Narrative Reporting File Upload
Hi, has anyone figured out how to add files to Narrative Reporting. In the Admin area I have blanks in the Source File Name column for my documents. I cannot seem to figure out how to add word docs and cube views into the fields.
Ideally, I would want the package to populate out a cover page which would be summary of MTD and YTD results followed by a page for both results in Income Statement format with a variance explanation page last.
Thanks for any help in advance
Hello,
To add file, please see below -
First, select Admin on the top-left, then select the Book you've created (for me, it's Mgmt Report). Thereafter, you'll select Manage.
You'll then be prompted to this screen -
In this screen, you'll have to select your section (under Section Name) and select Document after, you'll then be able to load your documents.
All the best,
Q
Hello,
On my side, in order to load a template, I have to :
- Select the section, then the document I want to upload a file to
- Write the name of the document in the "Source File Name" column and save
- Click on the button called "Documents" to upload the file with the name that I have specified.
Could you please try this way and let us know if it works ?
