Can anyone think of a way to create a report that would show participants that are deferring vs. participants that are not deferring?

What if you set up an "if/then" statement referencing the deferral $ in the database and then used the summary function in Crystal to total those for you? You could weed out ineligibles and terminees by variable. Or - maybe better yet - what if you used one of the Crystal ADP test reports and applied the summary function to it because the ADP would only have participants....are you looking for a straight count of deferring vs. non or a listing of names, too? Hope this helps.

This is a census verification that includes a column showing deferrals.
Relius 8.2

There is a census counter for total on the report, total ineligibles and net total.(used for billing purposes)
Perhaps by looking at how that works you can figure out how to add a deferral counter, as Patti indicated using an 'if' statement.

e.g.Deferring Counter: if ytddeferamt > 0 (count deferring people) then 1
nondeferring count: if TotComp > 0 (eliminate prior term) and categcd <> 8 (eliminate ineligibles) and ytddeferamt = 0 then 1
and then do a total on these fields


if it works, try it and post the report here


Note: all my reports have plan name (excluding the company name) buried in Alpha user field 11.

Ver 8 ; modification of Tom's report would be to remove UDFData table.
So after removing, runs great, looks great, as Mr P's reports usually do.

There's a way to get the UDF data back into the report, using ver 8, if need be.

Bill

you are much too kind on your compliments! I guess if they meet your 'smell' test, the clients must be happy as well.
someday I will post my top-heavy report. since it doesn't include ineligibles or those ees with 0 balance it really cuts down on the paperwork. Most of the time my results are the same as Relius, I don't pull inservice distributions, and there are a few odd things that take place, but what the heck, generally with top-heavy it doesn't make a difference - you either are or aren't - it is those cases close to 60%

by the way:

what is bizzare about the user fields, if you have absolutely nothing populated, the report doesn't work at 8.2.
If you have one user field populated, even if not used in the particular report, it prints fine.

I added the features but to my own report. I was really hoping that I could make one report that would show all of my plans on one report with the number of those deferring and non-deferring but I can't think of a way to do that.

I tried adding the report but I keep getting an error that says "You cannot upload this type of file".

<<You cannot upload this type of file>>

It will accept zipped (compressed) files. Winzip for example, which is widely available, compresses the file to a suitable size, and I imagine that is the main reason for the restriction to file type. There are probably other reasons as well. There's a zipped file on here somewhere that I uploaded if you wanted to have a look.

Bill

I am trying again.

Arch:

What was the size of your original report? If it was less than the maximum size I would contact Dave about the problem. I had the same message about a month ago, but I thought he fixed the problem since I was able to attach an .rpt file.

Since you attached the report I assume you were able to follow our instructions and make it work, at least on an individual plan level. Congrats!

I have since modified the report again. I modified my non-deferring formula to be : if {RPTEEACCT.YTDENDBALAMT} > 0 and {RPTEE.YTDDEFERAMT} = 0 then 1 else 0. The problem I am running into is that it is counting a participant for as many investments he has. How could I modify the formula to look at his total ending balance?

Anyone have any idea why my report is doing what it is doing from the last post?

Archimage: since you are increasing your counter using data from the rpteeacct table, it will increase for each account that the participantis in. I have been able to use running totals for this type of count.

Setup a running total using for rptee.ssnum and use the distinct count summary type. In the evaluate section, select use a formula and use the criteria you have listed above. Set the reset to change on group, and use whatever grouping you have setup to distinguish between participants.

Good luck!