Reports

Select a specific category below to run a report on demand, schedule a report to run automatically, or create a custom report. Reports you create can be saved as favorites or scheduled to run automatically for ongoing use.

Report categories

Lump sum change detail

Reflects new or updated lump sum payments during a specific time.

Lump sum summary

Details of lump sum payments for a range of requested payment dates.

Periodic change detail

Reflects new payments, changes, and specific payments during a specified time frame.

Outstanding checks

Details of stopped checks, not cashed checks, or transferred to the Principal unclaimed account for a specified time frame.

Payment stop/check reissue

Reflects stopped checks and checks reissued during a specified time frame.

Custom

Get reports based on your custom report templates.

Manage & Create

Your custom templates

Report name

Manage & create custom templates