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Generate Electronic Annual Report

ABReport allows you to generate a CSV file to submit your Annual Report electronically to the Idaho Department of Education. Follow the steps in this article to generate the electronic file.

Prerequisites

The following processes should be reviewed and completed before you generate the electronic file:

  1. Map Account #s - make sure you've reviewed and updated your account mapping.
  2. Print the Annual Report - it's imperative that you review the annual report for accuracy before generating the electronic file.
  3. Id Codes with Percents - make sure you've setup your expense allocation definitions.
  4. Account Index Table - make sure you've allocated your expense accounts.

Step-by-Step Instructions

  1. In ABReport, press the Print Reports button.
  2. On the Print Reports screen, select the Annual Report Electronically option in the Report Format section.
  3. Make sure the beginning/ending month-year show 07-2024 and 06-2025, the beginning and ending month-year for the fiscal year being reported. 
  4. Make sure the District Number is correct.
  5. By default, the electronic file is named AnnRpt.csv and is saved to your ABReport folder.
  6. Press the Electronic button to generate the file.
  7. This file can be opened with a spreadsheet program such as Excel to view what will be sent to the SDE. Be sure not to save this file from Excel, because it will change the format and the SDE will no longer be able to process it. If this happens, follow the steps again to generate a new file.

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