Auto daily refresh is only available on Enterprise plans and some Professional plans (see BI4Cloud Subscription Prices). Other users should run a Manual Refresh using the green Refresh arrows before running reports.
If your reports don't seem to contain recent data after the auto or manual refresh then there are a few reasons this could be happening.
For Cloud files including MYOB, Xero and QBO:
- The Password has changed: If the Administrator or User password on the accounting company file changes then the data refresh will not be allowed
For Desktop/Server files using the BI Connector only, please check the following:
- Company File Location Changed: If your company file has been moved to a new location / server, the company file definition in the desktop connector must be updated to reflect this.
- Shared Drives: Company files cannot sync if they are using a shared drive on the windows network. This is due to security issues with the user account running the windows service. To use a company file on a shared drive, a UNC file path must be used instead (\\Server\\Path to Company File)
- Windows Security: The account used to run windows service must have permission to access company file, please check the windows service properties and verify that the user account has permission to access the company file.
- Further information about the setup is on the link BI desktop connector for windows service and the link BI Connector and Network Files has details on using network files.