Example Format
Note the column headings in the sample Excel worksheet below. The upload routine relies these headings. If the columns are in different left-right order, they will re-arrange automatically. Each row represents one upload. Reports can have various Names and Dates. Type is required. Class(es) are optional.
Filename must end with a file extension (like .pdf), with or without the path. If desired, the same report can can appear in more than one row.
Name (for the report) is required, and typically is relatively short and easy to read.
Date and Type also are required. Date can be in any standard format and might represent the publish date, or the date of the report (e.g., 12/31/2021 for a year-end balance sheet). Type must be ONE of the following (precisely): Financial Reports or Company Documents.
Class(es) are optional and may help with filtering and sorting. If used, Class(es) must be one or more symbols from Company Profile / Equity tab.