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academy:midyear_extracts
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State Reporting > Extracts > Midyear
The Midyear Extract page extracts data for the ActualExtension interchange. The extract may need to be run multiple times, once to extract revenues and expenditures, and again to extract fund balances. If there are accounts with multiple fiscal years in the file ID, multiple extracts may be needed.
CAUTION: Each time you extract data, you overwrite the data in the frozen files (i.e., State Reporting maintenance pages), including any data that was manually entered.
| Method |
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|---|---|---|---|---|---|---|---|---|---|
| Year 1 Year 2 |
Leave the Year 2 fields blank unless you have 5xxx-8xxx records for multiple fiscal years in the same File ID.
Year 2 automatically increments the fiscal year by 1 from the Fiscal Year field in the Year 1 field above.
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| Crosswalk Options | Select any crosswalks you are using. |
❏ Click Run.
| View the report. | |
| If you navigate away from the extract page, the Print button will no longer be available. Review the accuracy of the data. If you extracted only class 3xxx, the report only lists those fund balances. Save the PDF file. Click Close Report to close the report tab/window. |
|
| Error | If errors are encountered, view the error report. |
❏ On the extract page, click Save.
CAUTION: You must click Save to add the data to the frozen files. If you do not click Save, you will need to re-extract the data.
The “Finance records were successfully written to TSDS” message is displayed.
NOTE: Data can be re-extracted, but you will overwrite any existing data in the frozen files when you click Save, unless you select Add New under Method when re-extracting data.
❏ After extracting class 5xxx-8xxx data, do one of the following:
- Repeat the extract for class 3xxx data only.
- Go to State Reporting > Maintenance > Finance Actual where you can manually enter ending fund balances (3xxx) into frozen as reflected on schedule C-1 of the audit. The totals should match the audit report.
academy/midyear_extracts.1594816997.txt.gz · Last modified: 2020/07/15 07:43 (external edit)