How to refresh a report in Excel

Last updated: February 9, 2026



There are three ways to refresh your imported data in LiveFlow:

Method 1 - Enable Automatic Refresh (Recommended)

  1. Go to Manage Reports by clicking the menu button (3 Lines) in the top-left corner of your LiveFlow window

  2. Click the “Auto-Refresh Toggle”

  3. This setting ensures that all reports refresh automatically every time the document is opened.

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Method 2 - Manually Refresh All Reports

  1. Open LiveFlow

  2. Go to Manage Reports

  3. Click "Refresh all reports" to manually update all of your reports at once

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Method 3 - Manually Refresh Individual Reports

  1. Open Manage Reports

  2. Locate the specific report you want to update

  3. Click on "Refresh all reports" to manually update the specific report