v7 FreeBalance Help

The Retirement Requests by Status Report shows the retirement requests by status. This report is also useful as a retirement benefits payment forecasting tool.

To GENERATE the Retirement Requests By Status Report, follow the steps below:

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The Retirement Requests By Status Report includes the following filter criteria available for the report:

• Retirement Request - Retirement Request unit (optional parameter) that can be selected using the Lookup icon , and Find icon  to retrieve the Retirement Request unit. If selected, the report will include the selected Retirement Request unit and all Retirement Requests below the selected unit
• Applicant - Applicant unit (optional parameter) that can be selected using the Lookup icon , and Find icon  to retrieve the Applicant unit. If selected, the report will include the selected Applicant unit and all Applicants below the selected unit
• Retirement Type - Retirement Type unit (optional parameter) that can be selected using the Lookup icon , and Find icon  to retrieve the Retirement Type unit. If selected, the report will include the selected Retirement Type unit and all Retirement Types below the selected unit
• Status - Select a status from the drop-down menu
• File Number - Enter a file number in the space provided
• Period From - Enter the Period From (optional parameter) that can be selected by using the calendar icon
• Period To - Enter the Period To (optional parameter) that can be selected by using the calendar icon
• Retirement Date Issued - Enter the Retirement Date Issued (optional parameter) that can be selected by using the calendar icon
• Retirement Effective Date - Enter the Retirement Effective Date (optional parameter) that can be selected by using the calendar icon
• Group By Organization Unit - Click the Group By Organization Unit checkbox to enable this function
• Group By Institution Type - Select a Group By Institution Type from the drop-down menu
• Sort By - Click the ,  ,,  icons to add and remove filter criteria to / from the selected list and click the , , ,  icons to move the items in the selected list up and down to put them in the desired order of appearance

If all filter criteria are left blank, all Retirement Requests, Applicants, Retirement Types, Statuses, File Numbers, Period From, Period To, Retirement Dates Issued, Retirement Effective Dates, and Group By Institution Types will be included in the Report, as well as the Retirement Requests, Applicants, and Retirement Types allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and  icons.