This article explains how to schedule automatic refreshes for Insights (including resource and plan insights). This requires the app 'Insights' to be installed and configured. See How do I add apps? and Configure Insights.
Go to the Admin pages and select General in the navigation.
Set a Schedule for Automatic Refresh
- Expand the Schedules topic heading.
- Click the Edit icon next to Insights. The Edit Schedule form will open.
- Complete the Edit Schedule form.
- Schedule Type: Select the type of schedule to run the Cost Type Import function. Options are Daily and Monthly.
- Days of Week: Select which day(s) of the week to run the Cost Type Import function.
- Time of Day: Select the time of day to run the Cost Type Import function.
- Timezone: Select the timezone where the function schedule will run.
- Click SAVE. Insights will now automatically refresh on the schedule you have set.