Video Guide to Submit Reports in Readily: https://www.loom.com/share/bc932dbb0ec54b40ae242d73298967d1
Platform: https://app.readily.co/delegate-reports
Audience: Delegates responsible for uploading and submitting universe reports.
What you'll learn: How to open a report, download its template, upload and submit your universe, fix a report that gets returned, and confirm a submission has passed.
How a submission flows Open a report → Download the template → Upload your universe → Auto-scrubbing runs → Passed (accepted) or Returned (fix errors & resubmit). |
Note on screenshots: the images in this guide are clean, labeled recreations of the live Readily screens, with the key controls highlighted. Your screen will match the same layout and labels.
Step 1 — Open a report to submit
Go to https://app.readily.co/delegate-reports. You'll land on the Report Submissions list, which shows every report assigned to you with its current Status, deadline, regulatory body, and owner.
1. Click anywhere on a report's row to open it. There is no separate “open” button — the whole row is clickable.
2. Use the Status column to prioritize: focus on Past Due and Returned rows first.
3. Optional: narrow the list with the Search bar or the Filter by chips (Date Range, Frequency, Upstream Entity, Regulatory Body, Status).
The Report Submissions list. ① Click any row to open that report's submission panel.
Step 2 — Submit your report (upload the universe)
Opening a row slides out the submission panel. This is where you download the template, upload your completed universe, talk to the Readily team, and review the report's details.
What you're looking at
• ① Download Template — downloads the correct spreadsheet/universe template for this specific report. Always start here so your columns match what scrubbing expects.
• ② Add Attachment — opens the file picker to upload your completed file (.xls, .xlsx, or .csv).
• ③ Upload area — you can also drag-and-drop your file here. Scrubbing runs automatically the moment a file is uploaded — you don't press a separate “scrub” button.
• ④ Comments — leave notes or @-mention a teammate. Toggle External (visible to the Readily/regulator side) or Internal (private to your org).
• ⑤ Report Details — read-only metadata — regulator, frequency, deadline, program area, universe table, and type — so you can confirm you're filing the right thing.
The submission panel for a report awaiting upload.
To submit a file
1. Download Template (①) and fill it out with your universe data.
2. Click Add Attachment (②) or drag your finished file into the upload area (③).
3. Scrubbing runs automatically on upload. Wait for it to finish — the record count and any errors appear in place.
4. If the file passes, the report moves to Submitted. If not, it comes back as Returned (see Step 3).
Step 3 — Fix a returned report
What “returned” means. Every uploaded universe is automatically scrubbed — Readily checks the spreadsheet against the regulator's validation rules. If it finds problems, the submission is returned to you with a complete log of every error found across the universe, so nothing has to be guessed at.
A returned report shows a Returned banner and a Scrubbing Failed summary with the exact counts.
What you're looking at
• ① Scrubbing Failed summary — the number of submission errors and compliance warnings found out of the total records. Submission errors must be fixed before you can resubmit; compliance warnings are informational only.
• ② Download Error Report — downloads the full error log listing every issue in your spreadsheet — use this to correct your universe.
• ③ Replace & Resubmit — upload your corrected file. Scrubbing runs again on the new file.