Use scheduled report refreshes to automatically update and share reports by email. Supermetrics will refresh and send reports following the rules you establish. These rules define what reporting should be updated and where it should be sent when it's ready.
If you set up a scheduled refresh, Supermetrics will update data in the entire file with every refresh.
You can also set up alerts to your Google Sheets file. If there's an issue with the report that requires your attention or when a specific condition is met, an alert is sent to the specified email address or to a Slack or Teams channel. Take a look at the instructions for setting up an alert.
Most Supermetrics licenses support scheduled refreshes that can be set to run once a day or once a week. Licenses purchased with our sales team can support refreshes every hour. Contact us to learn more.
Instructions
- Open the Supermetrics sidebar in Google Sheets.
- Click the Schedules tab at the top of the sidebar.
- Click Automatic refresh.
- Choose the options you'd like for your scheduled refreshes. This includes email settings, like whether you'd like to be notified if a refresh fails.
Your license determines how frequently you can run the scheduled refresh for your reports. If your license supports one refresh per day, for instance, and you schedule more than one, only the first one will run.
After you've added multiple scheduled refreshes, you can manage them all at once by opening the Schedules tab and clicking View all schedules in all spreadsheets at the bottom of the sidebar. This will show all of your scheduled refreshes, when they were created and last refreshed, as well as their current status.
Click on any refresh to start making changes to it.
Timezone
When you create a scheduled refresh, it will default to using the time zone setting in the Google Sheets file.
If you change the file's time zone, you'll need to delete and re-add any scheduled refreshes that you want to run in the new time zone. If you don't update the scheduled refreshes, they'll continue to use the file's old time zone.
If you want to transfer scheduled refreshes from another user or your own old user ID to the Google Account that's currently logged in, transfer the refresh's ownership in the Sheets file.
- In the Supermetrics sidebar, navigate to the Schedules tab.
- Click the 3-dot icon next to the scheduled refresh you want to transfer.
- Click Transfer to me to transfer the refresh ownership to your current user account.
Best practices
Following these best practices when setting your scheduled refreshes up should help keep them running reliably.
You can view all of your scheduled refreshes — including their status and when they were last refreshed — by clicking the Schedules tab in the sidebar and scrolling down to View all schedules in all spreadsheets.
Keep the scheduled refresh count low
It's best to keep the number of scheduled refreshes per file as low as possible. Ideally, this means 1 or 2 refreshes per file. Supermetrics has a hard limit of 5 scheduled refreshes per file to maintain their reliability. We recommend breaking data into separate files if you need more scheduled refreshes.
It's a good idea to keep the number of scheduled refreshes per account below 50. Having 100 or more can cause refreshes to fail.
Avoid running too many scheduled refreshes in the same hour
A Google Apps Script limitation means that the default scheduled refresh system can only handle about 6 minutes per account per hour, so if it can't complete the refresh in that 6 minutes, the refresh will get pushed out. This can cause reliability issues.
To help with this, avoid setting too many scheduled refreshes to run at the same time, and if you can, spread non-key refreshes out to off-hours (like after work or at night).