Pension Billing > Reports >

Appointee Information Report

 

         

 

 

Appointee Information Report

The Appointee Information report displays the Appointee, Charge, District, City/State, Position, Pension Plan Type, Salary, Start Date, End Date, and Active status. There are filtering options including Charge, Position, and Pension Plan Type.

 

This Help page contains the following sections:

          Report Preferences

Report

 

Report Preferences

Preferences allows you to filter and set options for your report.

 

Filters

Filters allow you to reduce the number of entries that appear on the report. Select from the following fields to filter your report.

Name: Enter a Last Name of an Appointee (Sanders), the Last Name and First Name separated by a comma (Sanders, Edward), or a comma with only the First Name (,Edward).

City: Enter a partial or whole name of a city.

State: Select the State from the drop-down list using your mouse or type the first letter of the state. (You can continue to press the first letter of the state to scroll through the states that start with that letter.)

Charge

Position

Pension Plan Type

Salary

Start Date

End Date

Active

 

 

Options

The Options tab allows you to set the sort order for your report.

Click and drag an option from the Available Options box to the Selected Options box to sort the report by that option.

Click and drag an option to the top of the Selected Options box to make it the primary sort order.

 

For example, to sort the report by District, followed by Alphabetical and then Salary, list the options to match the following example.

 

 

Select the Include Reporting Data? check box to include the Organization Name, Employer Number, Percent Type, Social Security Number, Appointment Housing Allowance, Parsonage, and Plan Amount on the report.

 

 

After selecting your Filters and Options, click the  button to display a preview of your report.

Click the Clear Preferences link to reset all of your report preferences to their initial values.

Click the Cancel link to leave the report and return to the Pension Billing Dashboard.

 

 

Report

After the report preview displays, you can navigate the report pages, export the report, or print the report.

 

Click the  bar to change your filter settings, and then click the Run Report button to rerun the report with the new preferences.

 

Navigation Options

The navigation options allow you to navigate through your document.

Click the First Page  icon to navigate to the first page of the report preview.

Click the Previous Page  icon to navigate back one page on the report preview.

Click the Next Page  icon to navigate forward one page on the report preview.

Click the Last Page  icon to navigate to the last page of the report preview.

The Current Page field displays your current page number and also the total number of pages in that section or report. An example image is displayed below.

 

Export and Print Options

Select a format from the drop-down list and then click the Export link. The file automatically downloads in the format you selected. The following formats are available on the drop-down list.

Click the Print  icon to print the report.

Click the  button to leave the report and return to the Pension Billing dashboard.

 

 

 

Compiled on 1/24/2018 8:42:27 AM