WFM UK: UI Refresh: Creating Custom Reports in the Pensions Module

Overview

This article describes the process of creating Custom Reports in the Pension module. 
 

There are standard reports in the Pension module which have been built to accommodate a range of requirements, including NEST and Origo standards.

If these reports do not meet the company’s requirements, a custom report can be built to tailor a report specifically for the company.

For all Pensions-related articles, please see WFM UK - Pensions: Article Contents Page.

Creating a Custom Report 

• Go to the Pension module
• In the Reports drop-down menu, select Custom Reports

 
Fig.1 –Pension > Reports > Custom Reports

• Select Create Template

Fig.2 – 'Create Template' button

• Enter the Template Name, choose the Report Type and enter a Template Description
• Save

Fig.3 – Template Details

The next part is then to filter which fields are to be included in the report. All fields in the Pension module are available to select. 

• Select which section to choose fields from in the Report Group drop-down menu
• To choose the fields to be included in the report, tick the Return box(es) for the required fields
• Use the Sequence column to determine the order in which the fields are displayed
• Use the Condition field to place a Condition on any field to filter the results
  • The Conditions available will be dependent on the field selected. Each Condition is explained in the section displayed in Fig.4
• Use the Order column to determine if the records returned will appear in ascending or descending order
• Once all required fields have been selected and configured, scroll down and Save
• Then select Run Report

Fig.4 –Report Template creation

• If any Conditions have been selected, they will need to be completed on the screen that automatically displays

The report will then be created and can be downloaded (in CSV format).