Why isn’t someone included in the group membership list for a group created from an advanced report?

When someone isn't showing up in a group created from an advanced report and the report is constructed correctly, the reason is usually that the report hasn't been refreshed since the person became eligible for membership. Report Groups are automatically refreshed during the overnight scripts when the report is set to Auto Refresh = YES.

Alternatively, you can manually refresh the report membership by:

  • running the Refresh Group Membership process in the Action menu of the System homepage
  • navigating to the report record itself via the Find Reports query on the Reporting homepage and clicking Update