Home Reports How do I add source files and update this report?

How do I add source files and update this report?

Last updated on Oct 14, 2026

Short Answer: Click 'Add files & update report' in the header and follow the on-screen prompts to upload files and update the report.

PreRequisites

  1. Be signed in.

  2. Have files ready to upload.

  3. Permission to update the report.

Steps

  1. From the report page, click 'Add files & update report' in the header.
    The file upload/update flow begins.

  2. Follow the application's on-screen prompts to select and upload your files.
    Files are uploaded and the report processing begins.

  3. After upload completes, verify updated data by checking the 'Sales (12)' tab and 'Report details' for 'Data used' and run timestamp.
    New data is reflected in the report tables and 'Run on' timestamp updates.

Troubleshooting

  1. 'Add files & update report' does not respond.
    LikelyCause: Insufficient permissions or temporary UI error.
    Action: Refresh the page, ensure you are signed in, and confirm you have update permission; try again.

  2. New data does not appear after upload.
    LikelyCause: Upload failed or the report run was not refreshed.
    Action: Check for upload confirmation, re-open the report, or check 'Report details' for an updated 'Run on' timestamp.

Note: The actual upload dialog and steps after clicking the button are not shown in these screenshots; follow the app's prompts.