Project automations - auto-refresh reports

Project Automations let you set your Omniscope project to run automatically on a schedule.
When enabled, the automation will refresh the project’s Report blocks in the background at the times you choose.

This means dashboards are always updated in advance, so viewers see fresh data immediately.

Licence requirement

You’ll need the Basic Scheduler Add-on in your licence to use Project Automations.

Server settings (admin)

Project automations are governed by global settings in Scheduler → Settings.

• Enable project automation: Turns project automation on or off for the entire server. When disabled, projects will not be able to create or run automations.
  
  

• Minimum project automation interval: the shortest frequency users are allowed to pick (e.g., Hourly). Any schedule shorter than this (e.g., Minutes/Seconds) is blocked.
  These settings apply to all projects on the server and are enforced in the project’s Automation dialog

How do I set up a Project Automation?

1. Open the project you want to automate.

2. Click the three-dots (…) menu in the top-right corner.

3. Select Automation.

4. Enable Project Automation.

5. Configure the schedule:

   • Choose the frequency and interval
     Frequencies include seconds, minutes, hourly, daily, weekly, monthly, and yearly.
     
     Note: Available frequencies may be limited by your server’s Minimum project automation interval setting (set by an administrator in Scheduler → Settings).
     
     For example, if the server’s minimum is Hourly, you won’t be able to choose Seconds or Minutes.
     
     

   • Set the interval (e.g. every 30 minutes, daily at 08:00).
     
     

        Note: All project automation schedules run in the server’s timezone.

Where can I see my automations?

Once a project automation is enabled and configured:

• It appears in the Scheduler app → Project schedules page (which will show automations for all the projects).

• It also appears in the Project automation dialog from the three-dots (…) menu > Automation for a given project.

Why can’t I select certain intervals?

If you can’t choose a shorter interval (e.g., Minutes), your server admin has set a Minimum project automation interval in Scheduler → Settings.

Ask your admin to lower that minimum if your use case requires more frequent runs.

If an existing automation becomes shorter than the new minimum, you’ll see an in-app message and will need to adjust the schedule to a permitted frequency.

How do I check what happened?

• For more details (for example, if something fails), you can check the Scheduler logs, and search for your project in the logs and you should be able to see what happened.