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DocumentationPresent & ShareScheduled Refreshes

Scheduled Refreshes

Scheduled refreshes are available on Premium and Enterprise plans .
Users need at least the Explorer role and Edit or Manage permission on the workbook to set up scheduled refreshes.

Scheduled refreshes allow you to automatically refresh published dashboards on a recurring schedule. When a scheduled refresh runs, the dashboard widgets are queried in the background, refreshing Cube’s in-memory cache. This warms up dashboards so they load instantly when users open them, eliminating wait times.

You can also attach notifications to scheduled refreshes to send email or Slack messages with a dashboard screenshot after each refresh.

Accessing scheduled refreshes

From the Dashboard Builder, click the calendar icon in the toolbar to open the scheduled refreshes sidebar. From this sidebar, you can create new schedules, modify existing ones, or remove schedules you no longer need.

The dashboard must be published before schedules can be created.

Creating a schedule

Click New scheduled refresh in the sidebar footer. A dialog opens with the following configuration options.

Frequency

OptionDescription
HourlyRuns every hour at the specified minute
DailyRuns once a day at the specified time
WeeklyRuns on a chosen day of the week at the specified time
MonthlyRuns on a chosen day of the month at the specified time
CustomAccepts a cron expression (5-part: minute hour day month weekday)

Time is specified in 12-hour format with an AM/PM selector. For Hourly schedules, only the minute field is shown.

Timezone

Select from common timezones including UTC, US timezones, London, Paris, Berlin, Tokyo, Shanghai, Singapore, and Sydney. Defaults to your browser’s timezone if it matches a common one, otherwise UTC.

Notifications

You can optionally attach notifications to a scheduled refresh. Click Add notification to expand the notification configuration. See the Notifications page for details.

Click Save to create or update the schedule.

Managing schedules

The sidebar lists all existing schedules with the following information:

  • Status indicator — current state: not run yet, last run succeeded, last run failed, or currently running with phase details.
  • Schedule description — human-readable text like “At 09:00 AM”.
  • Enable/disable toggle — turn schedules on or off without deleting them.
  • Next run time — shows the next scheduled execution, or “Disabled” if the schedule is off.

Actions

ActionDescription
Run nowManually trigger the schedule immediately
EditOpen the form dialog to modify the schedule
DeleteRemove the schedule permanently

Run phases

When a scheduled refresh runs, it progresses through these phases:

  1. Initializing
  2. Fetching credentials
  3. Refreshing dashboard
  4. Generating screenshot (if notifications are configured)
  5. Sending notifications (if notifications are configured)

The sidebar shows real-time status updates during execution.

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