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Creating Pension Reports and Files


BrightPay allows the creation of customised flexible report templates which can be saved to the report menu to run historical, current or future period reports.

Once a customised report template is built the template can be saved to Favourite Reports to allow ease of access and to re-create the report at any time.

This is a good option to build a report specifically for the pension company in relation to contributions.


Create a New Report Template

Choose the ANALYSIS menu item.


A default listing of employees, default periods and columns will be shown.  


Analysis - New Report


Customise the Report

Amend these to suit your pension provider reporting requirements;



Period Type
Choose the pay period that you wish to build the report on, i.e. Employer Weeks, HMRC weeks etc.

and To
Choose the date range for the report, this can be amended each time you run the report

Choose between the optional totals etc to include on the report


Report selection



Choose the Add/Remove Employees option.  
A full listing of the employees on file will display, select / deselect the employees that are not relevant to the file type you are creating.

Reports - Employee Listing




Choose Add/Remove Columns option
You can now choose which details you wish to include in the report;

  • Employment Details such as, Name, NI Number, Date of Birth  
  • Period Details such as Gross Earnings, Pensionable Gross
  • Year to Date Details such as Gross Earnings to date, Pensionable Gross to Date
  • Most importantly in the Employer Items section you can choose the details of the Company Pension Schemes to include in the report.

 Report Columns


The columns can be re-ordered to suit a required layout by simply left clicking, dragging and dropping the column as required.


Final Columns


Enter the Report Name as you wish to have it known.


Report Name


RUN the Report. 



Select to Save the Report.

You will be shown the report name that you are saving.

indicate that you wish to Save the Report to Favourites


Save to Favourites


The report will now be available on the Favourties listing to simply run, amending any of the Date, Employee or Columns filters as is required.


Report on Favourites




Select the Export option from the Analysis toolbar to export the displayed customised pension report.

You can choose to export the report to a number of different formats

  • Microsoft Excel
  • CSV
  • Clipboard
  • PDF


Once the required format is selected you will be prompted to Save the file, choose where you would like to Save the file to on your PC.



Need help? Support is available at 0345 9390019 or support@brightpay.co.uk.

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