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The Retirement Analysis Kit Help File

Navigation: TRAK Programs > Batch Processing > Batch Gap Reporting

Batch Gap Report Configuration Editor

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The Gap Report Configuration Editor allows for the configuration of default values and various settings within the Batch Gap report. It may be accessed in the Batch Processing calculator when the "Gap Analysis" Batch Process Type is selected by clicking on the editor button to the right of the Report Configuration combo-box

 BGConfigEditorAccessButton

Select the report configuration in the combo box.

Report configurations may be selected, added, deleted, or renamed by clicking on the respective button found to the right of the Report Configuration combo box.

(Batch Process Layout editor buttons)

Note:The delete button will be disabled if only one report configuration is available.

Batch gap layout editor

 

Note:The Report Layout Editor may be accessed in the Batch Processing calculator by selecting Gap Analysis as the Batch Processing Type and clicking on the editor button (BatchPayEditorIcon) found to the right of the Report Configuration prompt.

Editor Tabs

The editor has seven tabs. Each is discussed in the relevant link below.

1.Setup

2.Retirement Age

3.Social Security

4.Roth Account

5.Defined Benefit Account

6.Chart Options

7.Contribution Change Thresholds

8.Participant Benchmark

a)Options

b)Charts