---
title: "How do I produce a pension and benefit report?"
slug: "how-do-i-produce-a-pension-and-benefit-report"
updated: 2026-06-10T11:26:23Z
published: 2026-06-10T11:26:23Z
canonical: "help.cintra.co.uk/how-do-i-produce-a-pension-and-benefit-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I produce a pension and benefit report?

The **Pension/Benefits** report within **Cintra iQ** displays details of pension contributions and other benefit types. The report includes relevant pay levels, **EEs** and **ERs** contributions and a head count for each scheme part. You can report on the following:

| Name | Description |
| --- | --- |
| **Individual pension scheme** | This report focuses on the details of a specific **Pension Scheme**. |
| **All pension schemes summary** | This report displays all of the totals by **Pension Scheme** and headcount. |
| **All benefit schemes summary** | This report displays all of the totals by **Benefit Scheme** and headcount. |

## ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001066588.png)

## To produce the report

1. Go to **Cintra iQ**: Payroll > Payroll Tools > Payroll Reports > Pension/Benefit Report. The **Pension/Benefit Report-Select Pension/Benefit Scheme** form appears.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001066589.png)
2. Select the desired scheme or scheme summary.
3. Click the **Next** button. The **Pension/Benefit Report - Select Reporting Period** form appears.
4. Depending on what payroll period option you've selected and clicked the **Next** button, perform either of the following:

| Payroll Period Option | Description |
| --- | --- |
| **Payroll periods for a specific payroll** | The **Pension/Benefit Report - Select Reporting Period range form** appears. 1. Select the desired **Payroll**. 2. Select the desired period range. 3. Click the **Next** button. The **Pension/Benefit Report - Selection Summary** form appears. |
| **Payroll period within a range of dates** | The **Pension/Benefit Report - Select Payrolls to include and Period Range for each** form appears. 1. Select the **Payroll Period** and range(s). 2. Click the **Next** button. The **Pension/Benefit Report - Select Subtotals and Sort Order** form appears. 3. Select the desired sort order(s) and/or subtotals. 4. Click the **Next** button. The **Pension/Benefit Report - Selection Summary** form appears. |
| **Year-to-date figures for a specific payroll** | The **Pension/Benefit Report - Select Payroll and Year-to-date period** form appears. 1. Select the desired **Payroll**. 2. Select the desired period. 3. Click the **Next** button. The **Pension/Benefit Report - Select Subtotals and Sort Order** form appears. 4. Select the desired sort order(s) and/or subtotals. 5. Click the **Next** button. The **Pension/Benefit Report - Selection Summary** form appears. |
| **Year-to-date figures for multiple payrolls** | The **Pension/Benefit Report -** **Select Payrolls to include** form appears. 1. Select the desired **Payroll Period** and ranges. 2. Click the **Next** button. The **Pension/Benefit Report - Select Subtotals and Sort Order** form appears. 3. Select the desired sort order(s) and/or subtotals. 4. Click the **Next** button. The **Pension/Benefit Report - Selection Summary** form appears. |
| **Accounting period** | > [!NOTE] > **Note:** Before you confirm the relevant accounting period, you can see its Accounting Period details and associated Payroll Periods by clicking the Details button. 1. Click the **Next** button. The **Pension/Benefit Report - Select Subtotals and Sort Order** form appears. 2. Select the desired sort order(s) and/or subtotals. 3. Click the **Next** button. The **Pension/Benefit Report - Selection Summary** form appears. |
5. Review the summary.
6. Click the **Run** button. The **Pension/Benefit Report** is displayed.
7. Continue to **Archive**, **Email**, **Save** and/or **Print** the report.

### PDF Output example

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001066590.png)

### Spreadsheet Output example

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001066591.png)