Below are examples of reports that can be created using the Custom Report Editor. Each example demonstrates different print settings, field selections, and filter configurations.
- HPI Next Year Catchup Eligible Report - This report displays current year HPI Compensation. Only participants who are over age 49 in the current year (catchup eligible in the next plan year) and who have HPI compensation greater than or equal to the 150000 limit will appear in the report. The images below show which fields will be on the report. Additionally, filters are used to only show the applicable participants.
- Grid field locations:
- Participant > General: Last Name, First Name, SSN
- Participant > Compensation: HPI Compensation
- Participant > Contribution: Elective Deferrals, Roth
- Grid field locations:
- Limit Table - This report displays the limits applicable to the current plan year. Note that you do need to add the filter, as shown below.
- Grid field location:
- Other > Limits
- Grid field location:
- Employment History Report - Display all of the hire and term dates for all participants in the census. Tip: This specific example uses fields from "Service History". This field group is special as it contains multiple plan years inherently. If you use fields from "Service History", uncheck the "Group by Year End" option in the Grid Editor to display hire and term dates outside of the current plan year. If you are just looking to pull in the earliest hire date from the "General" field group and term dates 1 or 2 from the "Annual" group, you do not need to uncheck the "Group by Year End".
- Grid field locations:
- Participant > General: Last Name, First Name, SSN
- Participant > Status History: Status, Status Date
- Grid field locations:
- Description of Tests - Add multiple headers and text blocks to create an all text report describing the compliance tests.