Create New Excel download/upload request form

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read

    • On the Create New Excel download/upload request form, fill in the fields.

    Table 1. Create New Excel download/upload request form
    Field Description
    Short description Brief description of the request. For example, legal_entity_template.
    Type Type of the download request. The choices are as follows:
    • Excel master template
    • Plain-CSV reporting package
    • Assessments
    • Branches
    • Contracts
    • Functions
    • Legal entities
    • Supply chains
    • Third parties
    • Third-party engagements
    • Third-party information register
    Number Number of the request, for example, REQ0001001. This field is auto-filled.
    Request type Type of the request. The choices are as follows:
    • Upload
    • Download
    State State of the record. This field is auto-filled to Draft state.
    Base currency Currency used for reporting monetary values in the report.

    For example, US Dollar or Euro.
    Report type Specifies whether the report covers a single entity Individual or a Consolidated group of entities.