Report Bundles
Report Bundles are used to generate a report or group of reports on demand or at scheduled intervals to be sent via email or to the File Archive.
If modifications are made to a report parameter in an existing report bundle:
When scheduled by an Event:
Any changes to the report bundle parameters will be automatically applied the next time it runs, since each event triggers a new job.When scheduled via a Cron Job:
The existing job in the Job Scheduler will not reflect the parameter changes. To apply the updates, the job must be deleted and rescheduled.
Automatically Generated Report Bundles
SSDT Report Bundles will automatically generate reports to the Utilities/File Archive when certain actions trigger the events. USAS contains one standard SSDT Report Bundle for SSDT Monthly Reports.
SSDT Monthly Reports Bundle
By viewing the SSDT Month End Report bundle, you can see the associated Event details—specifically, what triggers the bundle to run, which reports are generated, and which ones are sent to the File Archive.
Click on to view the specific Report Bundle:
The SSDT Monthly Reports bundle is triggered when a Posting Period is closed. See the following section for the full list of included reports.
Monthly Reports Included
All FYTD/MTD report totals will generate with the "As of period" of the Posting Period that was closed.
USAS Report | Classic Report | Parameters |
|---|---|---|
SSDT Appropriation Summary | APPSUM | All Appropriation Accounts |
SSDT Monthly Balance Report | BALMON | All Cash Accounts for each fiscal year |
SSDT Budget Account Activity Report | BUDLED | All Budget Activity - posting period Start/End dates |
SSDT Budget Summary | BUDSUM | All Expenditure Accounts |
SSDT Cash Summary | FINSUMM | All Cash Accounts |
SSDT Disbursement Detail | CHEKPY | All Disbursement Types, All Statuses - posting period Start/End dates |
SSDT Cash Reconciliation Report | CSHREC | Summary of Details entered in Periodic > Cash Reconciliation for the corresponding month and year |
SSDT Financial Detail Report | FINDET | All Activity for posting period Start/End dates |
SSDT Financial Summary by Fund Report | FUNDSUMM | Categorized by Function, Excludes Zero Amount Accounts |
SSDT Negative Appropriation Account Report | NEGAPP | All Appropriation Accounts with a negative FYTD Unencumbered Balance |
SSDT Negative Budget Report | NEGBUD | All Expenditure Accounts with a negative FYTD Unencumbered Balance |
SSDT Outstanding Disbursement Summary | CHEKPY | Disbursements that are Outstanding as of the posting period |
SSDT Outstanding Purchase Orders | PODETL | Purchase Orders with a Remaining Encumbrance as of the posting period |
SSDT Purchase Order Detail | PODETL | All Purchase Orders with a transaction date in the posting period |
SSDT Receipt Ledger Report | RECLED | All Receipts |
SSDT Void Refund Ledger Report | RECVOD | |
SSDT Fund to Fund Transfer Ledger Report | RECTRN | |
SSDT Reduction of Expenditure Report | RECEXP | All Reduction of Expenditures with a transaction date in the posting period |
SSDT Refund Ledger Report | RECREF | All Refunds with a transaction date in the posting period |
SSDT Error Corrections and Supplies Distributions | RECCOR | All Distributions/Error Corrections with a transaction date in the posting period |
SSDT Budgeting Transactions Summarized by Appropriation | RECAPP | All Budgeting Transactions with a transaction date in the posting period |
SSDT Revenue Summary | REVSUM | All Revenue Accounts |
SSDT Transfer Advance Summary | TRANADV | All Transfer/Advance activity for the current fiscal year |
SSDT Transaction Ledger - Vendor Activity | TRNLED | All vendor transaction activity for posting period Start/Stop dates |
SSDT User Listing AOS Extract | All User listing in tab-delimited format | |
SSDT Vendor Listing | VENLST | All Vendors |
SSDT Revenue Account Activity Report | REVLED | All Revenue Activity - Posting Period Start/End dates |
SSDT Calendar Year End Reports Bundle
By viewing the SSDT Calendar Year End Reports bundle, you can see the associated Event details—specifically, what triggers the bundle to run, which reports are generated, and which ones are sent to the File Archive.
Click on to view the specific Report Bundle:
The SSDT Calendar Year End Reports bundle will be sent to the Calendar Year Reports Archive when the December posting period is closed. The Calendar Year Report Archive will store a copy of the 1099 (XML) print files, a copy of the 1099 (TAP) submission extract file, the (TXT) transmitter report when the district is submitting the files to the IRS themselves, and the 1099(PDF) report. For a complete list of included reports, please see the following section.
Calendar Year End Reports Included
The following reports are generated with Start/Stop dates for the calendar year.
