Context: This guide covers the Employee Report, where to find it, and how to export it.
- To view a list of employees and their fund details, navigate to the Reports section on the left-hand side. Then, select 'View' on the employee report page to access the information.
- Select 'Export' on the employee member details table.
- The report will be extracted as a CSV file. It will show the following fields as displayed below.
Tip: Right click on the image below, and select 'Open in new tab' to get a closer view of the columns.