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The File Archive option is not available for use at this time.
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The File Archive option will not be visible in the Utilities menu unless the user has been granted the MODULE_FILE_MONTHLYREPORT_VIEW and MODULE_FILE_FISCALYEARREPORT_VIEW permissions. USAS_R0RO, USAS_STANDARD and USAS_MANAGER roles contains these permissions by default.

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To view archived data, go to UTILITIES/File Archive

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The File Archive option contains two tabs:

  • Monthly Reports Archive: Contains Classic's historical reports from MONTHLYCD
  • Fiscal Year Reports Archive: Contains Classic's historical reports from FISCALCD

The user will be able to see a listing for "sets" of files.  For instance, Fiscal Year Reports Archive will have a list of fiscal years - when they select a fiscal year, a listing of the individual files will be available in the highlight viewer (when a row is selected) and then the user will be able to download individual files. NOTE:


Note

In order for the sets of files to be displayed in this option, they must first be imported in to the Redesign using the File Import option under Utilities or generated and sent to the File Archive via the Report Bundles.


Monthly Reports Archive

If the SSDT Monthly CD Reports bundle is enabled, a Monthly Reports Archive will be added to this grid each time a Posting Period is closed. Classic Monthly CD Archives can also be imported for previous periods.

The grid will contain a row for each month that reports are available for. 

Info

At this time, the reports will be generated in USAS-R for any periods closed going forward. Very soon we'll implement a way to create the monthly report bundles for previously closed posting periods on the Redesign.  We strongly discourage the reopening of posting periods to generate monthly report bundles for prior periods.

View/Download Monthly Reports

Clicking the View icon Image Added will open a view of the file set header information. This contains the Description of the Monthly Reports Archive. 

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To view/download the individual Reports included in the Monthly CD Reports bundle, click on the row in the grid to open the detail on the right side of the page. Reports can be downloaded by clicking the generate Image Added icon.

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Edit Monthly Reports

The Description of the Monthly Report bundle can be modified by clicking the edit Image Added icon.

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At this time, reports included in the archives cannot be edited or deleted individually.

Delete Monthly Reports

Monthly Report Bundles can be deleted by users with Administrative access by clicking the delete Image Added icon. 

Note
If a Posting Period is re-opened, the Monthly CD Bundle will automatically run again when the period is closed.  If a monthly report bundle already exists in the archive a second copy of the reports will be added to the existing Monthly CD reports. To avoid this, delete the first Monthly CD Reports bundle before re-closing the reopened posting period to prevent duplicate copies of reports from being stored for that month OR disable the Monthly CD Reports bundle prior to re-closing the posting period to retain the original reports. Currently you cannot delete individual reports from within a monthly archive. 


Fiscal Year Reports Archive


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