Thursday, February 28, 2019

Upload an Excel Document to Adaptive Insights

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.


1. Navigate to Home > Reports tab.

2. On Reports tab, click on New Report drop-down menu.

3. Choose the Upload File option.

4. Enter the Name and Description.

5. Save as either Personal report or Shared report.

6. Hit Upload.

 

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