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Help · Ingesting data

Uploading last year's CCR

How the agent reads prior-year structure, what to fix if extraction misses a section, and how to add missing pages.

Updated 2026-04-18

Supported formats

We read PDF, DOCX, HTML, and plain text. The best results come from a machine-readable PDF (one you exported from Word or Google Docs, not a scan). If your prior year was a scan, the agent still handles it — OCR runs automatically — but expect to confirm a few extractions manually.

What the agent extracts

  • Section structure — the order and headings of your prior CCR.
  • Voice and tone — we preserve how your utility describes itself, its sources, and its consumer relationships.
  • Contaminant table schema — the columns you used, the ordering, the footnote style.
  • Distribution preferences — which delivery channels you mentioned in last year’s methods.

What the agent does not reuse

  • Actual contaminant values — those come from this year’s lab data.
  • Violation disclosures — those come from this year’s SDWIS record.
  • Deadline references — those come from the current reporting calendar.

If extraction misses a section

Open the Evidence panel, click the section, and drag the missing region from the source PDF. The agent re-drafts with the updated structure.

Your 2026 CCR is due July 1

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