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  • Create Financial Detail Spreadsheet with Running Fund Balance

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  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.'
    Right click any cell containing data from USAS-R and click 'Refresh'

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