Narrative Reporting File Upload

[Cpulvidente]

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

[consulting_guy · Accepted solution]

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

[julieta]

I am in the same boat, hope someone knows.

[consulting_guy · Accepted solution]

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

[Sergey · Accepted solution]

Hello,

On my side, in order to load a template, I have to :

1. Select the section, then the document I want to upload a file to
2. Write the name of the document in the "Source File Name" column and save
3. 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 ?

[julieta]

yes! this i what i ended up doing ant it works! Thanks!