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Screenshot

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Click Submit. This will generate the data to the screen. However, NOW: Pension require the format to be in csv format.

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Click Save button to display a dropdown. Then click on the Data option.

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An Export Settings pop up will be shown (Please note that you may need to scroll to the right of the report to see the pop-up as it appears in the middle of report rather than the screen). Set the following:

Type = Csv

Encoding = Unicode (UTF-8Western European (Windows)

Separator = ,

Bands Filter = Data and Headers

Skip Column Headers = Checked on

Once set, the report then remembers the settings for the next time.

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Click the Ok button. The report will be output in a csv file to your default location of where files are exported to on your pc.