Reports

[Archimage]

Anyone know if it is possible to make a report that shows participants over age XX and/or account balance greater than $XXX,XXX? I am wanting to do this at a global level.

[Tom Poje]

oh, I know its possible, you would run it from Crystal, but at this time of year I can't fathom trying to write a report like that. too swamped. I have a plan list report, and I assume it would mean pulling ee name, acct bal and put a 'select' on it. But I also know that the report I have would have to have things moved around from one spot (read that: 'details' to headers or footers, along with what ever formats I used. The list report might actually exist on an earlier thread.

I actually have done a few custom reports for people on an hourly basis, but it ain't happening right now.

[Guest DottleC2]

Try this one. The trick was to add a group filter by rptee's soc_ial sec_urity nu_mber by balance; the design of the tables points to this particular ssnum field, the others don't filter; also, in order to build from scratch, I used actvity2.rpt, which is activity by source with dates. This particular report is not always grouped to satisfaction but I've found it to be a good starting point.

faux friendly names:

Sum ({RACCT.ENDING}, {REE.soc_sec_num}) > 3500.00

Age>55

A sample plan selection was added and this will need to be removed in order to run.

Regards,

Bill

[Guest DottleC2]

Miscellaneous screen has a standard report filter for a _minimum_, in the event you want a report showing balances _less_ than a certain amount. Also:

'When generating the report via the Standard_Reports program, you can override this amount by entering a different value on the report screen.'

This wouldn't help with custom reports, but may be something to consider.

Bill

[FJR]

Tom, just out of curiosity, how many plans do you handle? I am amazed at your ability to respond to so many questions, so well, and also have time to handle your own plans. Anyone ever tell you that you must of been born a saint?

Keep up the good work

[Tom Poje]

I handle too many. But then everybody does this time of year. I suspect I don't handle as many as some of you.

I am suppose to help out on the Coverage and Nondiscrimination Answer Book as well.

Plus I am suppose to talk at the fall ASPA this year (on 401k, I asked for entry/intermediate level) actually I wanted beginners cross tested, but you have to go with what you are assigned.

I'd like to be able to study for C-3, but there isn't the time.

I think I am lucky in the sense I have a 'feel' [logic?]for what is needed in plan processing, so maybe I don't do a lot of spinning wheels. I have a fairly good step by step processing as well. Plus, I can be running plans (e.g. printing) and hop out to Benefits Link at the same time. It helps me learn a lot reading the different questions and answers and doing some research if I am puzzled.

Creating reports has become more of like solving a puzzle - I need a report for a reason, now go and solve. It is that challenge that keeps me going.

The term 'saint' is an interesting one you use, because I do feel that sharing info is merely a part of my Christianity. It really does mean a lot to sacrifice some time and help others. But I am honest enough to admit that the extra work I bring on myself does have wear and tear at times. well, plus I am not or ever married (rats) or fool around, so maybe I have a little more time on my hands than most. ah heck, I ended up being a pension geek.

[Guest DottleC2]

Whatever your motivation, your input (over the last several years I might add ) is greatly appreciated.

It's always good to see pension administrators getting it right, which is what we have a tendency to strive for. Clients don't always see this, but sometimes they do, most often reflected in the reports.

Regards,

Bill