Import monthly statistic data

Save the import file in a directory accessible by the Axiom application server. We recommend using a ST_prefix.

1. Go to Admin > Imports & Data Utilities > Imports > Management Reporting > 02-Load Monthly Stats > Execute.

2. Click Execute.

3. Select the ACT or BUD table and enter a year to load.

4. Import the source file.

   NOTE: See Resolve import validation errors for import errors.

   If your statistics are not loaded through an import configured by your Strata implementation consultant, you can load them using a Save to Database report.

   1. Go to Main > Navigation > Explorer > Reports Library > Management Reporting Utilities > Data Input > Input Monthly Statistics.

5. Go to Add New Stats and enter a DEPT and ACCT.

   

6. Click Refresh to view all statistic combinations from the database.

7. Go to the Change Existing Stats section to update monthly values.

8. Go to Main and click Save.