Advanced Benefit reports

Select
Reports
, then
Advanced Benefit Reports
from the navigation bar.
Select a report.
Select the
Run Selected Report
button on the toolbar.
tip
You can select the
Preview Selected Report
button to preview the report before you run it.
Use the dropdown to select the reporting entity or reporting group.
On the pop-up window, select an export type. The report can be saved as a PDF or Excel file.

Adding an Advanced benefit report

Select
Reports
, then
Advanced Benefit Reports
from the navigation bar.
To add a new report, select the
Add
button on the toolbar. The Customised Report Wizard opens to guide you through the steps to create the report.
Select the
Next
button.
On tab
2 | Report Type
, select the report type, then select
Next
.
On tab
3 | Report Template
, select
Create a new report
or
Use an Existing Report as a Template
to select a report on which to base your custom report.
By default, the report will use the current default organisation and data from the current FBT reporting period. If prior year data is available, you can use the options on tab
4 | Organisation and Period
to select other organisations or FBT periods to include in the report. Use the
Organisation
dropdown to select the data from these previous years to compare with the current FBT year. Skip this step if you are only interested data in the active FBT year.
Select
Next
.
On tab
5 | Display Columns
, select the fields for your report. You must add at least 1 column to each area.
Column Area
- the items to be summarised in the report
Row Area
- contains categories of values to be summarised
Data Area
- contains the values to be summarised (must be numeric data)
note
Some fields are text and cannot be added to the
Data Area
box.
Select
Next
.
On tab
6 | Save Report
, enter a name in the
New Report Name
field.
Select
Next
.
On tab
7 | Complete
, select the
Save
button.