Load Data - Annual Financial Report (ST3)

On the NY Annual Financial Report (ST3) page, select Load.

Select the Reporting Year.

Enter the SAMS District Code.

Select Load, then Yes.

If data for the selected criteria is loaded, select Yes to delete and reload the data.

Save the Load Summary report and select OK.

Navigate to the folder containing the summary report file.

Inspect the file. Update data if needed.

Repeat these steps until all required data is loaded.