Report Writer


Create reports and data extracts using the IntelliPen functional report builder

Learning outcomes

  • Create user reports across multiple tables from the IntelliPen database
  • Show skills in filtering, sorting and conditioning the reports
  • Understanding of the core database tables and their relationships


  • Running Report Writer reports
  • Components of a Report Writer report
  • IntelliPen database table structure
  • Setting up Report Writer reports, including:
  • Field definitions, formats and functions
  • Ordering
  • Setting up Report Writer reports, including:
  • Criteria
  • Use of SQL
  • Prompts
  • Using views
  • Reporting on additional data and histories
Becky Forster
Becky Forster
Training Team Manager

Becky heads up our expert training team, spearheading the delivery of training courses to both internal and external customers. She has over 30 years of training experience working in the occupational pensions administration industry in roles ranging from Pensions Administrator to Group Head of Training for operational staff. She has a 360-degree understanding of how pensions platforms support the delivery of excellent service to our clients having worked both in-house and as a third-party partner in previous roles.

Learn more about our team

Course list

Select the relevant course on the list below for further details and a chance to enrol.