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Pensions Summary

The Pensions Summary report totals workplace pension contributions by arrangement and provider for a selected period.

Pensions Summary by arrangement and provider

View the report

  1. Go to Reports on the left sidebar.
  2. Under Deduction Reports, open Pensions Summary.
  3. Set the Date Range, then click Run Report. Use the filter, compare, schedule, and export options described below.

What the report shows

ColumnDescription
NameThe pension arrangement or contribution method (for example Relief at Source, Salary Sacrifice, or Net Pay).
Pension Provider NameThe pension provider (for example Nest or The People’s Pension).
Registration NumberThe registration number for that arrangement.
Upper Band LimitUpper band limit for pensionable earnings, where shown.
Lower Band LimitLower band limit for pensionable earnings, where shown.
Total Employee ContributionTotal employee pension contributions.
Total Employer ContributionTotal employer pension contributions.
Total ContributionCombined employee and employer contributions.

A Total row sums contribution columns. Use Customize Report Columns to show or hide columns.

Customize Report Columns for Pensions Summary

Filter, compare, schedule, and export

After you open this report, you can refine the period, narrow results, schedule report emails, or download the data. For a list of all the reports, see Reports Centre.

Date range and more filters

  1. Choose a Date Range preset (for example This Year, This Month, or Previous Month), or select Custom and pick start and end dates.
  2. Optional: click + More Filters to narrow by fields such as payroll status, department, or work location.
  3. Click Run Report to refresh the results.
Date Range presets on a report Custom date range on a report More Filters on a report

Compare with

If the report shows Compare With, choose a previous year, month, or quarter to contrast with the current period, then click Run Report again.

Compare With options on a report

Schedule the report

  1. Open the schedule option on the report.
  2. Choose how often to send it (Weekly, Monthly, Quarterly, or Yearly).
  3. Add recipients and the file format (PDF, XLS, XLSX, or CSV where available).
  4. Save the schedule.
Schedule Report modal

Export the report

  1. Click Export as.
  2. Choose PDF, CSV (where available), XLS, XLSX, or Zoho Sheet.
  3. Optional: select Protect this file with a password and enter a password of at least 6 characters.
  4. Click Export.
Export as menu on a report Export report as CSV Export report as XLSX with password option

For pension setup, see Pensions.

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