跳至主要内容
文档
文档
Adaptive Planning
Upload Static Report Files

Upload Static Report Files

Security:
  • Access Reports
     permission.
  • Upload Files
     permission.
  • Create Personal Reports
     permission.
  • Create Shared Reports
     permission to save to a shared folder.
You can:
  • Upload Excel, Word, PowerPoint, and other files such as images or PDFs into a report folder.
  • Create a document repository for your financial processes.
  • Share files with other users.
We apply the same security features to the live reports and static report files. Currently you can upload a maximum of 1,000 static files.
  1. Select
    Reports
     from the main menu.
  2. Select
    Add New
    Upload
    .
  3. Click
    Browse
     and select a file.
  4. As you complete the task, consider:
    选项 描述
    Name
    You can change the name to reflect how you use it in your reports.
    Description
    Enter the hover text to display for the file in the reports folders.
    Upload & Share
    Requires the
    Create Shared Reports
     permission.
To view a static report, click the report name in the details pane.