Reports based on saved searches do not reliably or immediately update?

Hi Rumi! Were you able to get this resolved? It does seem like a bug that needs a support ticket, but let me know if you need help reaching out to support!

no, ​@rachel moody I’m still seeing it.  In fact, my client complained yesterday that a report update that they were demoing at a training (where applying an activist code to a record should have triggered that record appearing in a report) didn’t happen because of this lag (i.e. the activist code application did add it to the saved search result for that report, but the report was still showing the rows from the original search results before the activist code was applied). 

This is not specific to any clients but something I’ve seen in different report manager reports across different clients.  if there’s a lag, it needs to be clear that this lag exists and to check back in X minutes or hours for the updated results.  Otherwise it’s not merely inconvenient (or in my client’s case, perhaps embarrassing in a public setting) but could really be problematic if a client shares reporting results it believes to be up to the minute when that’s not the case. This again is a problem that I’ve seen when a report is using a dynamic saved search and the report still displays the search results from an earlier time the report was run instead of refreshing, and there doesn’t appear to be a way to force refresh the saved search within the report itself, even though the saved search results when run outside of the report produce the correct updated results. 

I’ll log a bug ticket in any case.

​@Rumi Matsuyama I am not sure if the problem you’re describing is the same as what I just discovered but I’m putting it here in case they’re linked. 

My situation was that I created a Saved Report Template and then scheduled daily delivery. I noticed over time that a date filter I added kept getting dropped from the scheduled report, so I reported this to support. 

After some testing, I noticed that the reason the date filter was getting dropped is because I would sometimes go to the Saved Report, run it, and then delete the date filter so I could see full results. I did not click Save because I was just quickly checking some stuff. However, Report Manager apparently keeps the last run version of a saved template, even if you didn’t actually click Save. Support says this is expected behavior. 

I don’t think it’s expected behavior. I’m not sure if this relates to your situation, but FYI. I’ll also paste my reply to Support here.

I'm surprised that this is expected behavior in EveryAction's Report Manager. My understanding of generally accepted UI is that something that is Saved should actually be immutable unless the admin proactively clicks the button called "Save" or "Save As." For example, when running a Saved Search, I can change the parameters in the Create a List, but if I don't click "Save" or "Save As" then my changes do not stick. (And I don't want them to stick unless I actually click Save intentionally.)

What you describe is more similar to "Autosave" which is behavior that I expect to see in creative programs like Microsoft Word, Google Documents, or the Targeted Email Drag and Drop Editor. 

I looked through the help files on Reporting and could not find any description that this is expected behavior. At a minimum, I would recommend Bonterra adds this to the help files. If I missed it, then please let me know where it is. This is the closest article I could find: https://community.bonterratech.com/reporting-54/how-do-i-manage-export-and-take-actions-on-reports-282?tid=282&fid=54

At a maximum, I would recommend to the product managers that a Saved Report Template should not retain the last state the report was run in unless the admin proactively clicks Save. 

​@Sally Heaven  your description is a different issue, but the new report updates around this have been a bit confusing to me also at times, and obviously has led to some unintended results like this!

If you “restore default filters” before you leave the report, does help (though I totally understand it might be hard to remember to do that every time?).