'Preview needs refreshing' means the current date selection or book settings differ from the evidence used for the displayed preview. Prepare a new preview before saving the run. The earlier result cannot confirm a scope that has changed since it was loaded.
Recheck the definition version and From and Through dates, then select Preview report again. Wait for the posted evidence to finish loading and review the rows and totals. If the intended period changed, update your review notes so they describe the new range.
Book-setting changes can matter even when the dates are unchanged. Review the company's source, currency and accounting context before relying on the refreshed result. A report that still has the same title may be based on different current policy evidence.
If the preview repeatedly becomes stale because another person is changing the books, coordinate the review around a confirmed source state. Do not disable the check or save an old screenshot as though it were the current reviewed run. Retained reports should identify the evidence actually inspected.
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