The Batch Gap Report Layout Editor allows for the configuration of default values and various settings within the Batch Gap report.

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 ().

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

 

 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 () found to the right of the Report Configuration prompt.

Editor Tabs

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

1.Settings

2.Social Security

3.Roth Account

4.Defined Benefit Account

5.Chart Options

6.Funding Thresholds