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.

 

 

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.

 

Click the Run Report button to generate a preview of the report.

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

Click the Close Report button to return to the dashboard.

The report displays on the Report Preview page. Refer to the Report Preview help page for more information.

 

Compiled on 5/24/2018 9:19:57 AM