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Reports
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Report Config

Refresh Report Data


Reload live data for a report page or for a single card while you edit. Use Refresh when numbers look stale, after source data has updated, or before you share a report and want the latest values.

How report data caching works

Jepto caches analytics results so charts and tables load faster the next time you open a report, change pages, or revisit the same date range and filters.

  • Cached results — When a card’s query matches a recent result (same metrics, dimensions, dates, filters, and sources), Jepto can reuse that result instead of re-running the full query against your data sources.
  • Faster reports — Warm cache means shared links, emailed reports, and day-to-day editing open with less wait time, especially on multi-card pages.
  • Background refresh — Jepto also refreshes report caches on a schedule in the background (typically about every 12 hours per report). That keeps commonly used queries warm without you clicking Refresh every time.

Caching does not change your saved card settings or layout. It only stores query results so they can be returned quickly.

What Refresh does

When you click Refresh in the report header, Jepto:

  1. Clears cached results for the chart and table cards on the current page.
  2. Re-runs those cards’ data queries with the current date range and page filters.
  3. Updates the cards as fresh results arrive.

That is a manual cache bypass — you force Jepto to fetch the latest data from your connected sources for this page, even if a cached result would have been used.

Changing the report date range or an interactive dropdown filter also reloads card data for the new selection. Use the header Refresh when you want the latest numbers for the same filters and dates (for example after campaigns updated in Google Ads).

Refresh the whole report

  1. Open the report.
  2. Click Refresh in the report header (tooltip: Refresh data).

This reloads data for cards on the current page. Multi-page reports: switch to another page and refresh again if you need that page’s cards updated too.

Refresh is available once the report has finished loading and a date range is available. While refresh is running, the header control shows a loading state until page cards finish updating.

Refresh a specific card

  1. Open the report in Edit.
  2. Click the card you want to update to open the card editor.
  3. In the card preview controls, click Refresh (tooltip: Refresh preview data).

This refreshes data for that card only (in the editor preview). It is useful while you tune a data query and want a fresh preview without reloading every card on the page. Save the card if you also changed settings.

Preview date range and preview filters in the editor are for exploration — they do not permanently change the saved card until you update the saved DATA / filter settings. See Data Query.

Which cards are affected

  • Charts and tables — Refresh reloads their live metrics and dimensions.
  • Filter cards (date range, dropdown) — Stay as controls; they do not show metric series, but changing them triggers data reloads on other cards.
  • Text, HTML, and image cards — Not driven by analytics queries; Refresh does not change their content.
  • Analysis cards — Narrative / analysis content follows their own update path; use Refresh when you need underlying chart/table data on the page refreshed.

When to use Refresh

  • After data changed in a connected platform and the report still shows older numbers.
  • Before Share or Send, when you want to confirm clients see the latest figures.
  • When a chart looks empty or wrong and you have already checked filters and date range — a forced refresh rules out a stale cache hit.
  • After fixing a data source connection or Data Model field, to pull results with the corrected setup.

You do not need to refresh every time you open a report. Normal opens and filter/date changes use caching so pages stay responsive; Refresh is the explicit “get me the newest data now” control.

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