Scheduling Auto-Refresh
Two Minute Reports can automatically refresh your data and send reports on a schedule that works for you. This eliminates manual data updates and keeps your stakeholders informed with the latest insights.
Setting Up Scheduled Refreshes
Navigate to Schedule Reports
In the TMR sidebar, click Menu and select Schedule Reports.
Add a New Schedule
Click Add to create a new scheduled refresh. You'll configure:
- Which query or queries to refresh
- When to refresh (frequency and time)
- Who receives automated reports (optional)
Select Queries
Choose which data queries to include in this schedule. You can select multiple queries if they should refresh on the same schedule.
Set Refresh Frequency
Choose how often you want data to refresh:
- Hourly - Every hour at a specified minute
- Daily - Every day at a specific time
- Weekly - Every week on a selected day and time
- Monthly - On a specific day of the month
Set the Time
Specify the exact time for refreshes to occur. Consider scheduling during off-hours if you have large data requests that might impact performance.
Email Reports (Optional)
You can automatically send reports to your team or clients via email:
Enable Email Delivery
In the schedule settings, enable "Send Email Reports" if you want automated distribution.
Configure Recipients
Add email addresses for recipients. You can include team members, clients, stakeholders, or distribution lists.
Choose Report Format
Select whether to attach a PDF, Excel/CSV export, or both.
Customize the Subject and Message
Write a custom email subject and optional message to include with each report.
Smart Refresh
For large data queries, enable Smart Refresh to avoid timeout failures:
- Smart Refresh breaks large requests into smaller chunks
- Data refreshes sequentially rather than all at once
- Reduces the risk of hitting API rate limits or timeout errors
- Takes longer but is much more reliable for complex reports
Managing Active Schedules
You can view all active schedules in the Schedule Reports section:
- View details - Click any schedule to see its configuration
- Pause/Resume - Temporarily disable a schedule without deleting it
- Edit - Modify the frequency, recipients, or other settings
- Delete - Remove a schedule permanently
Testing Your Schedule
Before relying on automated schedules:
- Run your query manually to verify the data looks correct
- Set up a test schedule for a small time window
- Verify that emails arrive as expected
- Check that the data in subsequent refreshes is accurate
Timezone Management
TMR respects the timezone settings in your Google Account. If schedules don't run at expected times:
- Check your Google Account timezone settings
- Verify the time zone in your Google Sheets document
- Contact support if there are persistent discrepancies
Troubleshooting
Schedule didn't run:
- Check that your connected accounts still have valid permissions
- Verify that your data sources haven't changed or been revoked
- Review the schedule settings to ensure the frequency is correct
Email reports not received:
- Verify recipient email addresses are correct
- Check spam/junk mail folders
- Ensure your email settings allow external services to send mail
Data looks incorrect:
- Run the query manually to compare results
- Check if your data source was recently updated or changed
- Review any filters or date range settings
Contact [email protected] if issues persist.
Next Steps
- Manage your reports — organize queries and build dashboards
- Troubleshoot refresh issues — fix common schedule and email problems