With Schedules, ExtendInsights automatically refreshes an Excel workbook using its configured template or query. This helps keep reports, PivotTables, charts, and dashboards current without requiring a manual download each time.
The refreshed version 10.8 connector layout applies to HubSpot, Salesforce, Chargebee, and Stripe.
Google Analytics users: Google Analytics was not included in the version 10.8 connector layout update. Its panel and button locations may look different from the screenshots in this article. You can continue assigning and managing schedules through the existing Google Analytics interface.
NetSuite users: The NetSuite workspace has separate features and scheduling workflows. Visit the ExtendInsights for NetSuite Help Center for Analytics, SuiteQL, Financial Reporting, and scheduling resources.
Before You Begin
Scheduling is available when the following requirements are met:
You are using ExtendInsights in Microsoft Excel.
The workbook is stored in OneDrive for Business or SharePoint.
The required Microsoft 365 administrator consent has been granted.
The workbook contains an ExtendInsights template or query that can be refreshed.
Important: Confirm that the correct workbook is saved to OneDrive for Business or SharePoint before assigning a schedule. ExtendInsights needs access to the stored workbook to refresh it automatically.
Create and Assign a Schedule
After inserting a template or loading a query and downloading its data, use the following steps to automate future refreshes.
Open the workbook containing the template or query.
Open ExtendInsights and load the template or query.
Go to Assign Schedule at the bottom of the ExtendInsights panel.
Select Create New Schedule.
Enter a Schedule Name.
Choose how often the refresh should run.
Select the time the refresh should execute.
Click Assign to save the schedule.
The template or query is now assigned to the schedule. ExtendInsights will refresh the workbook according to the configured frequency and time.
Manage Schedules
ExtendInsights allows you to create and manage multiple schedules for different reporting needs.
Access schedules from either of the following locations:
Menu → Schedules
Assign Schedule at the bottom of the ExtendInsights panel
Both locations provide access to schedule-management options.
Create an Additional Schedule
Open Schedules.
Select + New Schedule.
Enter a schedule name.
Select the desired frequency.
Select the refresh time.
Select Save.
You can create multiple schedules to support different refresh frequencies.
View Assigned Templates or Queries
A schedule can contain one or more assigned templates or queries.
Open Schedules.
Hover over the schedule you want to review.
Select the ⋮ (three-dot menu).
Select Manage Configured Queries.
From this page, you can:
View the templates or queries assigned to the schedule.
Remove a template or query without deleting the schedule.
Edit a Schedule
Use these steps to change the schedule name, frequency, or execution time.
Open Schedules.
Hover over the schedule you want to change.
Select the ⋮ (three-dot menu).
Select Edit.
Update the available schedule settings.
Select Update.
The updated settings apply to future scheduled refreshes.
Delete a Schedule or Remove an Assignment
If a schedule is no longer needed:
Open Schedules.
Hover over the schedule.
Select the ⋮ (three-dot menu).
Choose the appropriate option:
Option | Description |
Delete | Permanently removes the schedule and stops its assigned refreshes. |
Unschedule | Removes the current template or query from the schedule while keeping the schedule available for other assignments. |
Important: Use Unschedule when you want to remove only the current template or query. Use Delete when the entire schedule is no longer needed.
Use One Schedule for Multiple Templates or Queries
You can assign multiple templates or queries to one schedule. This allows workbooks or reports that require the same refresh frequency to share a schedule.
Removing one assignment does not delete the schedule or its other assigned templates and queries.
Verification
Confirm that the schedule is configured correctly:
The schedule appears in the Schedules list.
The expected templates or queries appear under Manage Configured Queries.
The schedule shows the intended frequency and execution time.
The workbook refreshes at the scheduled time.
Best Practices
Use descriptive schedule names, such as Daily Sales Report or Weekly Executive Dashboard.
Group templates or queries that require the same refresh time under one schedule.
Keep scheduled workbooks in OneDrive for Business or SharePoint.
Confirm that the correct workbook, connection, and template or query are assigned.
Review schedules periodically and remove assignments or schedules that are no longer needed.
Keep scheduled workbooks within Excel Online's 100 MB workbook limit.
💬 Need Help?
Search the CloudExtend Help Center for additional guidance.
If you still need assistance:
Use the in-app chat from the bottom-right corner of the Support site.
Include the following information with your request:
The workbook name and storage location
The schedule name
The connected data source
The template or query name
The configured frequency and execution time
Any error messages or screenshots