---
title: My report isn't updating live | Mortgage Clarity Help Center
description: What triggers a live refresh and the fallback when one is missed.
url: https://www.mortgageclarityplatform.com/help/troubleshooting/report-not-updating
site: Mortgage Clarity
updated: 2026-09-01
---

## What triggers an update

1.  1
    
    Saving is the trigger. The report refreshes on saved edits, publish and unpublish, client-access changes, and video changes. Typing in the editor without saving pushes nothing.
    
2.  2
    
    Give it a moment: the open report refetches within a second or two of the save.
    

## If it still looks stale

1.  3
    
    Refresh the browser tab (or pull to refresh on a phone). A refresh always fetches the current published state.
    
2.  4
    
    Check the strategy actually saved: reopen the editor and confirm the change is there.
    
3.  5
    
    Confirm you are looking at the same strategy that was edited; a workspace can hold several.
    
4.  6
    
    Still stuck? Contact us from the Help button with the client name and what you changed.
    

## Related articles

[The Strategy tab & live updates

Where your client reads their report, and how your edits reach them.

](https://www.mortgageclarityplatform.com/help/client-workspace/strategy-tab-live)[Publish & share a report

Turn a draft strategy into the live report your client sees.

](https://www.mortgageclarityplatform.com/help/reports-publishing/publish-share)

[PreviousSign-in issues (401s)](https://www.mortgageclarityplatform.com/help/troubleshooting/signin-issues)[Next Browser support](https://www.mortgageclarityplatform.com/help/troubleshooting/browser-support)

Still stuck?

Email [christian@mortgageclarityplatform.com](mailto:christian@mortgageclarityplatform.com), or use the Help button in your advisor top bar to send a message without leaving the app.