Refreshing Documents

A document generated some period of time ago accurately reflects the data as it existed at that time, but may be inaccurate now. You can update WebIntelligence and BusinessObjects documents, keeping the same formatting but querying the database for the most recent data. This is known as refreshing it.

Documents can be refreshed in two ways:

• Manually
• Automatically at specific times or intervals
  This type of scheduled refresh in fact represents a way of distributing documents using a powerful BusinessObjects server product called Broadcast Agent.

Refreshing a document manually

You can refresh any document manually as long as you have refresh rights to the universe used to create the document.

To refresh a document manually:

1. Click the document's name in any InfoView document list to open it in the Document Results page.
2. Click Refresh in the toolbar.

InfoView submits the document to the server for refreshing, then displays the new results on the Document Results page.

If the document contains a user prompt, however, a dialog box appears instead, prompting you for information. For complete information, see Viewing or Refreshing Documents with Prompts.

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