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To view archived data, go to UTILITIES/File Archive

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The File Archive option has two tabs:

  • Monthly Reports Archive: Contains reports associated with a specific month/period including those imported from Classic's Historical MONTHLYCD and those generated by the SSDT Monthly Reports Bundle
  • Fiscal Year Reports Archive: Contains reports associated with a specific fiscal year including those imported from Classic's Historical FISCALCD and those generated by the SSDT Fiscal Reports Bundle

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

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

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Note
If a Posting Period is re-opened, the SSDT Monthly 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 reports. To avoid this, delete the first Monthly Reports bundle before re-closing the reopened posting period to prevent duplicate copies of reports from being stored for that month OR disable the SSDT Monthly 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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View/Download Fiscal Reports

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

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To view/download the individual Reports included in the SSDT Fiscal Year End 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 Fiscal Reports

The Description of the Fiscal 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 Fiscal Reports

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

Note
If a the last posting period of the fiscal year is re-opened, the SSDT Fiscal Year End Bundle will automatically run again when the period is closed.  If a fiscal report bundle already exists in the archive for that fiscal year, a second copy of the reports will be added to the existing fiscal year archive. To avoid this, delete the fiscal year from the File Archive before re-closing the reopened posting period to prevent duplicate copies of reports from being stored for that month OR disable the SSDT Fiscal Year End 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.