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Why are new clients not appearing in the reports?

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A common question occurs when adding a new person. Their themes are in the Theme Table but their name does not appear in the drop-down lists for the reports.

Cascade select person report

Firstly, try scrolling up in case the names are hiding just above the top of the list.

After adding a new person to the Theme Table, make sure you can see them in the Team Grid. They will then appear in the drop-down lists for the other reports.

When leaving the Team page, there is a process to regenerate the list of names for the reports. It is therefore important to view the Team page after adding people to the Theme Table.

After adding people to the Theme Table, you may need to click on the Refresh Page button in the Team Grid to show the new people.

The Team Grid page defines the list of people for the reports. Use the Team Grid to select people by their organisation,  team, workshop or other information supplied in the Theme Table. All the other reports are based on the people visible in the Team Grid. The drop-down lists for the individual reports refer to the names on the Team Grid.

See Getting Started for more information.

Also, check that Macros are Enabled.

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