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The Custom Report page shown below may be used to create a custom report. This page appears if you select:
  • the Create Custom report option from the Reports menu of the Secure Administrator Homepage
  • the Change Data Elements tab located at the top of any report page

Once all selections are made, click on the Apply button at the bottom of the page in order to update the report parameters and generate the report.


This page allows you to select the data that will be included in the Custom Report. The data available for selection is as follows:

Employee Information Name SS# Contract Sex Date of Birth

Contract Information Issue Date Vesting Status Last Contribution Date Termination Date

Accumulation Information Show Employer/Employee Split Show Employer/Employee Split Asset Class Account Allocation
 (in addition to these types of accumulations, through the dropdown you can select to view:
 All accumulations, Beginning Accumulations, Ending Accumulations or do not show accumulations)

Contribution Information Contribution Type Show Employer/Employee Split Asset Class
 (in addition to these types of contributions accumulations, through the dropdown you can
 select to view: All contributions, latest contributions or do not show contributions)

Transaction Information Include Non-premium Transactions Edit Transaction List
 (the "Edit Transaction List" will allow you to choose from a list of transaction types that
 you would like displayed in the report).

If the Edit Transaction List button is selected:


The Transaction Filtering functionality allows you to select the type of transactions that will be reflected on the Transaction Report and the Custom Report.

Once the transaction type(s) have been selected, the Apply button in that same box should be selected in order to proceed.

By selecting the Display Options button in the custom screen or from the top of any report the Modify/Display Options page will display.


This screen will allow the following:

  • Sort option - the participant's name, contract or social security number can sort the data. The participant's name is the default sort. The data can also appear in Ascending or Descending order.
  • Totaling and Grouping preferences - This option allows the data to be grouped by PPG(s) or the participants' contract numbers. The data can then be broken down by totals and subtotals.
  • Date Range - Selecting this tab will allow edits to be made to the Date Range indicated. This option is featured on all report types and the Modify/Display pages.
  • PPG - Selecting this tab will edits to be made to the PPG(s) selected. This option is available through all report types and the Modify/Display pages.
  • Cancel - Cancels all changes selected.
  • Preview - This option allows the report to be reviewed before the report is generated.
  • Apply - All changes made to report will be accepted and applied to the report.
  • Report Name - Allows the report to be named by the user
  • Save - Allows the report template to be saved on the Template and Maintenance page. Once the data is saved, it can be viewed or deleted at a later date.

Note: the reports created through the custom reporting system are for informational purposes only. The reports should not be used for ERISA (5500 reporting), annual benefit statements or in place of any specialized reporting.


Tricks of the Trade
• Accessing employee data
    Getting started
    Online custom reports
        • Create a new report
        • Navigate a report
        • Create a custom report
        • View/edit previously run reports
        • Scheduling a report to run automatically
        • E-mail notification
        • Export/save/print
    Accessing individual accounts
• Remitting premium data
• Sending premium payments
• Employee terminations and vesting
• Enrolling employees
• Salary reduction agreement
• Contribution limits

© 2010 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017