I am trying to refresh my report, but the warning message keeps coming up. What does it mean?

Faculty Success generates the copy of your annual activity report when the workflow task gets assigned to you. This copy includes the data available in Faculty Success before the task assignment.

Each day that you access the Workflow submission step, you will likely see a blue box at the top of the screen recommending that you refresh any reports attached to the Workflow submission. There is a "Refresh All" button in this blue box that will accomplish this. After clicking the "Refresh All" button, the blue box and its associated text will no longer be shown at the top of the screen.

You can also manually refresh a report. To the right of the report name and the last updated date/time, there is a circular arrow button. When this button is clicked a popup message appears that says: "This action will update the attached report based on the information available under Manage Activities. This action cannot be undone."

This message is simply an informational prompt indicating that the Faculty Success report will be refreshed with all the current data present in the system for calendar year after the "Refresh Report" button is clicked.

To ensure all your changes are included for the submission, be sure to use the Refresh Report feature, and choose "Yes" at the prompt.

In addition, we also recommend previewing the copy of your Annual Activity Report using the Rapid Report tool from Activities, before proceeding with the submission step. Be sure to use the correct date range when generating the report using this method.