The Appointee Information report displays the Appointee, Charge, District, City/State, Position, Pension Plan Type, Salary, Start Date, End Date, and Active status. There are filtering options including Charge, Position, and Pension Plan Type.
Filters
- Complete the following options as needed.
-
- Name - Enter a Last Name of an Appointee (Sanders), the Last Name and First Name separated by a comma (Sanders, Edward), or a comma with only the First Name (,Edward).
- City - Enter a partial or whole name of a city.
- State - Select the State from the drop-down list using your mouse or type the first letter of the state. (You can continue to press the first letter of the state to scroll through the states that start with that letter.)
- Charge
- Position
- Pension Plan Type
- Salary
- Start Date
- End Date
-
Active:
- Include Active Only
- Include Inactive Only
- Include Active and Inactive
Options
- Complete the following options as needed.
-
- Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
- Banded Rows?
-
Sort Order:
- Available Options and Selected Options
Click and drag an option to the Selected Options box to make it the primary sort order. For example, to sort the report by District, followed by Alphabetical and then Salary, list the options to match the following example.
-
- Select the Include Reporting Data? check box to include the Organization Name, Employer Number, Percent Type, Social Security Number, Appointment Housing Allowance, Parsonage, and Plan Amount on the report.
Report
- Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed.
- Click the Close Report button to return to the dashboard.
Updated