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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_RO, USAS_STANDARD and USAS_MANAGER roles contains these permissions by default.

To view archived data, go to UTILITIES/File Archive


The File Archive option has three 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
  • Calendar Year Reports Archive: Contains reports associated with a specific calendar year generated by the SSDT Calendar Year End 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. 

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.

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

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  will open a view of the file set header information. This contains the Description of the Monthly Reports Archive. 

To view/download the individual Reports included in the SSDT Monthly 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  icon.

Edit Monthly Reports

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

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

Delete Monthly Reports

Monthly Report Bundles can be deleted by clicking the delete  icon. 

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



View/Download Fiscal Reports

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

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  icon.

Edit Fiscal Reports

The Description of the Fiscal Report bundle can be modified by clicking the edit  icon.

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

Delete Fiscal Reports

Fiscal Report Bundles can be deleted by clicking the delete  icon. 

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. 

Calendar Year Reports Archive

The calendar year reports bundle will be sent to the Calendar Year Reports Archive when the posting period of December is closed.  The Calendar Year Report Archive will also generate the copy of the 1099 print files (XML), the copy of the 1099 submission extract file (TAP), the transmitter report (TXT) if the district is submitting the files to the IRS themselves, and the 1099 report (PDF) when these are processed.

View/Download Calendar Year Reports

Clicking the View icon  will open a view of the file set header information. This contains the Description of the Calendar Year Reports Archive. 

To view/download the individual Reports included in the SSDT Calendar Year 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  icon.

Edit Calendar Year Reports

The Description of the Calendar Year Report bundle can be modified by clicking the edit  icon.

Delete Calendar Year End Reports

Calendar Year End Report Bundles can be deleted by clicking the delete  icon.  At this time, individual reports included in the archives cannot be deleted. 
If a Posting Period is re-opened, the SSDT Calendar Year End Report Bundle will automatically run again when the period is closed.  If a calendar year end report bundle already exists in the archive, a second copy of the Calendar Year reports will be added to the existing Calendar Year reports. 


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