How do I use filters to create a report?

Filters for Contributions Reports

There are 20 data filters available for reporting on contributions.  The filters are a mix of pre-defined options such as Message Type, lists to select from such as Fund Names, and flexible fields into which you can type search criteria into such as Benefit Category and Member No.

A downloaded report will contain all data that relates to the results of your search criteria, not just the data in selected filter fields.

Filter field	Purpose	Options
Date Filters	Controls the date range for the report data.	Last Day Last 7 Days Last 30 Days (default) Current Financial Year Last Financial Year Custom Date Range (manually select From and To dates)
Message Type	Controls whether the report lists Contribution message data, Member message data, or both.	Members Contributions
Feedback Severity	Controls the type of report data depending on the feedback severity received from the recipient fund.	No Feedback Error Warning Info
Employer	If you are a sole trader or only have access to a single employer entity, this will be preset to the one entity.  If you have access to multiple employer entities, you can select single, multiple or All.	Various All selected by default
Fund Name	Controls which APRA (Australian Prudential Regulation Authority) funds display in the report.	Various All selected by default
SMSF Name	Controls which Self-Managed Super funds display in the report.	Various All selected by default
Conversation ID	This acts as a super filter value as it ignores all other filter parameters.	Free text – if you know the conversation ID of the message you want to view.
Employee Status	Controls which employee statuses display in the report.	Current Started Terminated
Employment Type	Controls which employment statuses display in the report.	Casual Contractor Full time Part time
Location ID	Controls which employer locations display in the report. This is useful where the location ID is used as a payroll centre/ department designation.	Free text
Benefit Category	Controls which benefit categories display in the report.	Free text
Fund Employer No.	Controls which employer/fund combination by FEN displays in the report.	Free text
Member No.	Controls which member’s data displays in the report.	Free text – you can type the full member number or a partial member number to display all partial matches.
Member Surname	Displays members with a specific surname in the report.	Free text
Member Firstname	Displays members with a specific first name in the report.	Free text
Date of Birth	Displays members with a specific DOB in the report.	Calendar date picker
Payroll No.	Displays a member’s data according to their specific Payroll number in the report.	Free text
Payment Ref No.	This functions as a super filter value as it ignores all other filter parameters.	Free text – if you know the Payment Ref No of the contribution file that you want to view.
Individual Amount	Displays all contributions with the specified amount in any of these: Super Guarantee Personal Contribution Salary Sacrifice Productivity Award	Free text
Batch Amount	Allows you to search for a total batch amount, for both choice and default super funds.	Batch Amount

Grouping Options for Contributions Reports

The search result data for a contributions report can be grouped on screen according to 10 grouping options.

Each grouping is applied in order from left to right as displayed in the Grouping panel.

Group	How Results Data is Grouped
Date Initiated	By the date the transactions were initiated.
Payment Ref. No.	By Payment Reference Numbers in ascending order.
Feedback Severity	By the level of feedback provided for the transaction in the following order: Error Information No Feedback Warning
Message Type	By the message type in the following order: Contributions Members
Employer	By employer name in ascending order.
Fund Name	By Fund name in ascending order.
Employee Status	By Employee Status in the following order: Current Terminated
Location ID	By Location Id.
Benefit Category	By Benefit Category in ascending order.
Member No.	By Member No. in ascending order.

Useful Filters to Save for Contributions Reports

The below filter configurations are useful in managing SuperStream responses and keeping track of your submission history details.

Suggested Filter Name	Purpose	Options to select
SMSF Errors	This report is useful to check on any errors from SMSF administrators. The most common issue is the fund ABN not being known to the ESA provider, which means the fund may not be registered with that ESA provider for contribution purposes.	Date Filters – Set to the period you require. Message Type – Contributions. Feedback Severity – Error. Fund Name – Move all funds from right hand column to left hand column to exclude them. SMSF Name – Ensure all SMSFs are in the right-hand column. Group By - Default is Date Initiated but you could also use Fund Name to show errors for each fund or even Payment Reference No. if you want to check a specific submission. Download Format – SuperChoice Detail with Responses CSV Download.
Year to date contributions for a particular member	This filter is useful to obtain a quick snapshot of the YTD total of contributions for a particular member. This could also be used for a YTD report for a particular fund, especially an SMSF. To obtain this report, remove the member name values and pick a single fund from either the funds filter or the SMSF filter.	Date Filters – Current financial year. Message Type – Contributions. Feedback Severity – No Feedback, Warning and Info. Fund Name – Ensure all funds are in the right-hand column. SMSF Name – Ensure all SMSFs are in the right-hand column. Member Surname – Enter the member’s last name. Member Firstname – Enter the member’s first name. Group By – To see a single line summary, remove all group filters. You may want to group by Fund Name if the member has contributions going to multiple funds.
Year to date contributions for whole payroll	This filter is useful to obtain a list of your total contributions made for the financial year to date. This can be used for reconciliation against payroll totals.	Date Filters – Current financial year. Message Type – Contributions. Feedback Severity – No Feedback, Warning and Info. Fund Name – Ensure all funds are in the right-hand column. SMSF Name – Ensure all SMSFs are in the right-hand column. Group By – To see a single line summary, remove all group filters. You may also want to group by Fund Name.
New members	This filter will produce a list of new members created in the specified period.	Date Filters – Current financial year. Message Type – Members. Feedback Severity – No Feedback, Warning and Info. Fund Name – Ensure all funds are in the right-hand column. SMSF Name – Ensure all SMSFs are in the right-hand column. Employee Status – Started. Group By – To see a single line summary, remove all group filters. You may want to group by Fund Name to see new members for each recipient fund.
Terminated members	This filter will produce a list of members terminated in the specified period. This requires members to have a valid value in the Employment End Date field.	Date Filters – Current financial year. Message Type – Members. Feedback Severity – No Feedback, Warning and Info. Fund Name – Ensure all funds are in the right-hand column. SMSF Name – Ensure all SMSFs are in the right-hand column. Employee Status – Terminated. Group By – To see a single line summary, remove all group filters. You may want to group by Fund Name to see new members for each recipient fund.

Filters for Payments Reports

There are 6 data filters available for reporting on payments.  The filters are a mix of pre-defined options such as Payment Type, lists to select from such as Employer, and flexible fields into which you can type search criteria into such as Payment Ref. No. and Batch Amount.

Filter Field	Purpose	Options
Date Filters	Controls the date range for the report data.	Last Day Last 7 Days Last 30 Days (default) Current Financial Year Last Financial Year Custom Date Range (manually select From and To dates)
Employer	If you are a sole trader or only have access to a single employer entity, this will be preset to the one entity.  If you have access to multiple employer entities, you can select single, multiple or All.	Various All selected by default
Payment Ref No.	This functions as a super filter value as it ignores all other filter parameters.	Free text – if you know the Payment Ref No of the contribution file that you want to view.
Batch Amount	Allows you to search for a total submission amount, for both choice and default super funds.	Batch Amount
Status	Controls which payment statuses display in the report.	Orchestration Started Orchestration Processing Employer Payment Processing Employer Payment Underpaid Employer Payment Overpaid Employer Payment Cancelled Employer Payment Expired Employer Payment Completed
Payment Types	Controls which payment types display in the report.	Simple Payment Direct Credit Direct Debit Credit Card BPay Cheque EFT