Over/Short Report

The Over/Short report calculates differentials between an employers reported contributions and what was paid with an Over/Short column.

To run the Over/Short Report:

1. Navigate to Fund Administration > Over/Short Report.
2. Select a specific benefit or 'All' from the drop-down.
3. Click Refresh to run report.
4. Click Save Raw Data or Save Formatted Report to download a copy of the report to .csv format.
5. Click View Print Format to generate a .pdf version of the report grid.

When utilizing the Over/Short report, please note:

• Include closed items with a balance: Check if you want to include contributions that were underpaid but closed with a balance, indicating that there was no intent to collect remaining funds.

For information on additional delinquency reports, see here.