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What is On Demand Reporting?

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1. 46 51 Page On Demand Reporting Deleundg an ied ee 52 CANCUN 54 56 Editing Gueries amp Adding Fields 58 Want to Confirm the Data behind the Report Object 60 63 Steps 63 Available Operators 64 PROMI TO SI 64 Filter TV DCS 65 Detailed 66 FINO ua 69 Custom Reports u u u 71 REDON u uu u u u uu nu ui 71 Select your Universe 71 GHBSIOm PROD ONS Se hik ES 72 Participant Universe a a ar nne 72 10 72 IDD KA tC TNT T TTE 13 Client and Plan Summaries Universe Historical Front End Transactions Universe Ec 13 PI DC Detail Universe a Lo GEE VON eese sss 74 Object Symbols ce 76 OF Ing eee ee eee 81 Creating a
2. September 1 2014 RETIREMENT INVESTMENTS INSURANCE NCIAL Copyright Copyright 2009 2014 Voya Institutional Plan Services LLC All rights reserved No part of this work may be produced or used in any form or by any means without the express written permission of the copyright owner All information in this document has been included for its instructional value While every precaution has been taken with its preparation the copyright owner does not offer any warranties or representations nor does it accept any liability with respect to the information contained herein Document Information This document is for Plan Sponsor user only and is maintained by Retirement Services Division of Voya Financial On Demand Reporting Contents Suus p 5 What is On Demand Reporting E 5 What s New with On Demand nnn 9 What On Demand Reporting Do 5 Overview of On Demand Reporting Features 5 COGNO iisa E 6 Log INIO SPONSOr WOD 6 LOg IN tO Ne IREDOMING u uuu us uuu usa siusssssss asess akeseustahagesssakasayphaqaqawaaakaqssapaqa 9 N
3. Edit Query 12 10101 Z J ul z f Chart and Table Types Insert These elements are available to drop your report 2 Report Elements to Drag and Drop Table Elements B Horizontal Table Vertical Table Plan Number a 820001 19291 Form Pian iz Chart Elements 820002 18 B Number EM Bar Chata 820003 42 b Line Charts m 820001 Area Charts 820013 E 820002 Pie Chart s arts 820014 820003 E 820013 Doughnut 820015 820014 3D Pi o 3D NIS 820016 820015 4 Radar Charts 820017 820016 i Radar Line 820017 of Participants per Plan I Participant Count Radar Stacked Area P m 820018 12 Polar 820019 Y Ex Scatter 820020 lt lt pa m w a 08 27 14 Page 82 On Demand Reporting 5 To modify the chart right click on the chart select Format and then select Chart ds Cut Ctrl X Copy Circ Paste Ctrl V Format Filter b Define as input control Turn chart to Swap axis Sort Order Align X Remove Chart 820015 m 820016 Bl 820017 820018 Participant Count 6 Update the fields to be adjusted and select OK Format Chart Available Objects Available Objects Variables More Information Modify the relationship between data and chart axes N 08 27 14 Note To se
4. Current Value s n 117 829 B 5 121 25 F 001281628 04 5 871 929 0 00 F F 002123766 31 12 24 1925 all 0 00 Excel ob Select fue ge Options FHDS Balances amp Counts 7 75 300601 Balances of Parts who 70 1 2 older 25 300602 300601 A 360001 Dy 380002 Sa a i nC a atea t 001222053 30 1771929 35 121 25 05 360003 LJ 001281828 04 361929 5 30 00 m m E a 08 27 14 Page 27 On Demand Reporting PDF Microsoft Excel Balances and Counts of Parts T 1952FZ 926 lder 1 csv gE File Edit View Insert Format Tools Data Business Objects Window Help Ba gt 49 views E Arial Plan Id Participant Participant Participant Date Of Birth Attained A Current Salue 300601 1222053 30 BLAU 1 7 1929 0 00 76 6121 25 300601 11 4 Francoeur 8 8 1929 0 00 76 CSV N Note Save 5 is used to save a copy of a report within the application The copy is saved in modify mode which allows you to edit the report discussed in the following section 08 27 14 Page 28 On Demand Reporting Creating Personal Folders and Saving Reports Creating a Personal Folder In order to modify an existing report you first have to save the report to a folder to which you have update rights such as my favorites You also have the option of creating your own personal folder within my favorites To do so fo
5. 08 27 14 6 2 Click the Administrator Login link the top right corner ABA i Retremeni 64d 84 Funds Does your firm s 401 Home About the Program Program Investments Fund Pertormmance Fees Services Do you have questions 800 752 6313 Representatives ane available 8 00 a m 8 00 p m 5 Welcome Administrators ABA Retirement Funds Visit Sponsor Web Sponsor Web formerly known as Sponsor Connect is a suite of powerful Web based applications for plan administrators to manage plan activity and share data with the ABA Retirement Funds Program feature no out of pocket expenses On Demand Reporting n SS oz Participant Login Administrator Login Thra EJ Plan Design Literature Contact Us Visit ePAG he electroni an rie gives you instant online access to the essential information tools and forms you need as a Plan Administrator Go to ePAG 1 Please click here for a virtual tour describing the features and Senices available through Sponsor Connect First Time Users Access to Sponsor Web is password protected and requires authorization Please complete the Sponsor Web Activation Request Form see the link below the form is interactive so you can complete it right on your desktop before printing it out for signature scan it and e mail it to the Program ani trement com S
6. History Schedule Hodiy Propertius B mat Data List of parbcipants with balances excluding Loan amount Greater than or Equal to an amount D Ul Daly Loans h Galart Less or Equal t X Daily Web Inieligenos Decument aC ashboards History Schedule Modify Propert p Monte Balances List of parbcipants with balances excluding Loan amount Less fan or Equal to an amount m uas Monti Courts gt Baseces and Coonts of Parts 70 1 2 amp Older Daily Wen Inlengence Document Bl Monty Data View Latest instance Hisia Schedule Properties m Mrs Loans List of Participants who are TO 172 and older l Parbcsp anf Balance Daty Vie Intelligence Document Vire Loved History S nedule Hodity Pragseres Lisi cf parbopants and balances asciuding Loan ampuni A Fund Balance Daily ed Intelligence Decumant History Schedule Haditj Propertes Lig of barbeip ants and balgecas i fund s lo be me user Sete Ga Daddy eb intengenos Document View Latest instance History Schedule Properties ee ee ee ee ee om oe em mom momo e EUR ered 08 27 14 Page 11 On Demand Reporting Navigation General Application Navigation Navigating within the application is simple You ll recognize icons drop down lists and other navigation tools that are similar to other commonly used
7. VOYA Document List Ve e an a Ro 9 Document View v 4 pex Help About Log Out lt Refresh Data 5p amp H 9 Navigation Map 2 Balance Between X and Y Balance Between 01 and 1000 s REI As of 1 31 12 v Demonstration Plan 820001 XXX XX 0023 XXX XX 0035 XXX XX 0068 XXX XX 0082 XXX XX 0091 XXX XX 0144 XXX XX 0151 XXX XX 0160 XXX XX 0161 XXX XX 0191 XXX XX 0201 XXX XX 0208 XXX XX 0223 XXX XX 0231 2041 0H01 3070 1017 0H01 2041 0H01 2041 2058 1026 2041 0D01 0H01 2061 00 Active 00 Active 00 Active 00 Active Sample Participant Sample Participant Sample Participant Sample Participant Participant 32 Term Payment Deferred 00 00 00 00 00 Active 00 00 00 00 Sample Sample Participant Active Sample Participant Active Sample Participant Active Sample Participant Active Sample Participant Sample Participant Active Sample Participant Active Sample Participant Active Participant Active Sample w Report ar Icons ie Document e The button will allow you to Close Save As Save to My Computer As and Save Report to my Computer As The View icon will allow you to utilize Quick Display mode Page mode Draft mode PDF mode Left Panel Status Bar and Fold Unfold ta e The Export icon will allow you to export report resu
8. Demonstration Plan Plan Number Now the newly added field will appear If it does not appear you may need to click the refresh data T icon Refresh Data 2t the top of the screen Page 79 08 27 14 On Demand Reporting Report results Document View Insert E Save d Find 4 Undo gt Redo Zoom Edit Guery le Calculations Insert SS Duplicate E Available Objects q Client J Plan Report Title 1 gFlan Humber Be A pu Demonstration Client Demonstration Plan 820001 19291 Notice how the participant Demonstration Client Demonstration Plan 820002 19 count changed now that plan Demonstration Client Demonstration Plan 820003 4 number Was added to the Demonstration Client Demonstration Plan 820013 query report Demonstration Client Demonstration Plan 820014 Demonstration Client Demonstration Plan 820015 Demonstration Client Demonstration Plan 9820016 Demonstration Client Demonstration Plan 820017 Demonstration Client Demonstration Plan 820018 Demonstration Client Demonstration Plan 320018 Demonstration Client Demonstration Plan 320020 08 27 14 Page 80 On Demand Reporting Creating Charts Creating a Chart from a Report Report data can be set to display as a chart or graph when the document is in Edit mode 1 Create the report and run a query Document List Document View x 24 10
9. and other features The data can be resorted filtered sectioned or converted to various graphs and charts Modify Mode Once you ve saved the standard report to your personal folder you can either a right click on the report title and select Modify New Add Organize Actions All Title E My Favorites All Beneficiaries in Plan RDs Reports View gt gt 8 180 Public Folders Partidt properties Modify Particit Schedule History New Add Organize or b open the new report and modify it according to your needs New Add Organize Actions Title EF LS My Favorites gt Beneficiaries in Plan RD s Version Public Folders 8 E Demonstration Client E Standard Reports E Balances Count E Dashboards Data Loans 08 27 14 Page 34 On Demand Reporting 1 Run the report you want to modify by clicking on the report title Once the report runs click Edit Document List Document View al 05 A 4 B 1 ne b M w Refresh Data All Beneficiaries On Plan 820001 Demonstration Plan Participant ID Beneficiary Name Beneficiary SSN Beneficiary Type Beneficiary Beneficiary Relationship Beneficiary DoB XXX XX 0001 0000 Sample Beneficiary XXX XX 2307 Primary 0 Spouse XXX XX 0001 2041 Sample Beneficiary 8437 Primary Spouse 12 04 1964 XXX XX 0001 2056 Sample Beneficiary XXX XX 258 1 C
10. participant count is dependent on the other objects that were included in the query in this case client name and plan name 08 27 14 Page 76 On Demand Reporting lew Documenm Document View Insert Save Find Undo Fedo Zoom 10096 h oh Edit Query Z R T E T 5 T a X Remove F Fitter Sot Z Break gt Calculations insert FS Duplicate A Alerters Available Remove F3 Available Objet q client Mame 7 Plan Report Title o Participant Variables Client Name PlanName Count Demonstration Client Demonstration Plan 39509 The output at Participant Count changes when the query is edited to add Plan Number To edit the query click on the Edit Query button Document View Insert Save Find 2 Undo Redo Zoom 100 h LJ gt gt gt bi 2 Edit Query F Remove YF Fiter 509 Z E Break gt Calculations HW insert Duplicate Alerters 7 Plan Report Title oe Participant Variables Client Name Count Demonstration Client Demonstration Plan 39509 2 Add the plan number and run the query A vertical blue bar will highlight where the field will be added In the illustration that follows the blue rec
11. D E Participant Beneficiaries Participant Elections E Defined Contributions Defined Benefit epatigqraphic Data 5 Include the objects that you want in your report by either e Highlighting the object and clicking the gt box e Double clicking the object e Or dragging and dropping the object over to the result objects window When objects are added to a new report they will automatically create columns in the report based on the order they are added to Result Objects Remove objects by clicking on the lt box or dragging and dropping N Tip Not exactly sure of the data behind an object No worries simply hold your cursor over an object in the left panel A message box containing descriptive information will display 08 27 14 Page 75 On Demand Reporting L Participant Data Object SSN Type Text Based on Participant Daily Description 009 Social Security Number Technical Information Mapping Lineage Object Symbols 1 The dimension symbol T indicates an actual field The measure symbol indicates numerical data that is the result of calculations dependent on the other fields that exist in the report Die Saa ei onedeneed Ph mr aer ples Up eee Leder fee diy a ve grea values petit mart Attar Ee kq paara cee eee ihi p hay koa In the results shown below
