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🧭 Overview

Keeping your databases up to date is essential for ensuring that every model, metric, and dashboard in cofi.ai reflects accurate, consistent data.

Regular maintenance helps identify processing issues, ensure schema alignment, and improve system performance across your workspace.

This guide covers how to update your databases manually, monitor data health, and apply ongoing maintenance best practices.

🔁 When to Update a Database

Updates can occur automatically or manually, depending on how your data sources are configured.

Typical triggers include:

• 🗓 New or refreshed data from a connected system or uploaded file
• 🧩 Schema changes (such as new columns, formulas, or relationships)
• ⚙️ Reprocessing after an error, configuration change, or mapping update

💡 Reprocessing is the key maintenance action that ensures all changes cascade through your workspace.

⚙️ How to Update a Database

1. From the Database Overview

• Navigate to your Database → Overview page.
• Review the status indicators — green means healthy, red or yellow may require attention.
• Click Reprocess Database to trigger an update manually.

2. From the Sources Tab