Annual Report Data Copying

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In order to ease data-entry burden and assist in reporting data that is consistent with each agency’s planned efforts, some data will automatically copy over from the current year’s annual plan and last year’s annual report to fields within the annual report.

Data Copied from the Annual Plan

When a user starts the annual report, data is copied from the annual plan of the corresponding year (for example, when starting the FY 2025 report, data is copied from the FY 2025 plan).
Data copied from the plan includes:
  • State Priority Goals and Objectives
  • Implementing Agencies tied to the Annual Plan
  • Projects & Nonproject Activities
  • Evaluations
  • Coordination & Collaboration (Minority-Serving Institutions, Tribes and Tribal Organizations, etc.)
Data copied from the annual plan to the annual report is mapped in the following categories. To learn more, click on each category:

  1. Projects and Activity Results

  2. Evaluation Reports

  3. Coordination and Collaboration

Data Copied from the Annual Report

When a user starts the annual report, data is copied from last year’s annual report (for example, when starting the FY 2025 report, data is copied from the FY 2024 report).
Data copied from the report includes:
  • PSE Changes
  • Sites associated with those PSE Changes
These PSE changes are migrated into PSE Changes Maintained and keep their reach from the prior year. You can update reach manually in the system or through the importer. See Optional Import of PSE Changes Maintained for information on how to use the import file.