12. E Gl Monthly Data E Gil Monthly Loans Monihiy Stats Standard Reportsfnternal adad Internal TOTAL 4624 493 243 21 excluding loan fund 820041 Demonstration Plan 1 Savings Plan 3 Openthe Daily Balances folder 4 Click on the report title to run the report I M il Organize Fie Al Types El 20 Public Folders B GB amp Delivery Reports Balance Between X and Y Daily Web Intelligence Document 0 Dernenstrabon Chen A B Standard Reports m 3 Daily Balances Balance Less fan Equal Do x ray Web Ireligence Document h gt Balance Greater an Equa by X Daely Wieb Irselbaence Document E G Dai Counts E a Daily Data g GR Daily Loans Balance Daily Wied Intelligence Document E d Dashboards E G Monthy Balances h ParcipantFund Balance Daily Web imelbgence Document E 20 Monthty Counts El Monthiy Data A gt Participant Source Balance Daily Web Inelagence Document E 20 Monthy Loarns E d Monthty Stats h gt Balances and Counts of Parts TO 1 2 amp Older Daily Web Irntelkaenee Document h Participant Source Balance by Source Daily Web Inmeligence Document m 20 Standard Reports internal Participants with a Zero Balance Daily Web irtelgence Document mustandad Reports Inbemal DB Terminated
13. English Spanish Advice IVR PSR WEB Transaction Stats Client Level IVR PSR WEB Transaction Stats Plan Level On Demand Reporting Page 16 On Demand Reporting Accessing Standard Reports Navigate to the Standard Reports folder 1 Click on to expand Public Folders a X Sumnniary B G Fublit Folders r m 20 e Delivery Reports I amp 33 Demonstration Client p cR H 4 b h Report z 30 0 1 Repons Client Summary E B Standard Reports The Demonstration Client E GB Standard Reports Internal amp B Standard Reports Internal Participant Status Summary Total Assets As of August 31 2010 As of September 03 2010 io an ID Wu ris Ono TOTAL 8624 401 241 2 1 excluding haan fund 876001 Dermonstr ation Plan 1 Savings Plan Note When you first open Reporting the Client Summary report automatically opens 08 27 14 Page 17 On Demand Reporting 2 Click on to expand Standard Reports folder x ll Public Folders 33 e Daliveny Reports 4 np 1 Report ZZ sow ar Client Summary The Demonstration Client El Daily Balances N E GmDaily Counts Participant Status Summary Total Assets X Daily Data As of July 31 2010 As of August 04 2010 El 9j Daily Loans E Dashboards E 3j Month Balances E Monthly Counts
14. Participants with a Balance Daily V eb Irdelbsence Document 08 27 14 18 On Demand Reporting 5 Enter prompts as needed and click Run Query 5 ca a Pub Folders B Reports amp Demonstraben Chen m ri Reports mount d E Standard Reports Maium Amount 1 Balances B 2004 Counts GD Data g Dai Loirg m uDaihbeards EB Hyphy Balances EB Month Counts E uj Monthly Data Gap Moethty Loans B ont Stats a Standard Reports internal amp Standard Reperis internal DB 6 Balance Bate x h Document lt view 28 Find 4 Undo Redo Zoom 100 ah b H m Mevigation gt Balance m E As of 12 14 09 Demonstration Client Demonstration Plan 820001 SSN First Narne Last Name Location Balance 005464205 Sample Participant 0000 Term Payment Deferred 529 86 007989892 Sample Participant 0001 Active 875 88 008665274 Sample Participant 2041 Active 802 75 017521922 Sample Participant 0 01 Suspended 48 B7 028892587 Sample Parlicipant Active 313 74 044585275 Sample Participant 1023 Active 378 32 048606600 Sample Participant 0000 Payment Deferred 0 46 086544995 Sample Parlicipant 0000 Term Payment Deferred 160 13 139780910 Sample Participant 2061 Active 37 21 142153670 Sample Participant Active 201 20 154022438 Sample Participant
15. a 1 Add Query 0 sat ER Result Objects Code Managed Account Start Dat Managed Account End Date Proposal Mai Date As Of Date Participant Data SSN Masked Employee Number Partepant First Name Participant Last Name 1 Participant Name Particpant Balance Total Outstanding Loan Bala zs Parbcipant Count Participant Demographic Dat d lt gt Display by objects C Display by hierarchies Quick Filters Quick filters are available if you simply want to filter your report output rather than build a filter into a query design Quick filters may be utilized in any report 1 Click on the Show Hide Report Filter icon to open the Filter toolbar Refresh Data BE 9 Click icon to add simple report fitters Missing Addresses Demonstration Plan 820001 55 Participant Name ws Zip Code 0237 Participant Sample 32 TermPaymentDeferred Address Line 1 99999 1964 Participant Sample 31 Term Paid Out Address Line 1 53704 8728 Participant Sample 31 Term Paid Out Address Line 1 8776 Participant Sample 31 Term Paid Out Address Line 1 Demonstration Plan 820013 SSN Zip Code 1964 Participant Sample 31 Term Paid Out Address Line 1 53704 8728 Participant Sample 31 Term Paid Out Addr
16. firm s 401 k e include professional fiduciary services Home Aboutthe Program Programinvestments fFundPerformance Fees Services PlanDesign Literature Contact Us Existing Customers Participants io 800 348 2272 Administrator 900 752 6313 8 00 a m 8 00 pum E S T Potential Clients Watch the Vaden bo BOO 826 8901 LEARN MORE click here 9 00 a m 6 00 p m E S T Tell us about pour firm S WE CAN CONTACT YOU click here CLICK HERE CONTACT A REGIONAL REPRESENTATIVE IN YOUR AREA ABA Retirement Funds 5 News Room Come See Us The ABA Retirement Funds Program the ae ee Program was created in 1963 and is HURRICANE SANDY RELIEF February 5 7 designed to provide unique full senice COST BENEFITS IRS ANNOUNCEMENT National Association of Bar Executives 401 k plans to the legal community e 2013 Midyear Meeting On Friday November 16 2012 the IRS made Hilton Anatole Dallas Dallas TX By leveraging its size the Retirement an announcement allowing Plan Sponsors www nabeneLon Funds Program brings together nearly PARTNERSHIP PROGRAM Rexibility to permit affected participants 3 800 firms to offer a fund lineup and access 10 loans and hardship withdrawals February 7 3 Service package typically available to only large corporate prior to formally amending the Pian if not Hational Conference of Bar Presidents retirement plans This leverage allows the Program to provide previously done 2013 Midyear Meeting Hill maine
17. months daily 25 months and half hour intervals 4 months e Contact Stats Advice Calls Abandoned IVR Calls Answered PSR Call Offered etc 25 months of data monthly Web Page Visits overall by hour by day amp by browser 25 months of data e SSO Stats PIN Changes Users Paper Delivery Elected etc 25 months of data Client and Plan Summaries Universe Historical Used to develop queries on Client amp Plan level trending data e Participant Status Trending Active Contributing Count Participants with a balance Total Balance Terminated with a balance Count etc 25 months of data e Record Keeping System Transaction Trending Total Enrolled Count of Loan Issues etc 25 months of data e OLTP Transaction Trending IVR Loan Issues Count PSR Document Requested Count Web Dividend Election Change Count etc 25 months of data e Funds History Contributions Loan Issues etc Note Data is calculated since plan inception 25 months of data Front End Transactions Universe Historical Used to develop queries on Front End OLTP transactions 25 months of data Dashboard Universe This universe includes objects used to create the dashboard report You can choose objects from this universe however these objects are available in the other universes as well PI DC Detail Universe Primarily used by the Central Reporting Team in developing custom Power Image reports Managers must h
18. ow 820001 Demonstration P 1 User selected text Participant ID Beneficiary Name Beneficiary SSN Beneficiary Type Beneficiary Beneficiary Relationship XXX XX 0001 0000 Sample Beneficiary XXX XX 2307 Primary Spouse XXX XX 0001 2041 Sample Beneficiary XXX XX 8437 Primary Spouse XXX XX 0001 2056 Sample Beneficiary XXX XX 2581 Contingent Son 1 To format a column click on any cell within the column not the column title to be modified The cells will become gray 08 27 14 Page 44 Filter 08 27 14 2 Right click on any gray cell Select Format then Cell 17129 88 29 12 2412 4 5123 479 34 479 34 6711129 3n 5 30 9 5133 12 25 34 Set a section Insert Format Guick Filter Turn table to Swap axis Break Sort Calculation Remove Tell All table cells Table Section Report B2 1 1 fas Adjust accordingly and click Apply and then Refer to the separate Filters section in this manual Set as section Insert Format 5 Add input control Tum table to Break Sort Calculation Hyperlink Order Align Remove On Demand Reporting Page 45 On Demand Reporting Add Input Control Set as section Insert k Farmat k Filter u Add input control Tum table to Break L Sort h Calculation L Hyperlink k Order k Align L Remove 5 Input controls allow developers quickly create guided navigation controls
19. 0 se KS Available Objects Insert Merge D Variable of Participants per Plan 2i Available Objects Plan Number ir J Variables 820001 19291 820002 18 820003 42 820013 820014 820015 820016 820017 820018 820019 820020 J lan w Chart and Table Types Insert c of Participants per Plan These elements are available fo drop info your report Report Elements to Drag and Drop Plan Number Participant Count Table Elements 920001 19291 i Horizontal Table Vertical Table 820002 18 Crosstab 820003 42 ES Form Chart Elements 820013 ce Bar Charts 820014 b Line Charts m Area Charts 820015 n 820016 ie Doughnut 820017 820018 3D Doughnut E Radar Charts 820019 Radar Line 820020 Radar Stacked Area Polar e Scatter 08 27 14 Page 81 On Demand Reporting 3 Determine the chart type appropriate for the data Click on the chosen chart object hold it and drag it over to the report Chart and Table Types Insert These elements are available to drop into your report 5 Report Elements to Drag and Drop Table Elements B Horizontal Table 3 Vertical Table g Crosstab Form Chart Elements Bar Charts lt Line Charts Area Charts 3D Doughnut gt Radar Charts i Radar Line Radar Stacked Area Polar ES Scatter Cells 4 100
20. 01 2056 Sample Beneficiary XXX XX 4123 Primary 100 Spouse 05 13 1972 XXX XX 0001 2056 Sample Beneficiary XXX XX 6366 Contingent 0 Daughter 03 30 1998 XXX XX 0001 2056 Sample Beneficiary XXX XX 6424 Contingent 0 Son 04 28 1995 0 XXX XX 0001 Sample Beneficiary XXX XX 7969 Contingent 02 27 2001 X X X X OOC amnie Rene an X X X XX OD antinaen 2 Click Document Save As Document View 2 Close Save to my computer as Save as Save report to my computer as 08 27 14 Page 32 On Demand Reporting 3 Create a Title for the report add a Description and click OK Save As Folders My Folders IF All Beneficianes in Plan Ez Favorites Folder ERS J Public Folders Keywords RD s Version Permanent regional formatting Refr sh on open 4 Click Document Close to close the document Save as Save to my computer as Save repart to my computer as _ Note Saving a report to the Favorites Folder will make it viewable to anyone using that particular login ID Saving it to a plan folder within Public Folders will make it viewable to all users internal and external with access to that plan Reports cannot be saved into the Standard Reports folders 08 27 14 Page 33 On Demand Reporting Modifying Existing Reports Modifying a Report In Modify mode the reports look and feel and can be adjusted by changing font color titles highlights
21. 20121 i E n Pian Marne Pian Participants Total Balance YTO Contributions summery Ol the nen Pca ABC SAVINGS AND itd Pes 550 717 30 INVESTMENT PLAN ABT BARGAINING SAVINGS ieee leet AND INVESTMENT PLAN Sea Plans View H Plans View All Participants gt gt Q Search Sponsor Resources fs X mr iig Your rae C By Participant Ey Plan FERRI bran Pla EET Last Hame irst Hame heip you today s incre omiplex P Wed Plank i SS Eloi anlime Sire mi E al nds mess and SSH lat 4 digits Lrriphoryere WI Sa ml a p ye rf nuna ruru RAR 2 sii doni vac Sr GG 4 antney una ors gal acid 1 may Ku retorne indus H Goeman plan sponsors a hap Masa V ed ong reur deo and miest ge Opn a Pa rtc nani Yeh Messaging Library Tonnes of ise Gling Priwacy Wisa Frac 08 27 14 Page 8 On Demand Reporting Log in to the Reporting Tool 1 Access a specific plan from the Home page by clicking on the plan name in the Relationship Summary or My Top Plans section or performing a quick
