Clients are able to download reports from the ClickSuper portal within excel spreadsheets. Reports can be tailored depending on what clients are after - the most common scenarios are listed below. We are planning to implement a PDF option at a later date after listening to feedback from our clients. If there is something you would like to see or improve please email us at support@clicksuper.com.au - we would love to hear from you.
On this page:
- Downloading a report with all contributions made in Superstream
- Downloading a report with all contributions for a particular employee
- Downloading a report by file name
Downloading a report with all contributions made in Superstream
A full video guide can be found below if preferred.
To download a report of all contributions paid in Superstream, please log in to your account. The default page that is loaded when logged in is the DASHBOARD.
1. Visit the contribution menu. On the Dashboard, simply click the CONTRIBUTIONS menu option on the left hand side of the page as below.
2. On the Contributions Manager please select the "type" filter and select Contribution from the drop down menu.
Once the Contribution option has been selected, please click the Filter button as shown below.
3. Click the Transaction tab and click the STATUS filter and select ACTIVE from the drop down menu that appears. Once done, please click the Filter button.
This will show all contributions paid by your organisation. There will likely be many pages of transactions which can be difficult to sort so we do recommend exporting the data to a spreadsheet for easier viewing.
4. After your results load, press the export button on the bottom of the page
5. You will receive an Excel download containing the data, from there you can filter the columns using Excel to get specific data
In the event that you follow this guide and receive no results appear, this could indicate you may have a previous filter set in the contribution menu. To clear your filters please logout and log back in again and perform the above steps.
Downloading a report with all contributions for a particular employee
To download a report of all contributions paid in Superstream, please log in to your account. The default page that is loaded when logged in is the DASHBOARD.
1. Visit the contribution menu. On the Dashboard, simply click the CONTRIBUTIONS menu option on the left hand side of the page as below.
2. On the Contributions Manager please select the "type" filter and select Contribution from the drop down menu.
Once the Contribution option has been selected, please click the Filter button as shown below.
3. Click the Transaction tab and click the STATUS filter and select ACTIVE from the drop down menu that appears. Once done, please click the Filter button.
4. Click the MEMBER tab and the name of the employee. Clients can enter the last name only, or both names if preferred as shown below. The surname of the employee should be entered in the LAST NAME search column and the first name in the FIRST NAME search column. Once entered, click the Filter button.
This will show all contributions paid by your organisation for the employee specified. There will likely be many pages of transactions which can be difficult to sort so we do recommend exporting the data to a spreadsheet for easier viewing.
4. After your results load, press the export button on the bottom of the page
5. You will receive an Excel download containing the data, from there you can filter the columns using Excel to get specific data
In the event that you follow this guide and receive no results appear, this could indicate you may have a previous filter set in the contribution menu. To clear your filters please logout and log back in again and perform the above steps.
Downloading a report by file name
To download a report of contributions paid via file name, please log in to your account. The default page that is loaded when logged in is the DASHBOARD. To locate a file name, please click on the UPLOADS menu as shown below and then copy and then click the name of the file which you would like to search by as shown below:
In this example, the file name we are searching for is called usiandspin_003. Clicking on the name of the file will take clients to the Contributions Manager with the name of the file already filtered as below:
The above shows all relevant entries for this file. To export to a spreadsheet, please click the Export button at the bottom of the page.