USAS Report or File | Classic Report | Parameters |
|---|---|---|
1099-NEC Extract Report.pdf | PDF report showing 1099-NEC data generated when the user generates the 1099 Extracts. | |
1099-MISC Extract Report.pdf | PDF report showing 1099-MISC data generated when the user generates the 1099 Extracts. | |
School_1099.xml | File used to print the 1099 files. | |
School_1099.tap | 1099 File Extract file. | |
1099Result.txt | The transmitter report. Will only generate/store report if the district is submitting the files to the IRS themselves. | |
1099 Vendor Report - All Vendors | F1099 | All 1099 vendors, regardless of YTD amount |
1099 Vendor Report | F1099 | 1099 Vendors with YTD amount of 600+ |
SSDT Budget Account Activity Report | BUDLED | All Budget Activity |
SSDT Budgeting Transactions Summarized by Appropriation | RECAPP | All Budgeting Transactions |
SSDT Disbursement Summary | CHEKPY | All Disbursement Types, All Statuses |
SSDT Error Corrections and Supplies Distributions | RECCOR | All Distributions/Error Corrections |
SSDT Financial Detail Report | FINDET | All Activity |
SSDT Fund to Fund Transfer Ledger Report | RECTRN | |
SSDT Purchase Order Detail | PODETL | All Purchase Orders |
SSDT Receipt Ledger Report | RECLED | All Receipts |
SSDT Reduction of Expenditure Report | RECEXP | All Reduction of Expenditures |
SSDT Refund Ledger Report | RECREF | All Refunds |
SSDT Revenue Account Activity Report | REVLED | All Revenue Activity |
SSDT Transaction Ledger - Vendor Activity | TRNLED | All vendor transaction activity |
SSDT Void Refund Ledger Report | RECVOD |
SSDT Fiscal Year End Reports Bundle
By viewing the SSDT Calendar Year End Reports bundle, you can see the associated Event details—specifically, what triggers the bundle to run, which reports are generated, and which ones are sent to the File Archive.
Click on to view the specific Report Bundle:
The SSDT Fiscal Year End Reports bundle is triggered when the last posting period of the fiscal year is closed. The reports will be included in the Fiscal File Archive and triggered by the event of FiscalPeriodCloseCompletedEvent. This report bundle will include any end of the fiscal year reports that are not already part of the SSDT Monthly Reports Bundle for the last period of the fiscal year. (ex. Budget Summary, Cash Summary, etc). For a complete list of included reports, please see the following section.
Fiscal Year End Reports Included
The following reports are generated with Start/Stop dates for the fiscal year.
USAS Report | Classic Report | Parameters |
|---|---|---|
SSDT Budget Account Activity Report | BUDLED | All Budget Activity |
SSDT Disbursement Summary | CHEKPY | All Disbursement Types, All Statuses |
SSDT Financial Detail Report | FINDET | All Activity |
SSDT Purchase Order Detail | PODETL | All Purchase Orders |
SSDT Receipt Ledger Report | RECLED | All Receipts |
SSDT Void Refund Ledger Report | RECVOD | |
SSDT Fund to Fund Transfer Ledger Report | RECTRN | |
SSDT Reduction of Expenditure Report | RECEXP | All Reduction of Expenditures |
SSDT Refund Ledger Report | RECREF | All Refunds |
SSDT Error Corrections and Supplies Distributions | RECCOR | All Distributions/Error Corrections |
SSDT Budgeting Transactions Summarized by Appropriation | RECAPP | All Budgeting Transactions |
SSDT Transaction Ledger - Vendor Activity | TRNLED | All vendor transaction activity |
SSDT Revenue Account Activity Report | REVLED | All Revenue Activity |
SSDT Civil Proceedings | USAEMSEDT | All pending lawsuits against the district during the fiscal year reported on the Periodic Menu |
SSDT Federal Assistance Detail | USAEMSEDT | All detailed Federal program monies received and expended during the fiscal year are reported on the Periodic Menu. |
SSDT Federal Assistance Summary | USAEMSEDT | Summary of Federal program monies received and expended during the fiscal year reported on Period Menu. |
SSDT USAS Auditor Extract - Account | USASAUD | Extraction of the Accounts to be sent to AOS for the fiscal year. |
SSDT USAS Auditor Extract - Transaction | USASAUD | Extraction of Transaction data files, including Disbursements and Receipts |
SSDT USAS Auditor Extract - Vendor | USASAUD | Extraction of Vendor files |
SSDT 1099 Multiple Return Type Archive
By viewing this bundle, you can see the details of what event triggers the reports and exactly what reports are created from this bundle and sent to the Calendar Year Reports Archive.
Click on to view the specific Report Bundle.
The SSDT 1099 Multiple Return Type Archive bundle creates a PDF report for 1099 when multiple types are selected. The reports will be included in the Calendar File Archive and triggered by the event of Multiple1099CreatedEvent. This bundle will also include the SSDT 1099 Extract Report.