22. 31 34 0063 Sample Participant 1017 00 Active 2 061 51 XXX XX 0068 Sample Participant 3070 00 Active 236 12 0081 Sample Participant 1017 00 Active 1 375 23 XXM MK 0082 Sample Participant 1017 00 Active 980 31 XXM MK 0089 Sample 0091 Sample 20009 0112 Sample 0113 Sample 0121 Sample Participant 1031 00 Active 1 384 92 Participant Participant Participant Participant 0H01 1023 32 Term Payment Deferred 00 Active 00 Active 00 Active 305 88 2 845 48 4 081 71 Note If the Left Panel does not automatically open click the arrow located to the left of the report output To set your default display so that the Left Panel will always open from the toolbar select View Left Panel e The first option in the drop down list will display the Navigation Map which contains a tree structure breakdown of the report based on its various sections You can click into a item within the tree structure to move directly to that section of the report 08 27 14 Page 20 On Demand Reporting Document List Ho ne k M As of 1 3112 Demonstration Plan 820001 AXX XX 0001 Sample Participant XXX XX 0001 Sample Participant AXX XX 0002 Sample Participant AXX XX 0002 Sample Participant AXX XX 0003 Sample Participant XXX XX 0004 Sample Participant XXX XX 0006 Sample XXX XX 0007 Sample XXX XX 0012 Sample The sec
23. 8 27 14 Page 84 On Demand Reporting Scheduling a Report Scheduling a report allows you to run it automatically at specified times When a scheduled report runs successfully an instance is created An instance is a version of the report that contains data from the time that the report was run You can see a list of instances by looking at an report s history and you can view any of the instances 1 To schedule a report to run automatically either a right click on the report title and select Schedule OR New Add Organize Actions Search title Title EF My Favorites All Beneficiaries in Plan 7 05 RDs Reports k amp 182 Public Folders Particir View Properties Modify Partidp Schedule History New Add Organize b Click the Actions drop down list and select a schedule Document List li SU Mew Add Organize Actions E All Properties EE My Favorites ca View a Balance E E Public Folders Br E Demonstration Client 4 History Between X and Y A i Standard Reparts Report participant balance count between X and Y Prompt X and Y amounts E Balances Participant Count by fund if Balance is gt 0 Schedule iarticipants with an account balance greater than 0 along with an agareg l Count 1 Report participant count by fund if balance is gt 0 E Dashboards The report
24. 8437 Primary 0909 4123 Primary XX9cXx 0000 Primary OHO Beneficiary Set a section Inzert Format Fitter Turn table to Swap axis Calculation Hyperlink Remove Sample Beneficiary AeA AR ia AAA Ae OOOO AAA Ae TG AAA Ae 2 2 2 APA Ae Q 2 d 2 AAA AR AAA Ae Bo AAA Ae d AAA Ae AAA Ae 112 Aaa AR DD Aaa AR ZBSL AAA AR A50 AAA Ae 385 AAA Ae The Select Report Object dialogue box will open and you may select the report object on which you want to set an input control Page 47 On Demand Reporting Select Report Object Select the report object assigned ta the input control gt All Bepeficiari Available Objects Beneficiary 5 Beneficiary Change Date Beneficiary Date of Birth Beneficiary Mame Beneficiary Relationship Beneficiary SSH Masked Beneficiary Type Country Location Di Subj Plan Plan Mumber SSH Masked State variables d BeneTwype i 4 a a 4 1 a Fitter objects to current selection Arranged by Alphabetic order 3 Select the Control Type and the Control Properties Control types include Set a minimum and maximum object value and use the spinner to select the increment you d like displayed Sample Slider Set a minimum and maximum object value and use the slider to select the increment you d like displayed Check Box Filter report results depending on the object value selected in the c
25. 9 On Demand Reporting Use restricted list of value Defaut Operator 6 The Assign Reports Elements screen will now display You can assign specific elements in the report to the input control in this section if needed Click Finish to establish the input control E Select report elements to assign them to the control 2 Participant Fund Balances 8 Reporti H Page Header s 8 7 Page Body V Section Pian Number Crosstab Block1 08 27 14 Page 50 On Demand Reporting Example 1 A list box input control has been added for the Beneficiary Change Date object Select and define the control Single value Entry field Combo box List box Calendar Multiple values Input control properties List of values From repart Use restricted list of values ves Default values 7 2 2008 12 00 00 Operator Equal to T Choose Control Type Select and define the contral Single value Entry field Combo box Multiple values Input control properties Control type Radio buttons Beneficiary Relationship Description List of values From report Previous Cancel 08 27 14 Page 51 Results Document List Intelligence elligence All Beneficiaries 50 Document View 2 IE PAY X On Demand Reporting 100 p a g lt 2 Input Controls Report1 E3 Mew Map
26. Activa 382 26 158381235 Sample Participant 2061 Active 151 10 168389621 Sample Participant Active 480 03 180561939 Sample Parlicipant 2043 Active 215 87 189541744 Sample Participant 1017 Active 525 58 Reporti Retresh Date September 7 2010 1 22 38 x Note You click any folder to run the reports within that folder 08 27 14 Page 19 On Demand Reporting Left Panel Read Only Icons The left margin of the report will contain a panel with various sections of information You can click into the icons on the bottom of this panel to display the different sections Document List Intelligence Balance between A anc S Document View 74 100 hoan bM Navigation Map Quick Display mode Balance Page mode Balance Between 01 and 5000 2 Sed Draft mode As of 1 31 12 D PDF mode onstration Plan 820001 twr SSN Location Div Sub Balance Fold Untold 0023 Sample Participant 2041 00 Active 544 17 0026 Sample Participant 1031 00 Active 1 049 60 0034 Sample Participant 0001 00 Active 3 846 36 XXM MK 0035 Sample Participant OHO1 00 Active 509 07 0041 Sample Participant 2041 00 Active 1 043 52 XXK XK 0042 Sample Participant 2061 00 Active 4 685 68 0048 Sample Participant 2041 00 Active 1 629 18 XXM MK 0052 Sample Participant OHO1 00 Active 1 4
27. BA 572006 12 00 00 AM B71 2006 12 00 00 AM G2 2 2006 12 00 00 AM G2 S02006 12 00 00 AM G24 2006 12 00 00 AM G26 2006 12 00 00 AM 6729 2006 12 00 00 AM S S0 2006 12 00 00 AM 2006 1 2 00 00 4AM 5 2006 1 2 00 00 AM Beneficiary Relationship All values Aunt Charity Edit Church Highlight Daughter Reset Moye Remove 08 27 14 Page 53 On Demand Reporting Calculation Set as section Insert k Format k Filter k a Add mput control Tum table to Break b Sort Hyperlink k Order k Align Remove P To perform a calculation on a report result such as count or sum right click on the column and select Calculation then the calculation type Report Title Client Name Plan Name Plan Number The Demonstration Client Demonstration Plan 1 Savings Plan 920001 The Demonstration Client Demonstration Plan 2 Mon Qualified The Demonstration Client Demonstration Plan 3 Qualified Plan LIITI Count Turn table ta Average Swap axis Min Break Max Percentage Calculation k To get the total sum of the Participant Count column select Sum 08 27 14 Page 54 On Demand Reporting Report Title Client Name Plan Plan Humber Participant Count The Demonstration Client Demonstration Plan 1 Savings Plan 920001 19 825 The Demonstration Client Demonstration Plan 2 Qualified 820002 19 The Demonstration Client Demonstration Plan 3 Non Qualified Plan 9820003 co
28. Chart uuu uuu u intra aed aes 81 Report Actions amp Scheduling 84 B 84 E 85 Left Panel Options 86 Monee TUG 86 oaa E 86 Formats and nennen nennen nenne 88 Troubleshooting U U U U u u 90 Help Within On Demand Reportingd I RC EX EG C cc 90 Documentation 90 Mov AID DOM 90 Page On Demand Reporting Overview What is On Demand Reporting On Demand Reporting ODR provides a user friendly reporting tool that quickly and efficiently gathers data from the record keeping system Reports have been developed to meet common Plan Administration and Plan Sponsor needs You may run existing reports modify existing reports or develop reports of your own What s New with On Demand Reporting The user interface has been revamped so that it is easier to use and more intuitive New features including right click functions input controls drill mode and fold unfold are available and reviewed in this guide What Can On Demand Reporting Do Provide tren
29. F Table Page 56 On Demand Reporting To add back an object that has been previously removed drag the object over from available objects Let go of the object within the report not in the heading in between columns aes Ti Document View insert Find e Undo 9 100 H 4 13 Edt Query 22 Retresh Data B U Ar Fiter Sot 54 4 reak E Calculations Insert EZ Duplicate x 1 Available Objects de Available Objects Attained Age 3 Date Of Birth Participant ki Participant Status Date Of Birth Current Value Ress 4 6 121 25 Participant Status J Plan ld current Value TI Attained Age Variables amp dg Formulas Balances amp Counts 70 4 2 08 27 14 Page 57 On Demand Reporting Editing Queries amp Adding Fields Additional data objects can be added to an already created report by clicking Edit Query in the upper right corner of the report 1 In Modify mode select Edit Query Document List Help About w All Bene n P Document View H 24 r 4 100 4 aM b M Edit Query Refresh Data Zp C A Available Objects Insert Merge Variable All Beneficiaries On Plan Available Objects Beneficiary 96 820001 Demonstration Plan Beneficiary Change Date Beneficiary Date of Birth Participant ID Beneficiary Name Beneficiary SSN Beneficiary Type B
30. OVIG 01 ae ht anna eeepc eae 12 General Application Navigation a 12 KOPON NOVIJA UOT u u Im MM UM MM 13 TOODA dieron 13 ETF Ariel WOM ME MS 14 Standard Reports Record Keeping System Data 15 Standard Reports Recordkeeping System Data 15 RODOS EROR ROS ERO eee MU EH MEE 15 OO OL 17 Left Panel Read Only Icons 20 GON MM 24 Exporting Standard Reports 26 EXPONO terenn irnn u 26 Creating Personal Folders and Saving Reports 29 Creating a Personal 29 Copying and Saving a Standard Repolrt 30 CODY MET t 30 Save ASR6pO0 L u uu uu 31 Modifying Existing Reports 34 WIOOIP RIG PO s Dun habun 34 6 8 u OO Tc 34 Panel Repor OpII0AS uuu eique PATER REY EYE asta yasqa REY TAR RANTS XE ERA AX ANA C 36 e FONCION uu TTE 41 SGS 91 9 uu xa 42 44 E 45 joel gio RRHRMOHURIT
31. Reset Beneficiary Change Date Beneficiary Relationship C All values C Aunt Charity Church Daughter C Input Controls Reporti Beneficiary Change Date 2006 12 00 00 AM 4 2006 12 00 00 52006 12 00 00 62006 12 00 00 gn 72006 12 00 00 S2006 12 00 00 8212006 12 00 00 Baa mn 12 00 00 gia3cm mmus 12 00 00 62472006 12 00 00 B26 2006 12 00 00 amarus 12 00 00 8730 2006 12 00 00 gA 20086 12 00 00 AM gruons 12 00 00 Beneficiary Relationship All values Aunt Charity Church Daughter 08 27 14 All Beneficiaries On Plan 820001 Demonstration Plan Participant ID Beneficiary Name Beneficiary SSN Beneficiary Type Beneficiary Beneficiary Relationship Beneficiary DoB Beneficiary Change Date 6377 0H01 Sample Beneficiary XXOC XX 0000 Primary 100 Daughter 11 15 2003 08 01 2006 7440 0001 Sample Beneficiary 0000 Primary 100 Daughter 05 27 1988 08 01 2006 7489 0H01 Sample Beneficiary 0000 100 Daughter 04 09 1983 08 01 2006 820002 Demonstration Plan Participant ID Beneficiary Name Beneficiary SSN Beneficiary Type Beneficiary Beneficiary Relationship BeneficiaryDoB Beneficiary Change Date 820003 Demonstration Plan B5 Mew Reset B PO rm amp 5 d Participant ID Benefici
