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      How to Download Retirement Census Report in isolved

      The isolved platform has a comprehensive list of standard reports. Follow this guide to navigate to and download your annual Retirement Census Report from the isolved platform.

      1. Login to isolved
      2. On the left navigation pane, go to Reporting >My Reports
      3. Using the search bar, type "Retirement" and click filter
      4. Once you see the list of matching reports, find "Retirement Plan Annual Census Export - By Payroll Run."
      5. In the report details prompts, select the last payroll for the year you are looking to download. Click "Generate Report" in the gray bar at the top of the section. You will see a pop-up confirmation once the report has been generated. 
      6. Click "Go To My Reports Queue" and the latest report will appear at the top of the queued list. If the "View Report" option doesn't appear in blue next to the latest report, click refresh until the option populates. Click View Report to view and download the report.