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What data sources can I use to build this report?

Last updated on Oct 14, 2026

Short Answer: Per the Data used guidance: use reconciliation data, another report's output, or upload a new file.

PreRequisites

  1. Know which data source you need reconciliation data, report output, or file.

  2. Access to '+ Add data' in the Data used section.

Steps

  1. Open the Data tab and read the description under Data used.
    You see the guidance: 'You can use reconciliation data, another report's output, or upload a new file.'

  2. Click '+ Add data' to select the desired source type and attach it to the report.
    Your chosen data source is attached and available for field selection.

Troubleshooting

  1. My preferred source is not listed when adding data.
    LikelyCause: Source type not available in your environment or access restrictions.
    Action: Check with your admin about available data sources or how to import/upload the file you need.