32. able on the 5th day of on the last day of each month at the time that you specify The object will not each month be run after the end time that you specify X Day of Nth Week of the Month This option requires a start and end time parameter An instance is created monthly on a day of a week that you specify The object will not be run after the end time that you specify Calendar This option allows you to select a calendar of dates Calendars are customized lists of schedule dates that are created by the BusinessObjects Enterprise administrator An instance is created on each day that is indicated in the calendar beginning at the start time that you specify and continuing until the end time that you specify Schedule Recurrence Instance Title Recurrence Formats and Destinations Once Run object Now Object will run Hourly Daily Weekly Monthly Nth Day of Month 1st Monday of Month Last Day of Month X Day of Nth Week of the Month Calendar Scheduling Server Group 08 27 14 Page 87 Formats and Destinations 1 08 27 14 On Demand Reporting Choose the file type that you d like for the output e g Web Intelligence Report Microsoft Excel Adobe PDF or Comma Separated Values Note It is recommended that you opt to keep the report in Web Intelligence format The report can easily be reported to other file types after it runs however if you select a non Web Intelligence format the report cannot b
33. and Y Balances Greater than X Balances Less Than X Deceased with a Balance Participant Balances Participant Fund Balances Participant Fund Source Balances Participant Source Balances Terminated Participants with a Balance Zero Balances COUNTS Daily Monthly 16B Participants After Tax Current Deferral After Tax Elected Deferral Before Tax Current Deferral 95 Before Tax Elected Deferral Dividend Pass Thru for gt Age X Participant Actual Roth Count between age X and Y Participant Balance Count between X and Y Participant Count by Fund if Balance is gt 0 Participant Current After Tax count between age X and Y Participant Current Before Tax Count between X and Y Participant Locations Participation by Status Code Page 15 QDRO Participants SMA Accounts DATA Daily Monthly 415 Contribution Amounts Greater Than X Contribution gt 0 for any Status Foreign Participants HCE Participants Missing Addresses Missing Date of Birth Missing Div Subs Missing Eligibility Date Missing Plan Entry Date Missing Term Status Participants with a Client Status PH662 YTD Contribution Totals LOANS Daily Monthly Active loans Balance lt Payment Amount Defaulted Loans Deferred with Outstanding Loan Balance Inactive Loans Late Loans Loan Balances by Location Participants with More than 1 Loan Balance STATS Monthly 08 27 14 IVR PSR WEB Stats English Only IVR PSR WEB Stats
34. ary Name Beneficiary SSN Beneficiary Type Beneficiary Beneficiary Relationship Beneficiary DoB Beneficiary Change Date 820013 Demonstration Plan Participant ID Beneficiary Name Beneficiary SSN Beneficiary Type Beneficiary Beneficiary Relationship BeneficiaryDoB Beneficiary Change Date Once an Input Control has been added it will appear in the Input Control window in the document properties pane Displayed report results in the right panel will automatically filter according to your input control selection in the left panel Deleting an Input Control To delete an input control either a move your cursor to the right of the object name located in the Input Control window of the document properties pane Click on the X to remove the input control Page 52 On Demand Reporting Input Controls Report ew Mew Map Reset Beneficiary Change D 2006 1 2 00 00 AM 4 2006 12 00 00 S2006 1 2 00 00 62006 1 2 00 00 1 2 00 00 8 2006 1400 00 0121 2006 12 00 DO e006 1 2 00 00 as 2006 1 2 00 00 2006 12 00 00 S26 2006 12 00 00 evo 2006 1 2 00 00 Biz ne 1 2 00 00 22006 1 2 00 00 9 5 2006 1200 00 ANM Input Controle Report GaP Mew Reset Beneficiary Change Date 2006 12 00 00 4M 42006 12 00 00 AM BA 5 2006 12 00 00 AM 62006 12 00 00 AM 772006 12 00 00 AM
35. as a result object or filter prompt by using the arrows or by double clicking on the object then select Run Query Document List Help About G 33 Add Query rQ view SaL Universe Result Objects Va Query Properties 55 Run Query aX Enter your search pattern here WURanNumber Plan Location Div Sub SSN Masked State Country Beneficia m w Ww Participant Daily gt Client Plan Data i Client Plan Number Si Plan TPA Code Query Filters Managed Account Start Date Managed Account End Date Proposal Mail Date Of Date Beneficiary Greater than or Equal to v fo 5 gt Participant Data SSN SSN Masked Employee Number Participant First Name Participant Last Name Participant Name Participant Balance Total Outstanding Loan Balar we Participant Count amp Participant Demographic Dat Beneficiary Name Is not Null Alert Notice that when you run the query the plan number does not display in the report results 4 After the report runs insert the new object from Available Objects directly into the report Drop the object between output cells not column headers when you see the vertical blue line Document View Insert S Find Undo 4 100 CX Edit Query F Refresh c B af f Fitter Sort 4 24 Break Calculations Insert Duplicate fav g
36. ate based on the established schedule you can view these saved versions of the report by highlighting the report and selecting Actions There are two action options for viewing historical reports e History This option allows to you to view and select from a list of all the historical versions of the report e View Latest Instance When this is selected the most recently run version of the report based on the schedule will be directly accessed Organize gt Actions Search tte 4 Properties F Instances View Web Intelligence Report A dz View Latest Instance d at a participant level Modify Schedule When viewing the report in the right panel report title pane the number of instances available for the report will display Note You should delete all old instances that you do not intend to use again in the future This will conserve storage space within the application 3 Selecting History will access a screen that includes all of the scheduled historical versions of the report The Instance Time column will display the date and time for each report Click into a date and time link to access that report The entry with a status of Recurring represents the established schedule and does not contain a report History Participant Fund Balances 9 Show All Show Completed Show only instances owned me Filter Instances By Time Actions Organize Instance Ti
37. ave permissions set to access this universe 08 27 14 Page 73 Create your Custom Report 1 Click on the universe title Client and Plan Summaries Contact Dashboards Front End Transactions Participant Participant Daily PI DC DETAIL On Demand Reporting m IEWR Universes Summoaries IEWR UniversesiContact IEWR Unimversesi Dashboards fEWER UnimersesiFront End IEWR Universes Participant fEWR UniversesP articipant LUniverses 2 Available objects are listed in the left panel Click on the to expand the universe and access available objects Universe Enter your search pattern here x lt Participant Daily 3 Folders containing objects will appear There are multiple folders organized by object type Universe Enter your search pattern here x lt Participant Daily Client Plan Data 9 Participant Data 3 Defined Contributions 3 p Defined Benefit Page 74 On Demand Reporting 4 Click onthe to expand the folder and view objects Universe Enter your search pattern here F X Participant Daily E Client Plan Data J gt Parti F SSN SSN Masked Employee Number L I d Participant First Name Participant Last Name Participant Name Participant Balance Total Outstanding Loan Balance we Participant Count lt Participant
38. ck on the links below to direct you to helpful reference maberials can help you get acquainted with reporting tool and its Tulorial Click hare for an elecitronac bulorial mal will briefly guide you slep by sTep rough Ihe basic Tuncdions fva pou may use regularty to beier monitor and manage your plan To view the tutorial you must have Adobe Flash player version T or higher installed on your computer You may download it fne of charge from Adobe s Web hip aa adobe comlproductsfashelayer Questions amp Answers Guide Click here for the most up Do dale easy to understand written instruci ns io guide you trough he reporting loots main features and commonly asked questions Terms of Moya Secunty Pri ti i 2014 Vora Senices Company All rights reserved Yora and the Voya bloga are registered trademarks of vaya Services Cornpary 5 You will see the report designated as your landing page VOVA W O 1 E GS Wy Folders ee E Lag Putas Folders A Between X aed Y Daily viet Document E Custom Reports Viera Latest Histor Schedule Properties We Standard Reports List of parbcipants with balances exclude Loan amount between a minimqm and maeimaom amount B Day Balances Balance Greater fan or Equal to X Daily Web Inlelligence Document i Dadfy Counts View Latest instance
39. ction This section will display the structure design of the template and will include any filters that have been added gt gt ig mond gt Document View 3 734 9 Arial E z u lA 12 1EIEI gt Y gt Im 12 amp 3 1m Z MAX Document Structure and Fliers Demonstration Plan 820001 Fiter Remove Participant Fund Balances SSN Participant Name Query 1 XXX XX 0001 Participant Sample XXX XX 000 1 Participant Sample Greater than 0 XXX XX 0002 Participant Sample Report1 XXX XX 0002 Participant Sample Page Body XXX XX 0003 Participant Sample C Participant Fund As of As XXX XX 0004 Participant Sample Section Plan Number XXX XX 0006 Participant Sample XXX XX 0007 Participant Sample XXX XX 00 12 Participant Sample 08 27 14 40 On Demand Reporting Note Input Controls functionality will be covered in the following section Right Click Functions The remaining icons Navigation Map User Prompt Input and Find were reviewed in the read only standard reports section of this manual Right Click Functions The right click mouse action offers many report modification features including formatting sorting calculating and setting objects as report sections when the output is in Modify mode when you click Edit You hav
40. ding data Offer familiar icons and navigation tools via a user friendly front end interface Allow report access and development directly to Plan Sponsors Schedule reports to run automatically on a user determined basis Provide charts tables and other easy to use graphics for data organization and presentation Overview of On Demand Reporting Features 08 27 14 Easy to use application for running pre built reports that capture common plan administration and plan sponsor needs Create your own custom reports with ease Extensive amount of data to build reports from Intuitive simple to use report formatting tools Multiple chart and report options available Ability to schedule reports to run automatically Client and plan level trending data Custom reports can be stored in folders which can be organized in an easy and clear fashion Reports can be viewed and shared by multiple users within the same access level Online Tutorials available Page 5 On Demand Reporting Logging In Log in to Sponsor Web Plan Access is a function of Sponsor Web and requires that you log into this application first To access Sponsor Web open an Internet Browser such as Internet Explorer or Chrome Note If this is your first time logging or if you have any other log on issues please refer to Appendix 1 Initial Login 1 Access the ABA RF Retirement Funds site www abaretirement com ABA i pp ecu Does your
41. e Query Filters section In the example below Location Div Sub has been added to the section and will be used to create an additional filter Query Filters CAND Another option from the filter type dialogue box is Value s from list C Filters Dbject from this query Result from another query Participant Balance Greaterthan O reat a a If this option is selected you will be presented with another dialogue box that contains all of the current values for the data object You will need to select one of the values and move it into the field on the right by double clicking or using the gt button 08 27 14 Page 67 On Demand Reporting values here In the example below 1026 was moved into the field on the right The user could then select OK to establish a constant filter which would only include entries that have a Location Div Sub equal to 1026 when the report 1 run Location Div Sub Equal to 3 Information select or enter the the values that you want to show the selected table or cell Once the result objects have been added and the filters have been created if necessary select Run Query to generate the report 08 27 14 Page 68 On Demand Reporting Note Queries will time out after running for 10 minutes Filters can be added to specify the data and cut down on the run time if necessary
