Short Answer: Click '+ Add data' in the right panel, then choose 'Use reconciliation data', 'Use output from another report', or 'Upload new data' and follow the on-screen prompts.
PreRequisites
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Open the New report page.
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Be signed in.
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For upload: have an Excel or CSV file ready.
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For reconciliation: have at least one completed recon if you plan to use one.
Steps
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On the New report page, click '+ Add data' under 'Data used'.
The 'Add data' modal opens showing three choices. -
From the 'Add data' modal choose one option: 'Use reconciliation data', 'Use output from another report', or 'Upload new data'.
The selected data-source flow starts. A selection modal or file picker appears. -
Follow the on-screen prompts for your chosen source: select a completed recon, pick a report, or upload a file.
Sample rows appear in the report preview area first 25 valid rows. -
After the data is added, configure fields under Rows, Columns and Values.
Fields are selectable and the preview updates.
Troubleshooting
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The 'Add data' modal shows options but selecting one does nothing.
LikelyCause: UI didn't fully load or a network error occurred.
Action: Refresh the page and try again. If the issue persists, try a different browser or contact your admin. -
Uploaded file doesn't appear or import fails.
LikelyCause: Unsupported file format or file too large.
Action: Save the data as .xlsx or .csv and try again. Reduce file size if necessary.
Note: You can use reconciliation results, another Cointab report's output, or upload a new Excel/CSV file.