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Compliance Workspace Homepage data refresh

Ryan19
Tera Contributor

‎09-17-2025 07:40 AM

Hello community! I am experimenting with the compliance workspace in my PDI and am having trouble finding documentation on the home page configuration. I setup a test authority doc and policy that are visible in the list view, but the homepage data does not seem to be in sync. Please see screenshots below:

 

"No records to display" and states data is from September 15 (today is September 17).

Ryan19_0-1758119682270.png

 

Cannot adjust parameters to view data for today:

Ryan19_1-1758119774415.png

 

Policy is only visible in list view:

Ryan19_2-1758119837686.png

 

Any thoughts on how to solve this? Apologies if I'm missing something obvious here. I think users would expect the homepage dashboard data to be in sync with the list view. 

 

Thanks!

 

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Community Alums
Not applicable

‎09-18-2025 04:30 AM

Hello @Ryan19,

The homepage/dashboard uses specific widgets and reports, so it may not refresh in real time like the list view. These docs should help:

Check if your policy/authority docs meets the widget conditions and whether refresh intervals are affecting the sync.

Thanks & Regards,  
Muhammad Iftikhar  

If my response helped, please mark it as the accepted solution so others can benefit as well.

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