42. e AXX XX 0004 Sample AAA AA OO06 Sample AAA AA OOO Sample XXX XX 0012 Sample 08 27 14 Page 23 On Demand Reporting Printing Reports Once a standard report has run you may choose to print the output Standard reports typically display a print icon that you may click Help About Log Out 2ATOC Balance eis je n Fl Edt Query C Refresh Data X Fp 98 Q B 7 Ea 4 2 1 amp Participant Fund Balances As of 1 31 12 Participant Fund Balances Demonstration Plan 820001 ion A daily breakdown Paricbantname Dateoreinn tocaton status ALL CaP core taunvruno a participant level Location ALL C E Keywords 0001 Participant Sample 04 03 1965 Acti 2 900 ar Ses Parapan c222 9 _ locale States 0001 Participant Sample 02 22 1971 43 329 C Creation March 23 2009 0002 Participant Sample 01 14 1956 43 444 7 date 3 58 20 PM GMT 04 00 XXX XX 0002 Participant Sample 02 04 1959 NNNM 32 Term Payment Deferred 21 151 2 aurem Pamopant Sampe _ dale 10 57 06 AM GMT XXX XX 0003 Participant Sample 07 24 1951 1008 00 Active 0004 Participant Sample 05 04 1970 3066 00 Active lt For printing other reports take the following steps 1 Click on View PDF Mode Docum
43. e T Term Awaiting Paym 4447 04 00 P cipal 59 32 Term Payment Deferred 21 151 2 08 27 14 Page 35 On Demand Reporting Left Panel Report Options In Modify mode the left panel of the report in modify mode will now contain additional options that were not available in read only mode SSN Participant XXX XX 0001 Participant Sample XXX XX 0001 Participant Sample Participant Sample XXX XX 0002 Participant Sample Participant Sample Participant Sample Participant Sample Participant Sample Participant Sample 0 G 5 x 08 27 14 Page 36 On Demand Reporting e Selecting the first icon will display the Document Summary section General information about the document is presented in this section including its name description creation date and the last date it was refreshed XXX XX 0001 Participant Sample A daily breakdown XXX XX 0001 Participant Sample 2 Participant Sample a participant level XXX XX 0002 Participant Sample XX 0002 Participant Sample English United States us XX 0003 Participant Sample March 23 2009 0004 Participant Sample 3 58 20 PM 04 00 XX 0006 Participant Sample IE 0007 Participant Sample XXX XX 0012 Participant Sample Page 37 On Demand Reporting e The second icon will bring up the Data Summary section This sect
44. e converted back to Web Intelligence after it runs and functionality will be lost Click Schedule Schedule Formats and Destinations Instance Title Recurrence Formats and Destinations Scheduling Server Group v Output Format and Destination Output Format Details Web Intelligence C Microsoft Excel Inbox Comma Separated Values CSV gt Destinations Options and Settings Help About Destinations for Web Intelligence Participant Counts by Plan The History screen will display providing you with several viewing options Document List Show All Show Completed articipan oun D L Show only instances owned by O Filter Instances By Time Actions Organize Format Microsoft Excel Web Intelligence Instance Time Title Parameters Mar 12 2012 2 00 PM Mar 12 2012 1 59 PM Mar 12 2012 1 18 PM Mar 12 2012 1 16 PM Mar 12 2012 1 11 PM Mar 12 2012 1 07 PM Mar 12 2012 12 22 PM Participant Counts by Plan Participant Counts by Plan Participant Counts by Plan Text Adobe Acrobat Microsoft Excel Web Intelligence Participant Counts by Plan Participant Counts by Plan Participant Counts by Plan Participant Counts by Plan 123 9 8 pz E Web Intelligence Help About Siw of 1 Status Running Success Success Success Success Success Success Page 88 On Demand Reporting When historical versions of the report begin to accumul
45. e the option to highlight a specific column in the report and right click to access a pop up box that contains additional options The pop up box allows you to perform various functions with the selected column Note To highlight an entire column click into the cell below the title of the column not into the title cell Set as section Insert k Format k Filter e Add input control Tum table to Break k Sort Calculation L Hyperlink k Order Align k Remove Option Description Set as Section Allows you to define a column as a report section Allows you to insert rows or columns within the report results right click to remove insert Provides standard formatting options Allows you to quickly filter report results based on criteria you ve entered right click to remove the filter Add Input Control Allows you to easily navigate and filter report results Turn Table To Allows you to determine table view of report data horizontal vertical crosstab or form or to display the data output as a chart Break Allows you to make breaks on or at chosen data within the report Sort Allows you to sort data Calculation Allows you to perform calculations on report output such as count sum min max 08 27 14 41 On Demand Reporting Allows you to format output as hyperlink which will open the application in a new window and run the report Allows you to b
46. e the report in a different format drag the table or chart type over to the right panel and let go Or right click on the table or chart type object Page 83 On Demand Reporting Report Actions amp Scheduling Report Actions You can access the same options available in the Actions drop down menu by right clicking on a report title which will bring up a pop up box with these selections Document List m Mew Add Organize Actions Search title All Title E az My Favorites All Beneficiaries in Plan RDs Reports RD s Version e Public Folders Participant Counts by Div Sub Participant Counts by Plan View Properties Modify Schedule History New Add Organize Option Description _ _ _ _ __ Used to view the current version of the report in read only format Used to view and change details about the report e g name description etc Modify This will open the report in an edit mode and will allow you to perform modifications to the report design Used to schedule a report to run automatically at designated intervals e g weekly monthly etc and then store within History for future viewing Used to view all historical versions of the report after it has been scheduled and run New Used to create a new web document report or folder Add Used by the Central Reporting Team only not for general use Allows you to cut copy create shortcut and delete reports 0
47. efine the filter type by clicking the far right icon to open the dialogue box e f Constant is selected you will need to input a constant value for the filter This specific value will always be incorporated into the filter when the report is run f Prompt is selected the value for the filter is not pre defined When you attempt to run the report you will be prompted first to provide the value for the filter For example Participant Balance is the object selected for the filter and Greater than is the operator If Constant is selected you will need to include the constant value for the filter If Prompt is selected any individual running the report in the future will be asked to provide the value for the participant balance each time the report is run Only balances greater than the value chosen will appear in the report Constant Value s from ist Prompt Object from this query Result from another query Any Result from another query All Page 66 On Demand Reporting If Constant is selected you will need to input the permanent value for the filter in the Type a constant field In the example below the user selected 0 for the constant value This will establish a permanent filter that will only incorporate participant balances that are greater than 0 into the report when it is run in the future Additional filters can be added simply by moving additional data objects into th
48. eneficiary Beneficiary Beneficiary Name Beneficiary Relationship XXX XX 0001 0000 Sample Beneficiary XXX XX 2307 Primary Sp Beneficiary SSN Masked XXX XX 0001 2041 Sample Beneficiary XXX XX 8437 Primary Sp Beneficiary Type Country XXX XX 0001 2056 Sample Beneficiary XXX XX 2581 Contingent B Location Div Sub XXX XX 0001 2056 Sample Beneficiary 4123 Primary Plan Name Plan Number XXX XX 0001 2056 Sample Beneficiary XXX XX 6366 Contingent m Masked XXX XX 0001 2056 Sample Beneficiary 6424 Contingent ate z Variables XXX XX 0001 2056 Sample Beneficiary XXX XX 7969 Contingent XXX XX 0002 0H01 Sample Beneficiary XXX XX 0000 Contingent Plan Number Pla XXX XX 0002 0H01 Sample Beneficiary XXX XX 0000 Contingent This will bring you to the Query screen where the template was originally built The Results Objects section will contain the data objects that are already available in the template The Query Filters section will contain any filters that have already been added to the template 2 Expand the query universe to display the objects Enter your search pattern here Y a Plan Location x X Participant Daily Query Filters Beneficiary Name Is not Null Beneficiary Greater than or Equal to 08 27 14 Page 58 On Demand Reporting 3 Add the new object to be included in the query either
49. ent List alances Quick Display mode Draft mode Participant Sample 02 22 1971 Participant sample 30 Term Awaitin Participant Sample 02 04 1959 s 32 Term Participant sample 00 Acti Participant Sample XXX XX 00 Participant 05 25 1948 0001 00 Acti 08 27 14 24 2 Click the Print icon 08 27 14 Document List Bookmarks n Reportl C mE MEE dE iR L LL On Demand Reporting 45 89b O rn Collaborate 4 Sign 511 467 4 Adit Paint GTa Pamean Sampla Pampa omm a Oo s wes me Es r mam m y 1L Lees 19 gr e 25 On Demand Reporting Exporting Standard Reports Exporting Results Another great feature of On Demand Reporting is the export function You may choose to export report output to an Excel PDF CSV comma separated values in EXCEL or CSV with Options file Once exported you can manipulate find print and save data from within other applications To export report data follow these simple steps 1 Run the report 2 Click on the Document drop down list 3 Selec
50. ery from their personal folder then placed the cursor on the available object country Available Objects Insert Merge af Variable All Beneficiaries O Available Objects Beneficiary 820001 Demonstrat Beneficiary Change Date Beneficiary Date of Birth Beneficiary Name Beneficiary Relationship AXX XX B37 f 1 Beneficiary SSN Masked XXX XX 7440 bcm Type XXA XX 7489 FEET Query 1 Plan Type Text Description PH666 Country This Field contains the iX portion oF participant address Variables E Formulas Plan Number Plan Nar Page 60 On Demand Reporting In the example below the user has chosen to edit the query and has then placed the cursor on the object SSN Participant Daily lt Client Plan Data Client ID wi 5 7E Client i Plan Number Plan TPA Code Managed Account Start Date Managed Account End Date Proposal Mail Date As Of Date articipant Data ser Bi Object SSN Type Text Based on Participant Daily p Description PHOOS Social Security Number Technical Information Mapping Lineage Note If you want to confirm the data behind objects in a Standard Report simply copy and paste the report to a folder to which you have write access My Favorites or Client folders within Public Folders This will allow you to place the report in Modify mode by clickin
51. ess Line 1 8776 Participant Sample 31 Term Paid Out Address Line 1 9999 Participant Sample 30 Term Awaiting Payment Address Line 1 Plan Murnber Participant Data Plan Participant Demographic Data thers 08 27 14 69 On Demand Reporting 2 Select your data type from the list to utilize as a filter Once an object is selected as a filter the data will automatically be resorted based on the object In the below example the report results were filtered on a specific SSN m HOMO Missing Addresses Demonstration Plan 820001 EN Participant Name AddressLine1_ Zip Code BARA Participant Sample 31 Term Paid Out Address Line 1 Demonstration Plan 820013 ssn Participant AddressLine1_ city NN Z P Code BOS A PG Participant Sample 31 Term Paid Out Address Line 1 3 remove the quick filter click Remove from the filter drop down Report results will refresh to their Original view D 28 Soh Masked values 0237 AAA 954 eee OT 2 AAA AA Orr B ACA A i Remuaov 08 27 14 70 On Demand Reporting Custom Reports Creating a Custom Report Need more data On Demand Reporting allows both internal and external users the ability to create their own reports 5 how Select your Universe 1 From the document list go t
