1. Authoring and Approving Doclets for Narrative Reporting
  2. Authoring and Approving Doclets on the Web
  3. Authoring Doclets on the Web
  4. Refreshing Report Content

Refreshing Report Content

Performing a Refresh Data Source or Refresh All at the Report Package level executes a background process that systematically goes through and refreshes all doclet's associated with the data source selected.

  • The refresh process checks out each doclet and fully processes all of its report content (same as if the doclet was checked out & refreshed directly).

  • The processing time for the Refresh is directly related to the number of doclets impacted by the refresh action.

    Performing a Refresh All on a Report Package which contains a large number of refreshable content will result in extended processing time.

The background process of each Refresh activity includes the following:

  • For Refreshing Reference Doclets, such as Reports and Excel with Smart View Refresh Enabled

    • The system will check out the doclet and then opens Report or Excel File
    • Refreshes the Report or selected Excel Worksheets and then recalculates all selected worksheet (Excel only)
    • Updates all available content and then refreshes all doclets which embed available content (check out, replace available content, check-in) one by one
    • If an Excel file contains source reference variable values, the system updates the variable values and then refreshes all doclets which embed the reference variables (check out, update variable value, check-in) one by one
    • Check-in the Reference doclet

  • For Refreshing Reference Doclets, such as Reports and Excel doclet with Smart View Refresh

    • The system will check out the doclet and then opens Report or Excel File
    • Refreshes the Report or selected Excel Worksheets and then recalculates all selected worksheet (Excel only)
    • If an Excel file contains source reference variable values, the system updates the variable values and then refreshes all doclets which embed the reference variables (check out, update variable value, check-in) one by one
    • Check-in the doclet

To Refresh All report content in a report package:

  1. Open the Report Packages.

  2. From the top right action button menu, select Refresh, and then select All or select a data source from the drop-down list.

Note:

  • As the refresh process may take an extended period to process all the impacted doclets, it is recommended to perform this refresh when there is a limited activity within the Report Package.

  • While the background process is executing, the Report Package is locked for editing. This will prevent any modifications to the Report Package structure & prevent any doclets from being checked in. Once the background process completes, the Report Package will be unlocked.