FAQ 830: Quarterly Contribution and Discounted Contributions - How to Run Reports

Problem: How do I run quarterly contribution and discounted contribution reports?

Solution: Refer to FAQ 884: Quarterly Contribution and Discounted Contributions - How to Run Calculations for instructions on the Data Input requirements and Calculation Options needed prior to printing quarterly contribution and discounted contribution reports. -------------------------------------------------------------------- REPORTING OPTIONS -------------------------------------------------------------------- The Reports > Valuation > PPA DB... menu includes the following report options for Report Type = Valuation Report when the Contributions report is included in the Selected Sections in Print Order list and they are selected in the Contributions frame: 1. Contribution listing - This report prints out a listing of the dates and amounts of the contributions entered on the Costs \ PLANCNTB screen. 2. Schedule SB attachment - This report prints out a listing of the dates, amounts, applicable years and interest rates, and adjusted amounts that can be used for the Schedule SB line 19 attachment. This report is also available as the Discounted Contribution report when Report Type = Schedule SB Attachments 3. Receivable contributions - For BOY valuations, this report prints out a listing of the dates and amounts of the contributions entered on the Costs \ PLANCNTB screen coded with Category R. 4. Pre-contrib and interest report - For EOY valuations, this report prints out a listing of the dates and amounts of the contributions entered on the Costs \ PLANCNTB screen coded with Category C but deposited prior to the plan's valuation date. -------------------------------------------------------------------- ADDITIONAL DOCUMENTATION -------------------------------------------------------------------- In the Reports > Valuation > PPA DB... menu, use the F1 key to access a complete explanation of the various reporting options available. Sample reports are available in the DB Reference Manual in Chapter 7: Quarterly Interest Adjusted Contributions.