Reporting 2.0 - Refresh Actions Disabled When Refresh In Progress

Prior to this enhancement, users on the report viewer page could initiate a report refresh and then click on another report refresh action, even when a report query was still in progress. This led to excessive and unnecessary query executions, resulting in unexpected report results.

With this enhancement, the system restricts access to refresh-related actions when a report query is in progress.

On the Report Landing page, the following actions are disabled when a report query is in progress:

  • Download your report - Schedule for Now

  • Export to Excel

On the Report Viewer Page, the following actions are disabled when a report query is in progress:

  • Download your report - Schedule for Now

  • Export to Excel

  • Field filters

  • Refresh

How Does this Enhancement Benefit My Organization?

Disabling the ability to refresh while a report refresh is in progress will reduce the number of report query executions and minimize unexpected report results, contributing to enhanced system performance and ensuring a smoother and more responsive user experience.

Resources

Click here to access the Reporting 2.0 Feature Focus playlist.

Implementation

This functionality is automatically enabled for all organizations using the Reporting 2.0 module.

Permissions

For more information about Reporting 2.0 permissions, see the following:

  • Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
  • Permissions List - This provides the list of permissions and their relationships so that you know which permissions users need to have to create and view reports.