The Export Screen is used to specify the parameters to use when running a benefit calculation and exporting the results for a Person or Plan Document.

• Export Definition: choose the Export Definition to use to process this export.
• Sponsor Contact: if this export includes Sponsor Contact items, select the contact for which you want to export those items.
• Export File: specify the file name (including full path) of the numeric results file (csv or txt file).
• Word Merge File: specify the file name (including full path) of the Word merge document (which includes Word Mail Merge fields).
• Save results to archive with following description: check this box and specify an archive description if the results should be merged and saved to each person's paperless archive.
• Calculation Date: area to specify the date as of which calculation components such as the accrued benefit are to be measured.
  
  Please note that if using a Formula Derived Item as your Calculation Date, the resulting date from the formula will be adjusted backwards by one day.
• Annuity Commencement Date: if annuity benefits are payable when running the calculation, this date represents the date that those annuity payments are to commence.
• Small Benefit Cash-out Date: the date as of which a small benefit cash-out (if any) is to be paid.
• Account Determination Date: if the plan includes an account (such as for contributions or cash balance), this date represents the date that those amounts are to be determined.
• Store inputs in Calculation History: check this box to store all of the calculation inputs (including assumptions) so that they can be retrieved later.
• View Calculation History Button: press this button to view previously stored calculation history items.
• Projection Assumptions: select an Assumption Definition from the list shown.
• Projection Assumptions: press this button to view the calculation assumptions to be used for this export.
• DC Items: press this button to view the Defined Contribution items (if applicable) when processing this export.
• Reduce benefits shown by employee-paid benefit: check this box if the plan being used is contributory and the benefits to be calculated are net of the employee-paid benefit.
• QR Code Worktrack Binding: Select worktrack action associated with document export. Field is only available if Worktrack Action Upon Document Return has been selected on in QR code formatting under Export Definition.