Skip to main content
Trigger data sync from an insight

Learn how to sync the entities, powering your insight, directly from the insight

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a week ago


Quantive Results provides downloadable insights for the most popular systems, but also enables you to build your own insights from the data you connect with. Your insights measure the state of your business and it is crucial that the data powering them is always up to date.

By default, an insight calculates its results in real time. These calculations are based on your insight logic and use the latest synchronized data form your data sources. Depending on your data source configuration, this sync can range from an automated hourly sync to a manual trigger.

You define the synchronization schedule when you connect a data source to Quantive Results. From an insight perspective, you may not be aware when this last synchronization was performed. Therefore, Quantive Results allows you to trigger a manual sync from the insight. You can see which data sources your insight is using and trigger an on-demand sync.


Perform the following:

  1. In the navigation pane click Insightboards.

  2. Click the insightboard that has the insight, which you want to sync.

  3. In the toolbar of the insight, click the sync button.
    You can see the data entities and the data sources that powers the insight.

  4. To sync it, click Sync.
    If your insight is using more than one data source, you can select which one to sync, or sync all of them simultaneously.

NOTE: Triggering an on-demand sync from an insight does not affect the predefined data source sync schedule. If you configured your insight to sync hourly this schedule will remain.

Did this answer your question?