Child pages
  • Create Financial Detail Spreadsheet with Running Fund Balance

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Open the saved Excel spreadsheet
  2. Navigate to the Data tab . Click and click 'Refresh All.'
    OR
    Right click any cell containing data from USAS-R and click 'Refresh'



    Image Added

    1. 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.


...

  1. The Excel spreadsheet can be emailed as an attachment or saved in a shared folder.
  2. The recipient will see the previously saved data when the spreadsheet is opened. To refresh the spreadsheet to show the current data, they will navigate to the Data tab and click 'Refresh All.'
    Image Removed
    They OR
    Right click any cell containing data from USAS-R and click 'Refresh'

    Image Added

    Image Added

    1. The recipient will be prompted to enter their username and password for USAS-R.

...