Grids

Please see the attached "Custom Report Grid Field List" at the bottom of this article for a complete list of all fields, where to find them and associated field help text (if applicable).

Grids are the meat and potatoes of custom reports. Most of the fields in the DC Compliance system can be added to a grid, to then appear in Custom Reports.

Adding a new part:

1. Press the Add New button under Report Parts
2. A new part is added. The part defaults to Header.
3. Press the pencil icon to edit the new part.
   • Change the Part Type to Grid
   • Press the dropdown box to select an existing grid, or create a new grid by pressing the plus icon

Creating a new grid:

1. Name your grid and press the save button
2. Navigate through the Field Groups to find the fields you want in the grid (aka on the report). Use the search field to more easily find the field you are looking for.
   • Other
     • Company: This contains company information, such as the company name. This can be added as a header to your reports!
     • Limits: See the example report showing plan year limits.
   • Participant: Contains participant information.
     • ADPACP: Contains participant ADP/ACP fields
     • Annual: Contains annual participant information, such as whether they are in the census in the current plan year, current year hire and term dates, employee class, employee type, family group, HCE status, HPI status, Officer status and ownership information.
     • Compensation: Annual participant compensation information.
     • Contribution: Annual contributions on a participant level
     • Eligibility: Contains eligibility status information by source. This is also where you will find annual hours information.
     • General: Contains basic participant indicative information, such as Last Name, First Name, SSN and address.
     • Loan: Contains participant loan information.
     • Service History: Hire/term dates, historical hours, etc. 
     • Statement: Participant's address information and source level financials.
     • Transaction & Transaction Batch: More participant financial data
   • Payroll: Contains participant payroll data
   • Plan: There are some fields that will be usable now, such as the RMD fields, but the majority of this information will be useful in future releases when we enable the ability to create reports on a plan level or company code level instead of limiting to the participant level. 
3. Press the green arrow to add a field to the grid.
4. Add a Grid Order, if applicable.
5. Add Grid Filters, if applicable. 
6. Press the save icon to save the grid.
7. Close the Grid Editor by pressing the X in the upper right corner.
8. Save the custom report by pressing the X in the upper right corner.