Why reports can differ
Live screens read the current transaction table, while some dashboards cache summary values on a schedule. A few seconds to minutes of lag is normal.
- Refresh the page to reload live data.
- Check the report's date range and branch filters.
- Verify whether the report includes draft or only confirmed documents.
Force a refresh
- Apply the latest filters and click Refresh.
- If a widget still looks stale, reload the browser tab.
- For API consumers, re-request with the updated cursor.
Escalating a real mismatch
When figures genuinely disagree after a refresh, record the three numbers (live, cached and reconciled) with timestamps and send them to support.
Note
Include the exact record IDs so we can trace the pipeline from transaction to report.