52. fine message so users can select values of their choice 7 Employee Number a 7 Participant First Name 7 Participant Last Name 7 Participant Name 7 Participant Balance 7 Total Outstanding Loan Balance Participant Count Participant Demographic Data 9 Participant Beneficiaries 9 Participant Elections 4 gay Defined Contributions 9 d Defined Benefit No object selected 2 Fitter Report Title Pen fac T amal Dermaonstrabon Clin Demonsziralien Plan 395a 08 27 14 Page 78 On Demand Reporting 4 Recall In order to have the newly added object display in the report results select Available Objects from the left panel Available Objects Insert Merge Ti Variable Available Objects Client Name Plan Number r Variables 5 All the objects available in the query will appear Select the plan number and drop it into the report output window Use the blue rectangular bar to highlight where you want to display the new object Document List Help Al Web Intelligence New Web Intelligence Documer sy Document View a tz A 4 100 1 n d Edit Query GE Refresh Data OX 4i E f Available Objects Inse Variable Available Objects Client Name Report Title Plan Name Number Variables Client Name Plan Name Demonstration
53. g Edit and display object descriptions by following the steps in the above examples or by clicking the Data Summary icon 08 27 14 Page 61 08 27 14 Data Summary Sa Print 1 Data source Query 1 Universe Last execution time Nb of rows Objects Query 4 Az Of Date 4 Location Div Sub Participant First Name 4 Participant Last Name 4 Participant Status Code 4 Participant Status Description 4 Plan Name Participant Daily 44 Date Plan information was downloaded PH244 Location This field contains the Division Subsidiary location sent in by the client 1PH8127 Participant First Hame 1PH8143 Participant Last Name Omni Participant Status Code 1PH0217 Participant Status 7PHU21 00 014ctive 02 Rehire 03 Ineligible for Participation Eligible but not Participating 05 Eligible for VEC Contribs Only 06 Break in 5 more 02 amp PL906 This field contains the first ling of the plan name which is printed on selected reports This field contains the second line of the plan name which is more Aime Sor 4 On Demand Reporting Page 62 On Demand Reporting Filters Filters are available by adding objects to the query filter window when developing or editing a query To filter on a specific object add the object to the Query Filters box either by dragging and releasing or using the gt box 7 Ah 1 Jence locu
54. heckbox List Box multiple Select multiple object values from a list box values Double Slider Set a minimum and maximum for two object values and use the sliders to select the increment you d like displayed Calendar Select the date object value via a calendar opecific control types display according to the report type meaning not all control types will be available for every report On Demand Reporting is intuitive to determine logical options for display 08 27 14 Page 48 08 27 14 On Demand Reporting Choose Control Type gt Select and define the control gt ca Entry field Combo box Radio List box Spinner Simple slider Notice scroll bars Input control properties Control type Combo box Location Div Sub Description List of values From report Previauz Cancel 4 After selecting the control type set the control properties The bottom section of the screen will display the Input control properties This section will contain the selected control type and the name of the data object that you selected An Operator option should be selected from the drop down list to determine how the data will be filtered in the report when the input control is utilized Click Next to move to the next screen once the operator has been selected Input control properties Control type Combo box Name Description List of values From report Page 4
55. hly Elections Loans STD downloaded monthly e Additionally some Client Plan amp Fund data downloaded monthly Note monthly data is made available on the 5 day of each month Participant Daily Universe 08 27 14 Used to develop queries on daily Participant level data Information is as of previous day Demographic information Address Status Age etc downloaded daily e Participant Election Data downloaded daily e Participant Beneficiary Data downloaded daily If you manage Defined Contribution plans the following are available for reporting e Participant Source Balance Contribution Data downloaded daily e Participant Fund Balance downloaded daily e Participant Loan Information downloaded daily If you manage Defined Benefit plans the following are available for reporting e Participant Attributes downloaded daily e Participant Balances downloaded daily e Participant Services downloaded daily e Participant Salary downloaded daily e Participant Employment downloaded daily e Participant Compensations downloaded Weekly e Participant Calculation Results downloaded daily e Participant Entitlements downloaded daily e Participant Prior Benefits downloaded daily Page 72 On Demand Reporting Contact Universe Used to develop queries on client level trending data CMS Summary date Call Stats Abandoned Calls Average Speed etc monthly 25
56. ion includes the sources of the data and objects used in the template Data element names and numbers will be displayed for objects that are pulled directly from data elements in the re This section will also contain any formulas that were built into the template design gt Document View 3 2 3 100 Arial 55 H i i 4 Y P gt Q ze X E Print Data source SSN Participant Name p S _ 1 Sample 1 P Univ i Participant Dai XXX XX 000 articipant Sample Last execution 5 5 XXX XX 0001 Participant Sample 2 Participant Sample Nb ofrows 30972 XXX XX 0002 Participant Sample XXX XX 0002 Participant Sample Er _ sample E Query 1 XXX XX 0003 Participant Sample 3 As Of Date Date Plan XXX XX 0004 Participant Sample downloaded _XXX XX 0006_ Participant Sample downloaded XXX XX 0006 Participant Sample Dateof PH050 Date C XXX XX 0007 Participant Sample Birth Birth XXX XX 0012 Participant Sample v 777 On Demand Reporting e The third icon will access the Chart and Table Types tool This tool contains options to convert the report into various table and chart formats You can left click a table or chart selection and drag and drop it the report to transform it into that format Please refer to the Creating Charts sectio
57. llow these steps 1 Click on My Favorites to highlight the folder New Add a amp My Favorites Public Folders 2 Click New Folder New Add Organize Acti Hyperlink Publication Web Intelligence Document The create folder dialogue box will open 3 Enter a name for your new folder and click OK Create Folder Enter a new folder name ok Cancel The new sub folder now exists in My Favorites 08 27 14 Page 29 On Demand Reporting Copying and Saving a Standard Report Once you ve created your own personal folder you can save or copy a standard report by following these steps Copy Report 1 Right click on the standard report title select Organize then Copy if you prefer Organize Copy may also be accessed from the toolbar Tithe mA Loan Balances by Location Report participants that h View D Report includes participant locatic Properties Schedule History ew Add Organize Create Shortcut 2 Navigate to your personal folder to which you will save the standard report 08 27 14 Page 30 On Demand Reporting 3 Right click on your personal folder select Organize then Paste New Add Organize Actions call Title Fd Favorites i All Beneficiaries in Plan PDs Version Properties E E Public Fo El __ Mew List of participants and balance H Stance Participant Counts by Div Sub Pa
58. lts as a pdf e The Find icon fur will open the Find text box which allows you to type and find text within the report 10055 Zoom icon allows you to control the size of the displayed report image 1 1 The Page icon allows you to page through report results Note The total number of pages will always display as 1 until you select the go to last index arrow e The H icon will allow you to show hide the Document Properties pane Page 13 On Demand Reporting lt The Purge Data icon not shown above will allow you to delete all data from your report results If you SAVE the report after purging data the data will be gone permanently After selecting Purge Data you may retrieve the report results by selecting the Refresh Data icon oe I a gt Refresh Data the Undo icon 4 as long as you did not save the purge c The Filter icon will allow you to show hide the report filter toolbar The Fold Unfold icon 2 will allow you to show hide the fold unfold toolbar This feature allows you to expand or collapse report sections when applicable to easily view or skip to data The Drill Mode icon will allow you to start stop drill mode This feature allows you to filter to different levels of data when applicable For example a participant may drill from the participant level to the plan level and vice versa Left Panel Icons 08 27 14 The is icon will allow you to acces
59. m 87 Add Query r view SQL 7 Query Properties 5 Run Query X Universe Result Objects wrote Plan Name Plan Number 5 iz Client Plan Data Client ID Client Name Plan Name TPA Code Managed Account Start Date I ee As Of Date amp 8 Participant Data 8 Defined Contributions t Defined Benefit Query Filters 9 Display by objects Display by hierarchies Basic Filter Steps 1 Select an operator from the drop down list 2 Provide a value if necessary 3 Update Prompt properties if necessary 4 Define a filter type 08 27 14 Page 63 Available Operators Equal to Mot Equal to Greater than Greater than Equal to Less than Less than or Equal ta Between Mot Between In List Mot In List Is Null Is not Null Matches pattern Different from pattern Both Except Prompt Properties 08 27 14 Prompt Properties Prompt text Enter value s for Plan Number Prompt with List of Values Select only from list Keep last value s selected Optional prompt Set default value s 2 More Information Select prompt properties here to define how prompts appear when the query is run or results are refreshed Cancel On Demand Reporting Page 64 On Demand Reporting Filter Types Constant Value s from list Prompt Object from this query Result from another query Result fro
60. m another query Any Result from another query All The filter will update and you can run the query qi A Add Query 7E View SQL Va Query Properties lt gt Run Query iy 5 Universe Result Objects 2 Rien Number Name Location Div Sub SSN Masked f State Country Beneficiary N J Participant Daily Query Filters Beneficiary Name Is not Null 9 Display by objects Report results have been filtered to include only records where Beneficiary Name is provided and the Beneficiary 1 0 or more All Beneficiaries On Plan 820001 Demonstration Plan Participant ID Beneficiary Name Beneficiary SSN Beneficiary Type Beneficiary XXX XX 0001 0000 Sample Beneficiary XXX XX 2307 Primary XXX XX 0001 2041 Sample Beneficiary 8437 Primary XXX XX 0001 2056 Sample Beneficiary XXX XX 2581 Contingent 08 27 14 Page 65 On Demand Reporting Detailed Filter Steps 08 27 14 To create the filter choose an operator option from the drop down list This will determine which items will be filtered into the report based on the object selected For example if Greater than is selected the report will include only items that are greater than the value selected for the object Result Objects x Equal to Not Equal to 1 SSN Masked han Greater than or Equal to Less than Less than or Equal to Between Not Between Next you will need to d
