---
schema_version: "1"
id: 73c2b80c40632cbc2c9b86a662e932c7ea1020ccc0d04e443a806dcdb874fb8d
title: Refresh the Enablement Reports and Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_analytics_refresh.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_analytics_refresh.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 501f093c15b0e639681190b96417ae9dc1bd801aa2216518182c238e8136efbe
description: Enablement includes prebuilt reports and dashboards for tracking program performance and progress. Different reports and dashboards are available depending on whether you’re using Enablement Lite, full Enablement, or Partner Enablement. For all program types, you can make sure that your Enablement team can access the latest version of prebuilt analytics by refreshing the reports and dashboards in Setup. If your Enablement team has customized any of the prebuilt reports or dashboards, take care that you don’t override those customizations.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Refresh the Enablement Reports and Dashboard

Enablement includes prebuilt reports and dashboards for tracking program performance and progress. Different reports and dashboards are available depending on whether you’re using Enablement Lite, full Enablement, or Partner Enablement. For all program types, you can make sure that your Enablement team can access the latest version of prebuilt analytics by refreshing the reports and dashboards in Setup. If your Enablement team has customized any of the prebuilt reports or dashboards, take care that you don’t override those customizations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Enablement is available in <strong>Developer</strong> Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Einstein 1 Sales Edition</strong> Editions for an additional cost</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Enablement Lite is available with Sales in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Partner Enablement is available in <strong>Developer</strong> Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions for an additional cost. A <a href="https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&amp;language=en_US" target="_blank">supported PRM add-on license</a> is required.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d18494e100">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18494e100 ">To refresh the Enablement reports and dashboards:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18494e100 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Modify All Data OR Customize
                Application</p>
            </td>
          </tr>
        </tbody>
      </table>

If Enablement analytics change, we update the prebuilt reports and dashboards in a release with a new version. When the prebuilt analytics don’t change, the reports and dashboards from the previous release remain the latest version. If your Enablement team doesn’t see the latest analytics, you can manually refresh them from Setup.

Before you refresh, check whether your team has customized any of the prebuilt items. Refreshing overrides any customizations made to the prebuilt reports, report types, and dashboards. We recommend that you save any customizations made to previous versions of the prebuilt items before you refresh them.

1. From Setup, in the Quick Find box, enter Enablement, and then select the page for the types of programs you’re creating.
    - For Enablement Lite or full Enablement, select **Enablement Settings**.
    - For Partner Enablement, select **Partner Enablement Settings**.
2. Scroll to the step for refreshing analytics.
    - For Enablement Lite, scroll to the Refresh Your Prebuilt Reports step.
    - For full Enablement or Partner Enablement, scroll to the Refresh Your Prebuilt Reports and Dashboard step.
3. Read through the information shown in the step and determine whether anyone has customized the current version of the prebuilt reports and dashboards.
    - If any prebuilt reports or dashboards have been customized, navigate to the Reports and Dashboards tab and save copies of the customized items.
    - If no prebuilt reports or dashboards have been customized, continue to the next step.
4. Review the list of prebuilt reports and dashboards that are refreshed this list, and click **Refresh**.

For Partner Enablement, if the Refresh action isn’t available, the Partner Relationship Management (PRM) root folders for reports and dashboards must be regenerated first. Go to PRM Setup and regenerate the PRM Reports and PRM Dashboards folders, then try refreshing prebuilt reports and dashboards from the Partner Enablement Settings page again. See [Get the Latest Partner Relationship Management Reports and Dashboards](https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_get_latest_reports_dash.htm&language=en_US).

After refreshing, verify that the missing analytics are now available in the Enablement reports and dashboards for this release. Refreshing sometimes takes a few minutes.

If you still don’t see the latest analytics, verify that you set up related features correctly. Try refreshing again, or contact Salesforce Customer Support.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-enablement-264-0-0-production-enus/4a7278f8-cbf0-413e-95e6-6a1aa646877b/images/icon_note.png)

Note Enablement Lite includes only prebuilt reports, but no prebuilt dashboard like you get with full Enablement. In Enablement Settings, the option to refresh prebuilt reports applies to these Enablement Lite reports. When you upgrade to full Enablement, the refresh action applies only to the prebuilt reports and dashboard included with the full license. The prebuilt reports included with the free license remain available but are no longer refreshed.

#### See Also

- [Tracking Enablement Program Progress](https://help.salesforce.com/s/articleView?id=sales.enablement_analytics.htm&release=264.0.0&type=5 "See how users are performing against an Enablement program’s outcomes, milestones, and exercises. Prebuilt dashboards and reports provide insights to help you analyze how well Enablement programs are changing behaviors and improving business outcomes.")
- [Enablement Lite Considerations and Limitations](https://help.salesforce.com/s/articleView?id=sales.enablement_lite_limits.htm&release=264.0.0&type=5 "Enablement Lite applies limits on programs and users and doesn’t include some related features like you get with full Enablement. Upgrading from Enablement Lite to full Enablement affects the permissions you assign and the analytics that your team is using to track program progress. After your full Enablement license expires, you won't be able to switch back to Enablement Lite.")
- [Build a Report in Lightning Experience](https://help.salesforce.com/s/articleView?id=analytics.reports_build_lex.htm&language=en_US)
- [Build a Lightning Experience Dashboard](https://help.salesforce.com/s/articleView?id=analytics.dashboards_create_lex.htm&language=en_US)