Automatic updates ensure that the displayed data is refreshed at defined intervals, keeping analyses always up-to-date without the need for manual intervention.

This feature is useful in situations where views remain continuously open on a portal, such as on kiosks or monitoring screens, ensuring that users always see up-to-date information.

Here's how to set up the feature:

1. Access the view editor.

2. Go to the Settings tab and expand the Automatic Update field .

3. Check the Enable automatic update option .

4. Define the update interval . By default, automatic updates occur every 30 minutes; however, it is possible to change this interval to the time that best suits your needs without burdening your server.

5. Save the view data.

Security defines who can access and edit the view.

Here's how to set up the feature:

1. Access the view editor.

2. Go to the Settings tab and expand the Security section .

3. Click the Set analysis permissions button .

4. On the Security screen , enable the Private option . 

5. Fill in the fields in the Edit and View columns to define the users, teams, areas, and/or roles that will be allowed to perform the respective operations.

6. To do this, simply type the desired user name, team, area, or function in the available field, select the corresponding option from the list that will be displayed, or press the "Enter" key on your keyboard.

7. Click the Save button .

8. Save the view data.

The view cache temporarily stores the results of an analysis. This makes loading information faster and prevents the server from being overloaded with repetitive executions, especially in views that do not change very often.

To ensure transparency and clarity, whenever a user views data from the cache, the system displays the date and time that cache was generated.

Here's how to set up the feature:

1. Access the view editor.

2. Go to the Settings tab and expand the Cache field .

3. Check the Enable data caching option . Once this option is checked, the remaining parameters will be available for configuration.

4. Enable the "User can update data" option to allow users to manually update the cache. When checked, the view displayed in a portal will show a button that allows for immediate data updating.

5. Enable the User Level option to create an individual cache for each user. This way, the data displayed in the view comes from a private cache, ensuring that each person only sees the information they have permission to access.

6. Save the view data.

Scheduling allows you to program the sending of reports via email, facilitating the periodic sharing of insights and ensuring that users receive the information at the appropriate time.

Here's how to set up the feature:

1. Access the view editor.

2. Go to the Settings tab and expand the Scheduling field.

3. Click the Scheduling button .

4. Make the necessary settings on the Scheduling Details screen. 

5. After saving the schedule, save the view data.