is determined by the report's Auto Run setting; follow the steps listed below to learn how to enable Auto Run and what impact it has on your report and user accessibility.

Step 1: Open the report's properties

To the right of the report name, click the green gear icon to open the Report Properties window.

Step 2: Adjust Auto Run settings

At the bottom of the window, you can set Auto Run to be enabled or disabled for the entire report when opening it in Edit Mode (in the Report Builder) or Run Mode.

Whether you use Auto Run can depend on which report you're working with. This setting may be helpful when building reports with a smaller data set so you can see how the data you're pulling in is impacted with each change you make. With larger reports, however, Auto Run can potentially create problems if the report stalls out or freezes upon loading every time you open it.

Notes:

  • Run Mode settings also affect any report bulletins you may have on your Apricot landing page.

  • The Auto Run settings you enable in Report Properties will override any settings enabled at the report section level. If you make changes to the Auto Run setting within a report section's properties (by clicking its green gear icon), the selection made in Report Properties will clear.

Step 3: Save your changes

Be sure to click Apply in the report or section properties once you've finished adjusting the Auto Run settings.

Finally, save your report from the Report Actions palette. You can also publish the report to make the changes immediately available to other users running the report.

Step 4 (optional): Turn Auto Run back on

Any user with access to the report can turn Auto Run back on during their instance of opening the report. For example, if a report's properties disable Auto Run in Edit Mode, a user will see this message in the Report Builder within every report section: "Click to refresh data. Auto run has been turned off for this section. Click here to turn it back on."

Clicking the message will load the first 10 rows of report data for the section within the Report Builder.

Similarly, if a report's properties disable Auto Run in Run Mode, users who run the report or view its report bulletin will see this message within every report section: "Auto run has been disabled for this section. Click here to load your data."

Clicking this text will load every row of report data for the section.

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