61. mand Reporting T i i k Activity History SON last 4 digits Employee 10 Summary HEE ME Balance Summary Partial strings s a m nenmum o1 4 eharacterz may in d higher number of 3 Select Reports from the orange navigation bar then On Demand Reporting Relationship Summary Plan Info Participant Info Reports 1m Processing Center Resources 4 On Demand Reporting Change iini ABC Savings and Investment Plan 08 27 14 Page 10 On Demand Reporting 4 You will see the Launch screen Click Launch On Demand Reporting VOYA ABC Company Pma ne Home Prof inal ABC Savings amp Investment Plan Plan Farbcipant inks Precessing Cemit Hesogrees R Fogms On Demand Reporting The On Demand Reporting lool i 3 y Io us e Stalg ol the art reporting tool to help you beter monitor and manage your plan Wim online repod generabion you may view or download specific information about your plan with jusi a few cicks of Ihe mouse and it allows you la build robust custom reports with exse drag and drop capabilites On Demand Reporting is pour single source for summaries of operabonal metrics and historical trend analysis to help you analyze your plans dala Click the button below 10 launch e application in a new browser window Before you get started or just for additional tps and guidance cli
62. me Title Format 14 2012 2 34 Participant Fund Balances Web Intelligence Success Mar 14 2012 2 33 PM Participant Fund Balances Web Intelligence Recurring 08 27 14 Page 89 On Demand Reporting Troubleshooting Help Within On Demand Reporting lf you are unsure how to utilize a feature On Demand Reporting includes a useful online Help tool available within the application Simply select the Help button from the application toolbar Documentation amp Online Help External users have access to this comprehensive user guide and an online flash tutorial via the Sponsor Web application Voya Support Further support may be provided by contacting your Voya client relationship representative 08 27 14 Page 90
63. n of this manual The option to add formula and blank text cells into the report is also included in this section 50 Document View 2 3 9 109 Arial Ez u 2 N 81 2815 Im 12 amp Sh KY X Insert These elements are available to drop SSN Participant Name into into your report XXX XX 0001 Participant Sample 5 Report Elements to Drag and Drop Table Elements Ki n 0003 J ENT S o Mr EEUU Cet 08 27 14 Page 39 On Demand Reporting e The fourth icon will present the Available Objects section This section will contain all of the data objects that are currently available for the report For information on how to add objects to a report please refer to the Modifying Existing Reports section of this manual Available Objects insert Merge Variable 2 Available Objects SSN Participant Name As Of Date XXX XX 0001 Participant Sample Date of Birth Fund Code XXX XX 000 1 Participant Sample Fund id XXX XX 0002 Participant Sample Fund Name Location Div Sub XXX XX 0002 Participant Sample XXX XX 0003 Participant Sample XXX XX 0004 Participant Sample XXX XX 0006 Participant Sample XXX XX 0007 Participant Sample XXX XX 0012 Participant Sample j lt L 4 The fifth icon will access the Document Structure and Filters se
64. o New and select Web Intelligence Document Organize Actlons Bi a3 Public Folders Public Folders 2 Determine which Universe you want to create report from E Reporting Microsoft Internet Explorer provided by Citistreet ID Universe elder Client and Plan Summaries EWR Untverses Summarnes Contact fEWR UniversesiContact Dashboards IEWR UniversesDashboards PIECE fEWR UniversesiF ront End Participant fEWR Universes Participant Participant Daily IEWR UniversesrParlicipant DC DETAIL Universes 08 27 14 Page 71 On Demand Reporting Custom Reports amp Universes The Universes made available to an On Demand Reporting user is dependent on specific business needs and application design Some universes listed here may only be available to our internal Central Reporting Team CRT for the purpose of creating standard reports Before creating a custom report you will need to be familiar with the existing universe structure A Universe is made up of tables of data that are linked together logically and compatibly The data from reports is pulled from a universe Participant Universe Used to develop queries on Participant level data as of prior month end Transaction history Accruals Contributions Disbursements etc 4 Months of data Fund and Source level data Current Value Earnings Shares etc downloaded monthly Demographic information Address Status Age etc downloaded mont
65. ond option in the drop down list will access the User Prompt Input section This section will only be enabled for reports that require you to make a selection before running the report For example the Balances Greater Than X template requires you to select the value for X before the report can be run For those types of reports you can alter your input selection in this section without having to exit and rerun the report 08 27 14 Page 21 On Demand Reporting User Prompt Input Advanced As of 1 31 12 There are prompts defined on the queries in this document Demonstration Plan 820001 AXX AXX 0001 Sample Participant MXX XX 0001 Sample Participant AXX XX D0002 Sample Participant MXX XX 0002 Sample Participant AXX AX 0003 Sample Participant MAXX KXX 0004 Sample Participant AMAX XX 0006 Sample Participant AXX XX 0007 Sample Participant XMXX XX D0012 Sample Participant lili 08 27 14 Page 22 On Demand Reporting e The third option will display the Find tool This tool enables you to type in specific text and finds it within the report There is also a Find icon in the toolbar that can be used to access this section ACCOUNT Jance ovs n P h Find Type your text he Options Match whole word Match case Demonstration Plan 820001 Sale AAM XM O001 Sample XXX XX 0001 Sample XXX XX 0002 Sample AXX XX D002 Sample XXX XX 0003 Sampl
66. ontingent Son 12 05 2002 XXX XX 0001 2056 Sample Beneficiary XXX XX 4123 Primary Spouse 05 13 1972 XXX XX 0001 2056 Sample Beneficiary XXX XX 6366 Contingent Daughter 03 30 1998 XXX XX 0001 Sample Beneficiary XXX XX 6424 Contingent Son 04 28 1995 XXX XX 0001 Sample Beneficiary XXX XX 7969 Contingent Son 02 27 2001 XXX XX 0002 Sample Beneficiary XXX XX 0000 Contingent Daughter 02 26 1985 XXX XX 0002 Sample Beneficiary XXX XX 0000 Contingent Son 03 25 1987 XXX XX 0002 Sample Beneficiary XXX XX 0000 Primary Spouse 10 24 1955 000 z e Beneficia 3450 ima Jauante 9194 The will open in Modify mode The report will have additional toolbar options that were not available on the standard read only report These options allow you to change the look of the data on the report To enable the toolbars you will first need to click on the column of the report to be modified Note Individual data cells within the report cannot be modified only entire columns of data or separate text boxes ae Y EXE X5 Participant Fund Balances As of 1 31 12 jon Plan 820001 Balances Etre Of assets by fundat m MC inca CORE EQUITY FUND a perticpant level _ Location ALL CAP CORE W gt F Participant Sample 04 03 1965 2 900 United Lesen ee 02221971 2056 oo adwe 543 329 March 23 2009 30 Term Awaiting Payment 543 444 7 March 23 2009 e
67. ourly schedule at the end time that you specify This option requires a start and end time parameter The object runs once every N days at the time that you specify It will not be run after the end time that you specify This option requires a start and end time parameter Each week the object runs on the selected days at the time that you specify It will not be run after the end time that you specify Monthly monthly data is made This option requires a start date and time along with a recurrence interval in available on the 5th day of each months The object runs on the specified date and time every N months It month will not be run after the end time that you specify 08 27 14 Page 86 On Demand Reporting Nth Day of Month monthly data This option requires a day of the month on which the object is run Instances is made available on the 5th day of are created regularly each month on the day that you enter at the start time each month that you specify The object will not be run after the end time that you specify 1st Monday of Month monthly This option requires a start and end time parameter An instance is created data is made available on the 5th on the first Monday of each month at the time that you specify The object day of each month will not be run after the end time that you specify Last Day of Month monthly data This option requires a start and end time parameter An instance is created is made avail
68. ponsor Web Password Reset Option If you are a Sponsor Web user you are required to establish security questions in your online profile that allows you ta reset your password yourself should you need to E ACY ARON Request rorm Welcome to Sponsor Web 10 Passworr by VRIAC or Vows Inatiional Plan 3 Securities destribured by Voga Fina Partners LLC member SPC third parties with which it has products ld Senices Company QU trademark of Vosa Sero Lompam 08 27 14 Page 7 On Demand Reporting Enter your user ID and password and then click Go to continue If you are logging in from a non registered device you will also be prompted to answer three of your five security questions before entering the site Note Sponsor Web user IDs cannot be shared between users Each user needs their own unique user ID and password If you have any questions about logging in contact your Sponsor Web support staff VOVA EF at Cinta LH Lond ss nte r1 Pu a ABC Company Gee us best hoger T 0342203 at 80 26 Wel come to the new Sp onsor Web What s trending with ei arly i a 1 itu rt Relationship Summary News Center Total Defined Contribution Plans 2 American Taxpayer Relief Act of Total Relationship Balance 45 517 957 10
69. ring specific report output to front back forward or backward for example when both a table and chart are displayed Align Allows you to set page orientation such as layout borders and appearance Remove Allows you to remove rows columns or tables Note Some of the options in the right click pop up box are also available in the toolbars Any right click function may be undone by clicking the undo icon provided the change has not been saved The following are illustrations of some more complex right click functions Set As Section Insert k Format k Filter h gt Add mput control Tum table to Break k Sart b Calculation k Hyperlink k Order b Align k Remove k To set a report result as a section in your report simply right click on the column and select Set as Section 08 27 14 Page 42 On Demand Reporting Notice the Plan Name in the before and after examples below Before not set as section After set as section Report Title Demonstration Plan 1 Savings Plan Client Plan Humber Participant Count The Demonstration Client 920001 19 925 Client Name Plan Name Plan Number Participant Count Report Title The Demonstration Client Demonstration Plan 1 Savings Plan 820001 19 925 Demonstration Plan 2 Non Qualified The Demonstration Client DemonstraionPlan2NonQualfied 820002 19 The Demonstration Client Demonstration Plan 3 Non Qualified Plan 820003 4 The Demon
70. rticipant Account Balance Dr Organize und Balances kdown of assets b Shortcut to Participant Fund Ba 4 daily breakdown of assets b You now have a version of the report that is able to be modified Another way of doing the same thing is to save the standard report Save As Report 1 Click on the title of the standard report New Add Organize Actions Search title gt y Type My Favorites All Beneficiaries in Plan Web Intelligence Report Public Folders Demonstration Client Auto Enrolled Participant Report rpt Crystal Report c 184 Standard Reports E Balances Beneficiary Not Equal 100 Web Intelligence Report J Count 82 Dashboards Beneficiary Tracking Report Web Intelligence Report A list of beneficiary updates made within a plan with Start z E Loans Enrolled to QDIA Crystal Report 08 27 14 Page 31 On Demand Reporting The report will run Document List Help Abou 3 Jona Dar 9 Document View d 2 100 M o joe bi M Refresh Data p Beneficiaries On Plan 820001 Demonstration Plan Participant ID Beneficiary Name Beneficiary SSN Beneficiary Type Beneficiary Beneficiary Relationship Beneficiary DoB XXX XX 0001 0000 Sample Beneficiary XXX XX 2307 Primary Spouse XXX XX 0001 2041 Sample Beneficiary XXX XX 8437 Primary 100 Spouse 12 04 1964 XXX XX 0001 2056 Sample Beneficiary XXX XX 258 1 Contingent 0 Son 12 05 2002 XXX XX 00
