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Newbie: no data refresh when using csv (excel) file

Hello
We are just being exposed to Jet repts. Our consultant prepared a few reports for us. One pulls from NAV2013 and also from a csv file. When I launch the report, the data does not refresh until I first open the csv file in excel and then open the report. Is it possible to have this refresh automatically upon opening the report by itself?
I'm not sure if we are missing some sort of data source config or other

Thank you for any help

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