How do I download a contribution report?

After running a Contributions report, you can download and save it in a specified format. The downloaded report can be opened in Excel for further formatting and/or filtering and for distribution.

To download a Contributions report:

1 - Click the Download icon  located on the right end of the results panel. A popup displays.

2 - Select the required Download Format. (See a list of available formats below.)

3 - Nominate the Time zone.

4 - Click the Download button.

5 - Choose the location to save the file, and then click the Save button.  Your report is now available for editing and distributing.

Download Formats

The three download formats, available for contribution reports, are described below.  All downloads are
in .CSV format so they can be viewed and manipulated in a text editor or Excel.

Format	Details	Number of fields
SuperChoice Detail CSV Long Download	This download contains details about the employer(s), members, contribution amounts, recipient funds and also any defined benefit information for members. This format is usually the standard download choice for most users.	155
SuperChoice Detail with Responses CSV Download	This download contains all the same fields as the SuperChoice Detail CSV Long Download but has additional fields at the end for any response values sent from recipient funds. This format is useful if you need to see and process responses from funds into your payroll system, for example new member numbers. The number you provided in the contribution file is in column BS and the number the fund responds with is in column EZ.	163
SuperStream Alternative File Format	This is the ATO SuperStream Alternative File Format, which is also a format that can be re-uploaded to the portal. It contains similar data to the SuperChoice Detail CSV Long Download format.	133