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This process uses the Report Direct Link to populate USAS-R data into a spreadsheet. The steps below outline the procedure using a spreadsheet template for the SSDT Financial Detail Report July 1 Cash Balances. The Report Direct Link can also be utilized on any custom or template USAS-R report to pull data into Excel. Use the HTML-Tables or HTML-FieldNames format when using the Report Direct Link with Excel.
Create Spreadsheet with Report Link
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- Open the saved Excel spreadsheet
- Navigate to the Data tab. Click 'Refresh All.'
Enter username and password for USAS-R.
Warning It is common for this step to take time to load - specifically when pulling a large set of data (full Fiscal Year). Excel will indicate in the bottom left corner of the window that it is running a query in the background. Note It is also important to note that the report parameters saved using Save and Recall must remain active and unchanged in USAS-R. Any changes to the saved report parameters used for the report link will impact the data in the spreadsheet.
Share with Other Users
The Excel spreadsheet can also be shared with other USAS-R users in the district. That user will then be able to log in with their own USAS-R credentials when refreshing the data.
- The Excel spreadsheet can be emailed as an attachment or saved in a shared folder.
- The recipient will see the previously saved data when the spreadsheet is opened.
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- To refresh the spreadsheet to show the current data, they will navigate to the Data tab and click 'Refresh All.'
- They will be prompted to enter their username and password for USAS-R.