SSDT 1099 Submission Report Archive
By viewing this bundle, you can see the details of what event triggers the reports and exactly what reports are created from this bundle and sent to the Calendar Year Reports Archive.
Click on to view the specific Report Bundle.
The SSDT 1099 Submission Report Archive bundle generates a backup file for the 1099 Report. The reports will be included in the Calendar File Archive and triggered by the event: Form1099CreatedEvent. This bundle will include the SSDT 1099 Extract Report and SSDT Downloaded File Backup.
SSDT Transmitter Summary Report Bundle
By viewing this bundle, you can see the details of what event triggers the reports and exactly what reports are created from this bundle and sent to the Calendar Year Reports Archive.
Click on to view the specific Report Bundle.
The SSDT Transmitter Summary Report bundle creates a copy of the Transmitter Report for those districts that submit their 1099s to the IRS directly. The reports will be included in the Calendar File Archive and triggered by the event: TransmitterCreatedEvent. This bundle will also include the SSDT Downloaded File Backup.
Disable Automatically Generated Report Bundles
Only Administrators and USAS Managers can Enable and Disable automatically generated SSDT Report Bundles.
The Enabled check box on the grid for each report bundle will be reflected if the Report Bundle is enabled or disabled. If the bundle is disabled, then the reports will not be sent to File Archive.
To prevent or disable a report bundle from processing to the File Archive, uncheck the box next to the report bundle that should be disabled.
The SSDT Monthly Reports bundle is Enabled by default.
Enabled:
Disabled:
Mass Enable/Disable Report Bundles
The selection checkbox can be used to select all Report Bundles showing in the grid.
Once selected, use the Enable or Disable button at the top of the grid to update all selections. Once enabled or disabled, the status will be represented by the enabled checkbox in the sixth column.
Enable selected 
Disable selected 
View Reports in the Monthly Reports Archive
To view the reports, go to Utilities/File Archive/Monthly Reports Archive tab. The grid will contain a row for each Month for which the Monthly reports have been generated. To view/download the Reports included in the Monthly Reports bundle, click on the row in the grid to open the details on the right side of the page. Reports can be downloaded by clicking the generate icon.
The Description of the Monthly Report bundle can be modified by clicking the edit icon.
Monthly Report Bundles can be deleted by users with Administrative access by clicking the delete icon.
If a Posting Period is reopened, the Monthly Bundle will automatically generate again when the period is closed. If a monthly report bundle already exists in the file archive, a second copy of the reports will be added to the existing Monthly reports. To avoid this, you can 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 Monthly Reports bundle before re-closing the posting period to retain the original reports. Currently, you cannot delete individual reports from within a monthly archive.
View Progress of Report Generation in the Job Scheduler
When the Monthly Reports bundle is triggered, Administrative users have the ability to view the job in the Utilities/Job Scheduler grid. This grid can be used to track the Status of the reports as they are generated. The Monthly Reports will be generated one by one in sequential order. Once all reports have been generated and sent to the File Archive, the Status will show "Completed." Click on the Job Scheduler grid to view the most up-to-date status.
User Generated Report Bundles
Creating a Report Bundle
To Create a new Bundle of reports, click on option.
From the menu, select 'Report' and click on 'Report Bundles.'
Click on
.
Report Bundle Name: Name of the Report Bundle that will show in the grid and on scheduled Report Bundles.
Description: Option to add additional description detail that will show in the grid by default
Tags: Tags are user-defined labels that help categorize and organize report definitions. For example, a user might create tags like 'YearEnd' or 'Monthly' to indicate the purpose or frequency of a report. Once tags are applied, users can easily filter, search, and group related reports in the Grid.
To create a bundle of Reports, click on
or start typing the report name under Select the Report to Add to the Bundle.
SSDT Template Reports and Custom Reports in the Reports manager are available to add to Report Bundles
The following Canned Reports are also available to add to Report Bundles
SSDT Accounts Payable Report
SSDT Account Status Report
SSDT Amend Certificates Report
SSDT Appropriations Resolution Report
SSDT Audit Report
SSDT Budget Summary Report
SSDT Certificate Available Balances Report
SSDT Disbursement Detail Report
SSDT Financial Detail Report
SSDT Financial Summary By Fund
SSDT Purchase Order Detail Report
SSDT Revenues and Expenditures Report
The SSDT Cash Reconciliation report is also available to add to a Report Bundle
When adding this report to a bundle, it must be scheduled to run on the PostingPeriodCloseCompleted event so that the report is able to determine which month should be used.
Once selected, this report will then be shown under Click + to Add this report with the desired Report Options to the Bundle. This grid will show one row for each of the saved parameters (created from the "Save and Recall" option) that exists for the chosen report. Use the icon to select which version of the report to add to the Report Bundle.
