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Knowledge and Support - Adaptive Insights

How To Add A New Account To A Standard Sheet

Question

I've just created a new account, but I don't see it on my sheet. How can I add a new account to an existing sheet?

Answer

A new account that is created on the Accounts page can be imported into and viewed in reports, but it will not exist on a sheet by default.

To add a new account to an existing standard sheet, do the following steps:

1. Navigate to Modeling > Model Management > Level Assigned Sheets > "Sheet Name" > Account Groups

2. From this page, you will see two tables of accounts. The one on the left shows the accounts (and groups) that exist on this particular sheet. The table on the right displays all of the available accounts (including your newly created one) that can be added on the sheet.

account_sheet_1.png

3. If you would like to create a new group for this account, click "New Group" in the bottom left corner. Otherwise, click on an existing group header, search in the box on the right for your new account, and then click "Add To Group" to display your new account.

4. To reorganize this account, you can click it in the table on the left, and select "Move Up" or "Move Down" as necessary.