Skyward Data Onboarding Instructions

• This article is intended for: Admins
• Use this article for: exporting a trial balance report to provide to the Data Onboarding team. 
• After reading this article, you should be able to: Export data from Skyward with the required fields/columns to supply the Data Onboarding team with the needed data for the onboarding process.

Note: You can click on any image below to zoom in. 

Let’s walk through how to export data from Skyward to support the data onboarding process.

Instructions for Skyward Clients

1. From the Account Management screen select the Budgetary Data Mining option located under the Account Management Reporting section.

2. Select the Audit Trial Balance report, then on the right-hand side of the screen, select the Excel button.

3. In the report’s Runtime Parameters screen, select the final month of your fiscal year AND the year(s) you plan to include in your onboarding data.

           Note: You will need to run a Trial Balance report for each fiscal year!

4. Save the file as an Excel document

Note: Make sure to include the fiscal year in the file’s naming convention (i.e., “FY25TrialBalance”)