> ## Documentation Index
> Fetch the complete documentation index at: https://cubed3-docs-dashboard-link-target-honored.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduled Refreshes

> Scheduled refreshes are available on Premium and Enterprise plans.

<Info>
  Scheduled refreshes are available on [Premium and Enterprise plans](https://cube.dev/pricing).
  <br />Users need at least the [Explorer][ref-roles] 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](#subscribing-to-notifications).
</Info>

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][ref-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](#subscribing-to-notifications) yourself from each
  schedule's email notifications.

<Warning>
  The dashboard must be published before schedules can be created.
</Warning>

## Creating a schedule

Click **New scheduled refresh** in the sidebar footer. A dialog opens
with the following configuration options.

### Frequency

| 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][ref-notifications] to a scheduled
refresh. Click **Add notification** to expand the notification
configuration. See the [Notifications][ref-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][ref-notifications] 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](#duplicating-a-schedule)) |
| Delete    | Remove the schedule permanently                                                                        |

## 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 frequency, 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 that schedule's frequency, timezone, and
  notification configuration. Adjust anything you need, then click **Save** to
  create the new schedule.
* **From the 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][ref-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.
Subscribing adds you to the schedule's email recipients; unsubscribing removes
you. The change takes effect on the next run.

The toggle appears only for schedules that email individual recipients — 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 existing subscriptions are cancelled;
you can subscribe again if it is later switched back to email.

## 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. Sending notifications (if notifications are configured)

The sidebar shows real-time status updates during execution.

[ref-roles]: /admin/users-and-permissions/roles-and-permissions

[ref-notifications]: /docs/explore-analyze/notifications