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MSA Client End of Year Instructions The following document will guide the user through the End of Year procedure for MSA Client. |
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Reports > Application Reports > Application Details - leave all default options checked and the dates unchecked so it pulls for "all time". Once the report has generated select Print (not Quick Print). Use the drop-down menu for Printer Name to select Microsoft Print to PDF > Print. Select the file location on the local or network drive and name the file 20XX-20XXSY Online Apps or some other suitable name. Then, click Print. *It may take a few minutes while the file converts the data to PDF format.
AlertNote: Districts with application numbers over 5k should be patient and let the full Application Details report run in the background or consider chunking the report by setting reasonable date ranges. An For example is we can run the report once from 7/1 to 9/1 and again from 9/2 to 6/30 of the following year.
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Note: Prior year applications are also always accessible in MSAClient > Utilities > Miscellaneous > Prior-Year Database > login as usual
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End of Year Process Details
The end of year process for MSA Client will perform all of the following actions:
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