Scheduled Refreshes

Scheduled refreshes are available on Premium and Enterprise plans.

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. Anyone who can view the dashboard can open the sidebar to see its schedules and subscribe to notifications.

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 same calendar icon is also available on a published dashboard, so you can reach the sidebar without opening the builder. What you can do there depends on your permission on the workbook:

• Edit or Manage — the full sidebar: create, edit, run, and delete schedules.
• View only — a read-only list of the configured schedules, where you can subscribe or unsubscribe yourself from each schedule’s email notifications.

To see the scheduled refreshes of every dashboard in the deployment in one place, use the Scheduled refreshes tab of the Scheduled page.

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.

Schedule

Pick how often the refresh runs with the Schedule select:

Option	Description
Hourly	Runs every hour at the specified minute
Daily	Runs once a day at the specified time
Weekly	Runs on a chosen day of the week at the specified time
Monthly	Runs on a chosen day of the month at the specified time
Custom	Accepts 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.
• Notification channel — when a notification is configured, the card shows its delivery channel, for example “Notification: Email” or “Notification: Slack (#channel)”.

Actions

Action	Description
Run now	Manually trigger the schedule immediately
Edit	Open the form dialog to modify the schedule
Duplicate	Create a new schedule pre-filled from this one (see Duplicating a schedule)
Delete	Remove the schedule permanently

Viewing all scheduled refreshes

The sidebar shows the schedules of one dashboard. To see every scheduled refresh in the deployment, open Scheduled in the deployment sidebar and select the Scheduled refreshes tab of the Scheduled tasks and refreshes page. The tab has its own URL, so you can bookmark it or reload it and land on the same tab. The page’s other tab lists Scheduled Tasks; if you can use only one of the two, the page shows it without tabs.

The tab is available to users with the Explorer, Developer, or Admin role. Users with the Viewer role don’t see it; they reach a dashboard’s schedules from the calendar icon on the published dashboard.

The list includes a scheduled refresh only if you can open its workbook, including workbooks you don’t own. A schedule on a workbook you have no access to is not listed, even when that workbook sits in a folder you can see. Admins see every scheduled refresh in the deployment. Each row shows:

• Enable/disable toggle — the untitled first column; turns the schedule on or off.
• Dashboard — the dashboard’s title. Click it to open the dashboard in the Dashboard Builder.
• Schedule — the human-readable schedule, like “At 09:00 AM”.
• Next run — the next scheduled execution, or “Disabled” if the schedule is off.
• Notifications — the delivery channel, for example “Notification: Email”, or ”—” when no notification is configured. A Slack notification shows its channel name only on rows you can edit; other rows show “Notification: Slack”.
• Subscribe — the subscribe toggle for schedules you can only view.

Use the search box above the list to find a schedule by its dashboard title or its schedule text.

What a row offers depends on your permission on its workbook:

• Edit or Manage, whether set on the workbook or inherited from its folder — the enable/disable toggle and a ⋯ menu, always shown, with Run now, Edit schedule, Duplicate schedule, and Delete. Delete asks for confirmation first. Admins get these controls on every row.
• View only — no toggle and no ⋯ menu. If the schedule sends email notifications, the Subscribe column holds a toggle to subscribe or unsubscribe yourself. A schedule that posts to Slack has no toggle.

Edit schedule and Duplicate schedule open the same dialog as the sidebar, pre-filled from the schedule and tied to its dashboard. Save as copy is available only in the sidebar’s edit dialog.

If an enabled schedule could not be registered to run automatically, its Next run column shows “Couldn’t schedule” instead of a time. On a row you can edit, click Retry next to it to register the schedule again.

Creating a schedule from the list

Click New scheduled refresh above the list. The dialog described in Creating a schedule opens with an extra first field, Dashboard, which lists the published dashboards you can edit. Select one, set the schedule, and click Save; the new schedule appears in the list under that dashboard’s title.

Duplicating a schedule

To create a new schedule based on an existing one — for example, to send the same dashboard to another Slack channel or a different set of recipients without re-entering the Schedule, timezone, and notification settings — you can duplicate it. There are two ways:

• From the sidebar — click the duplicate (copy) icon on a schedule card. The form dialog opens pre-filled with its Schedule, timezone, and notification configuration. Adjust anything you need, then click Save to create the new schedule. On the Scheduled refreshes tab, choose Duplicate schedule from the row’s ⋯ menu instead.
• From the sidebar’s edit dialog — while editing a schedule, click Save as copy in the dialog footer. This creates a new schedule from the current form values, including any unsaved changes, instead of updating the original.

Duplicates are independent schedules: the original is left unchanged, and the copy keeps the source schedule’s enabled or disabled state.

Subscribing to notifications

If a schedule sends email notifications, anyone who can view the dashboard can subscribe to it themselves — an editor does not have to add them as a recipient. Open the scheduled refreshes sidebar from the published dashboard and use the toggle on a schedule to subscribe or unsubscribe. The same toggle appears in the Subscribe column of the Scheduled refreshes tab.

The toggle covers every way that schedule could reach you, in one click. If you were added individually, unsubscribing removes you from its recipients. If you are reached through a user group — or several — it also records you as an exception to each of those groups on this schedule, so the group keeps notifying everyone else but stops emailing you. Subscribing reverses both: it clears those exceptions and adds you back as a recipient in your own right. The change takes effect on the next run.

Unsubscribing affects only this schedule. It does not remove you from the user group, and it does not change any other schedule that group receives.

The toggle appears only for schedules that send email — those with notifications enabled and the email delivery channel. A schedule delivers to either individual inboxes or a Slack channel, not both, so a schedule that posts to Slack (or that has notifications turned off) has nothing to subscribe to. If an editor switches a schedule to Slack, its individual subscriptions are cancelled and any group exceptions it held are cleared; if it is later switched back to email, everyone starts from the group’s full membership again and can subscribe or unsubscribe afresh.

Every notification email also includes a one-click Unsubscribe link in its footer, so a recipient can stop receiving a schedule’s emails without signing in to Cube. It behaves exactly like the toggle, covering both a direct recipient row and any user group delivering to you. This works for any recipient, including those added directly by an editor and embed users who have no Cube account of their own.

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. Generating AI summary (if the notification has AI summary turned on)
6. Sending notifications (if notifications are configured)

The sidebar shows real-time status updates during execution.