71. s the Navigation Map Navigation which contains a tree structure breakdown of the report based on its various sections Use the Navigation map to view sections or to move within the report User Prompt Input icon will allow you to access User Prompt Input This section will only be enabled for reports that require you to input information before running the report The icon will allow you to access Input Controls if any are defined on the report Input controls provide another level of report navigation and filter functionality Input Controls Report The Find icon d will open the Find text box which allows you to type and find text within the report Page 14 On Demand Reporting Standard Reports Record Keeping System Data Standard Reports Recordkeeping System Data N Note The report content provided in this manual is for illustrative purposes only Report availability and content may vary depending on your line of business Standard Reports are pre existing reports designed to capture common Plan Administration and Plan Sponsor needs Both Plan Administration and Clients have access to Standard Reports Only Plan Administration has access to Standard Reports Internal Standard Reports The standard reports are categorized into folders Within each folder there are multiple reports BALANCES Daily Monthly 08 27 14 Balances and Counts of Parts 70 1 2 amp Older Balances between X
72. schedule window will open This will bring up the Schedule screen where you can set criteria and schedule the report to run Left panel options can be used to establish the title frequency and format of the report run Note When scheduling a report that includes prompts you ll enter the prompt information at the time of scheduling 08 27 14 Page 85 On Demand Reporting Left Panel Options Instance Title When you click on Instance Title the report name will automatically display You can enter a name to be used for each scheduled instance Reporting VOVA Instance Title Instance Title Participant Counts by Plan Hecurrenoe Formats and Destinations Scheduling Server Group Recurrence This option specifies a schedule for running an object Each parameter in the Run object list has its own specific data entry requirements The following parameters are available When you click Schedule the object runs once immediately This option requires a start and end time parameter The object runs once at the time that you specify If you schedule the object with events the object will run once if the event is triggered between the start and end times This option requires information in hours and or minutes for how frequently the object is run Instances are created regularly to match the parameters that you enter The first instance is created at the start time that you specify and the object will cease to run on its h
73. search using the plan name or number Top Plans DC Plans ABC SAVINGS AND INVESTMENT PLAN 627001 119 036 295 61 ABC BARGAINING SAVINGS amp INVESTMENT PLAN 627002 5118 194 500 36 237 230 796 47 Edt Top Plans View All Plans View All Participants gt gt DC Plan Total Relationship 2 Plans Q Search By Participant By Plan Plan Mame OR Plan Number mu Partial strings at a minimum of 4 characters are accepted but may result in a higher number of responses 08 27 14 Page 9 On Demand Reporting 2 You will see the Plan Summary dashboard VOVA Home Frome Hep Cords Us Lego ABC SAVINGS AND RETIREMENT PLAN Relationship Summary Fian info Participant info Reports Processing Center Resources 4 Forme ABC SAVINGS AND RETIREMENT PLAN 627001 Print Plan Sum mary Intamnabhen az ef 50 EMPIRE DEWE SUITE 200 SAINT PALL Han Dilg Wew All Faticipants gt gt Balance Information Balance By Source of Money m Employer Fra Lax Cont 24 591 046 18 CN PIS 212 857 04 B Employee Fre Tax Cont 10 030 25 25 03 Total Balance 24 991 048 168 Forst Contributions 8147 855 11 Show Erg Bt Viae EM arie Utali Seurea ineertmera Asgat Clair Search Quick Links Reports Pian links e Farticipant Pian Hymne Firg Plan b Payroll Administration On De
74. software The intuitive folder structure makes reports easy to locate store and share Familiar icons such as save print refresh find and more are available Hovering over icons will display a description of the action a Public Folders a e Delivery Reports m 20 Demonstration Client i c 4d hb H 1 Main Report 5 aun Client Summary 9 GB Standard Reports The Demonstration Client gm Standard Reports Internal E i Standard Reports internal Participant Status Summary Total Assets As of August 31 2010 As of September 03 2010 TOTAL 624 493 243 21 excluding loan fund 87600 Derrecpisti ation Plan 1 Savings Man Note The report displayed as a landing page will vary depending on your line of business Common On Demand Reporting icons include the following e The or icon will allow you to export the data to Excel and Adobe e The cs icon will allow you to print the report e The tal icon will allow you to show hide the report parameters The arrow icons allow you to move within the report M e allows you to refresh the page e The ur icon will open the Find text box which allows you to type and find text within the report 08 27 14 Page 12 On Demand Reporting Report Navigation Toolb 08 27 14 The report page contains additional navigation drop downs and icons described below Note The report may need to be in Modify mode for some icons to be enabled
75. stration Client 520002 18 Demonstration Plan 3 Non Qualified Plan Client Plan Humber Participant Count The Demonstration Client 20003 48 To remove the report section click on the Document Structure and Filters E icon in the right panel report property pane Then right click on the section and select Remove Section Wen intelligence A seneti es In Plan ie Document View T 100 4 94 94 b M ie z Document Structure and Filters F Filter 2X Remove cat Forma 2 All Beneficiaries in Plan ad Query 1 AXX XX 9998 OH Sample Beneficiary AXX XX 9998 Sample Beneficiary Cut Ctrl C Sample Beneficiary Paste Ctrl V 2 Sample Beneficiary Filter Sample Beneficiary T Add input itral ici ex input contra Sample Beneficiary zj Fieport1 Format H Page Header E Page Sample Beneficiary Sort XXX XX 0613 2061 Sample Beneficiary AAXX XX 1273 OHO1 sample Beneficiary AXX XX 1461 sample Beneficiary Sample Beneficiary 08 27 14 Page 43 On Demand Reporting Format Set section Insert b roma Filter 9 Add mput control Tum table to Swap axi Break F Sort L Calculation F Hyperlink L Order k Align k Remove F Document View E 25 aA d Edit Query Refre Arial B z 9 A gt my s X da f AX m 2 Formatting amp Function All Beneficiaries On Plz inclbars mo
76. t Save to my computer as Excel PDF CSV or CSV with options You may also select Save report to my computer as This selection gives you the option of saving as an Excel PDF or text file Document List r Excel PDF CSV 100 0001 Participant Samp Participant Sample AXA XA 0002 Participant 5 e 30 Term Awaiting Payment XXX XX 0002 Participant Sampl 32 Term Payment Deferred 100 0008 Participant Sample XXX XX 0004 Participant Sample 05 04 1970 00 Active 08 27 14 Page 26 On Demand Reporting 4 Open the file by clicking on the Open button to export a file Or click the Save button to automatically save the report to the location of your choice File Download 8 Some files can harm your computer IF the file information below E looks suspicious or you do not fully trust the source do not open save this file File name 2 amp Older xls File type Microsoft Excel Worksheet From sabjecks corp citistreeb org Would you like to open the file or sawe it to Your computer Open Save Cancel Mare Info ask before opening this of file Examples Microsoft Excel Balances and Counts of Parks 70 19 e2F2 e26 lder 1 xls B File Edit Insert Format Tools Data Business Objects Window X E dg Ale articipant d Participant Status Date Of Birth Attained
77. t x od Available Objects d Available Objects J Attained Age 300601 J Date Of Birth 7 Location Participant Id TIEN Status Date Of Birth Attained Age Current Value 30 7 Participant 1 001222053 1111929 78 6 121 25 7 Participant Last 2 Participant Status 001281628 04 8 8 1929 7B 7 Plan Id 002123766 31 1212411925 80 Current Value e V REDE nn 1a4asn127 21 41811973 97 08 27 14 59 08 27 14 On Demand Reporting 5 In order to have the newly added object display in the report results select Available Objects from the left panel id Available Objects Available J Attained Age Dale Of Birth J Location 7 Participant ld J Participant Last Name J Participant Status 7 Plan ki Current Value Pies is 6 All the objects available in the query will appear Select the newly added object and drop it into the report output window Use the blue rectangular bar to highlight where you want to display the new object Now the newly added object will appear in the report results If it does not appear you may need to click the refresh data icon Fetresn bata Want to Confirm the Data behind the Report Object With On Demand Reporting it s easy Simply hold your cursor over the object in the left panel A message box providing descriptive object information will display at the top of the screen In the example below the user has run a qu
78. tangular bar indicates that plan number will be placed between plan name and participant count 08 27 14 Page 77 On Demand Reporting Adda Query sf view SOL Fal Query Properties F Run Query Universe Result Objects Display by objects 9 Participant Daily 18 Client Plan Data Client Nam Plan Name 7 Plan Number 1 7 Client Name 73 Plan Number 7 Plan Name 7 Plan Type As Of Date Query Filters 9 Aa Participant Data 8 Defined Contributions To filter the query select predefined filters or objects on the Universe pane and add them here by clicking the arrow Defined Benefit or using drag and drop Select Filter to specity the values you want returned to reports or select Prompt to define message so users can select values of their choice No object selected 3 Run the query Add Query 59 View SQL Val Query Properties Run Query Cancel Universe Result Objects 7 Client 71 Plan Plan G Participant Daily igi Client Plan Data 7 Client Name 7 Plan Number 7 Plan Name 9 Plan Type F As Of Date Query Filters Participant Data 7 SSN To filter the query select predefined filters or objects on the Universe pane and add them here by clicking the arrow 7 SSN Masked or using drag anc drop Select Filter to specify the values you want returned to reports or select Prompt to de
79. unt SSNs highlight the column right click and select Calculation Click Count D Quay M XS J Forma Bad Contra AllBer 7s 82000 Beneficiary SSM Type Benefici KN KN Primar Geneliciery 53H Mashed OOK XOU XX 84 37 Proma 5 Bay Country i XXX XX 2581 Continent Location Ow Suti x XXXC XX 4123 Primary 35 Pian arra k i Plan Hamba DO KX Contingent SSN Masked 52 Comngen State J t 4 Sample un XXX XX i Continent zi DC Zampe Beneficia Continent hamber Plin carnple usny XXX XX Prima 08 27 14 Page 55 Remove On Demand Reporting In addition to the Undo icon located in the toolbar right click also includes a remove feature so you have the option of removing an object after it may have been saved Insert Format Filter Break Sort Hyperlink Order Align Set as section d Add input control Tum table to Calculation k To remove a column from a report highlight the column right click and select Remove then Column EM Humber Participant Count 920001 920002 08 27 14 19291 18 Set as section Insert Format Filter Turn table to Swap axis Break orl Calculation Remove
80. which provide simple way to quickly navigate filter and otherwise personalize their views of report content Generally input controls are similar to filters but provide additional user control 1 add an input control to an existing report open the query in edit mode This may be done either by a Right clicking on the report title and selecting Modify in the report title pane or Document List oc New Add Organize Actions all Title Ch 180 My Favorites 8 All Beneficiaries in Plag RDs Reports H E Public Folders 1 Participant Counts by Properties Modify RD s version View Wl Participant Counts by Schedule History New F Add F Organize b If the report is already open by selecting the Edit button in the top right of the screen 08 27 14 Page 46 08 27 14 Document List On Demand Reporting Web Intelligence All Beneficiaries in Plan F Document A 9 0x J All Beneficiaries On Plan 820001 Demonstration Plan 0001 2056 Sample 30930 0002 0901 Sample Beneficiary sae AR 1004 AAA Ae OOS AAA Ae J B AAA Ae 2 AeA Ae 2 AAA 001 4 Aaa Ae 5 Aaa Ae AAA Ae O01 AAA Ae 9 Aaa AR DOZ1 AeA Ae 24 AAA Ae 2 AAA 002g Aaa Ae 0031 f Participant I0 Location BeneficiaryName Beneficiary SSN Beneficiary Type OS 0001 2041 Sample Beneficiary MOK

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