GETTING STARTED
From your file to your first report.
Start with one workbook or CSV. Review what ATLAS finds, then build a report from the data available.
Add your data
Sign in and open Add data. Choose an Excel workbook (.xlsx) or CSV. Keep each file under 12 MB. Your original file is preserved when you import it.
Review the import
Open the source to check the sheets, sections, rows, dates, and warnings. A workbook can contain several tables on one sheet. Review incomplete sections before using them.
Choose a report
Open Build a report and select your source. Suggested templates use the columns available in that source. Other templates explain what data is missing.
You can also describe a report with your column names, a grouping such as month or region, and a date range that exists in your file.
Check and save
Preview the calculations and trace important numbers to their source. Review any calculation or coverage warnings, then save your report. An ATLAS calculation check is not an independent Excel verification.
Share the result
Export a saved report to Excel, PDF, or PowerPoint. Review the exported file before sending it to others.
Account help
Use Forgot password on the sign-in page to request a reset link. Verification, invitation, and reset links expire and can only be used once. Check your spam folder if a message is missing.
If a request fails, retry once. If it continues, email support@atlasbi.app with the page, approximate time, and error reference if shown. Never send your password, reset link, private key, or confidential workbook by email.