Agent Dashboard
Access the dashboard via the three-dots menu next to the Activate button, then select Agent Dashboard.
Key metrics
| Metric | Description |
|---|---|
| Agent Schedule | Scheduled time and next run |
| Executions | Total number of runs |
| Average Duration | Mean runtime across all executions |
| Total Tasks | Cumulative tasks generated |
Report
The Report page shows execution-level data:
| Field | Description |
|---|---|
| Run At / Completed At | Start and finish timestamps |
| Run By | Who triggered the run |
| Status | Success or failure |
| Number of Results | Records matching filters |
Tasks
- Status — Success, Failed, or Pending
- Error messages — permission issues, invalid data, field mismatches
Data load status
Before an Agent can run, both metadata and data must be loaded for the relevant entities.
Verify load status
- Go to Integrations and find the relevant entity
- Check that Data Status shows Done
- Check that MetaData Status shows Done
Trigger a manual reload
If data has changed significantly:
- Click the three-dots menu next to the Test button
- Select Load Metadata — wait for completion
- Select Load Data to fetch recent updates
Troubleshooting
| Problem | Solution |
|---|---|
| Too many tasks generated | Narrow your filter conditions |
| Tasks failing with data errors | Check field mapping, data types, and integration permissions |
| Agent not running | Verify data/metadata load status is “Done” |
| Unexpected task volume spike | Review filter logic for overly broad conditions |