Dashboards are not refreshed every time we open them; that's the reason behind the refresh button.
Like reports, we can enable users to subscribe to the dashboard to refresh them automatically and receive the results by mail. We can create a daily recap of the status of the call center (unclosed cases, escalated cases, expiring SLAs, and so on) or a weekly review of ongoing deals.
Click the Subscribe button on the top header of a dashboard to enable a subscription; the following modal shows up:
We can subscribe to up to five dashboards and refresh on a daily, weekly, or monthly basis. It is possible to subscribe to our own user or other users, groups, or roles, but the dashboard must be placed inside a non-private folder (otherwise the Edit Recipients button will not be shown). The kind of entities you can subscribe...
