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Dashboards

The existing dashboards don't seem to be updating changes. if i go to the individual dashboard entity within the dashboard tab then it's picking up the right values.

on the home tab when choosing the opportunities dashboard it's showing old information.

do i have to create my own and replace those supplied?

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  • Hey Ade,

    The standard dashboards cannot be edited and you would need to create your own. however, old information should not be showing and if this persists please let us know.

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  • Hi.

    Logged in this morning and values are correct.

    however, added a new line to the value of £5k. main dashboard does not show the new addition. going to the card does show the correct value.

    logging off and on again does not change values.

     

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  • Hello Ade,

    I tried taking a look at this in your Insightly Account and was unable to locate the newly added line to the value of £5k. Can you confirm if this was deleted and is the issue still occurring for you?

    Please let me know if you need further assistance! 

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  • it's not there because i took it out and added others.

    by all means add a line - it's only test data - and see how this is not reflected in the dashboard on the home screen.

    only when you delve into the cards does the true figure show. it seems if you move away from the program and then come back a few hours later it gets updated - almost like there's a once a day refresh setting somewhere.

    also, the refresh button does nothing and if you change the size of the cards and then move away from that screen and then go back they reset themselves to what they were originally. something changed on this as when i first looked at the individual cards you could resize them individually - this seems to have been lost somewhere.

    the only thing i've done that may not be standard is linked this account to quotient via zapier.

     

    ade

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  • Hello Ade,

    Thanks for providing that information!

    I'll proceed to create a ticket for us to help with better communication and troubleshooting. Please keep an eye on an email from me today. 

    Thanks for your patience! 

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  • I'm having this same problem. Dashboards home screen tiles aren't updating, even though the individual cards are updating properly once you click them to view individually. Refreshing and logging in/out doesn't help.

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  • To quote support "To help explain Insightly's Dashboards do have a 60 minute-cache which is why you see a delay in information. "

    I've indicated 60 minute reresh is not good enough - we need to be able to see data immediately. Manual refresh would be fine if it worked.

    Regards

    Ade

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  • Thanks. Consideration of the cache solved the problem for me.

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