7.07.01: Adding Records to a Report

 

1. Click on the Work on Reports link. This will open the Work on Retirement Detail Reports screen.
 
2. Under Unposted Reports, select the report that you want to add records to and click the Edit link.
 
3. Enter the employee SSN under Option 2 and click the Add or Edit Record box.
  Screenshot of the Edit Retirement Detail Reports. Enter member SSN.
 
4. In the Add New Record box select the detail record you want to add. Click on the box Add New Record. Do not click the OK button.
  Screenshot of the Add/Edit a Member Record screen.
 
5. Complete the detail record and click on SAVE.
  Screenshot of a detail record with Save button highlighted.
 

Last updated: 09/13/2015