> ## Documentation Index
> Fetch the complete documentation index at: https://docs.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QRG SuperStream Reporting using non-API method

## Purpose

The purpose of this quick reference guide is to step through the process of creating and exporting
SuperStream Reports. The intended audience for this document is Standard Users.

## Steps

### **Before you begin**

This document applies to:

* All Organisations except those using the SuperChoice Contributions API.
* All Organisations that have the “Enable SuperChoice Contributions API?” field set to No on the Payment Entity record.

If your Organisation is using the SuperChoice Contributions API, please refer to the QRG SuperStream Reporting using SuperChoice Contributions API.

### **Create a new SuperStream for Payment Entities using Third-Party Contributions API**

To create a new SuperStream Report, the following steps should be completed:

1. Go to the **Lodgements AU** object (see Figure 1).

Figure 1

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-1.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=58d6b23605f00b81281e362c07741ed8)

2. Click the **New** button, then choose the **SuperStream** record type and click **Next**. (See Figure 2).

Figure 2

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-2.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=f5c4ff992abe04b5dd6c9d87e4e961b1)

3. Click the  button on the left-hand side of the screen where it says Superannuation Lodgement
   Manager (see Figure 3).

Figure 3

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-3.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=a7a112a5aaae64c92ede79ee74e06427)

4. Within this filter screen, Users can create reports specific to Employer, Employee, or All Contributions. Unless you need to split out the report to be specific to Employer or Employee, most Users will keep this at the default of **All** (see Figure 4).

5. Populate the Filter Panel with the following fields:
   1. Payment Entity – required (up to 5 can be selected)

   2. Schedule – optional (up to 5 can be selected)

   3. Pay Batches – optional (up to 5 can be selected)

      AND

   4. Payment Date From - required

   5. Payment Date To - required

> [!WARNING]
>
> **Pay Batch Search:** The Pay Batch Search button only becomes available once Payment Entity and both Payment Date From and Payment Date To fields are populated.

Figure 4

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-4.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=d29fd36ac416ab239cdf6ce3a1bf0d50)

6. Click on the Pay Batch Search button (see Figure 5).
7. A new panel called ‘Select Pay Batches’ will appear with a list of Pay Batches without SuperStream Lodgements already created.
8. To create the SuperStream Lodgement, select the required Pay Batch(s) by ticking the checkbox(s) and
   click **Create Superannuation Lodgement**.

Figure 5

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-5.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=51bb0f6388775f0cf2a93b51daaa04c3)

> [!WARNING]
>
> **Reset all filters:** To change your filters or start again, click Reset All Filters at the top of the Select Filters window. This clears all filters.

9. A new Lodgement AU Batch has been created. Click on the Lodgement Number listed, i.e. **LAU-000000xxxx** (see Figure 6).

Figure 6

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-6.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=17c59b8cd87815e55a2dc0a896399002)

10. A new SuperStream Batch has been created with the status of SUPERSTREAM DATA CREATED as shown in the top right of the Lodgements Manager UI (see Figure 7).

Figure 7

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-7.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=a0f2a162c961a987d245031fdf006d3f)

Before moving to the next step, refer to the [QRG SuperStream Reporting – Key Information](https://docs.2cloudnine.com/qrgs/lodgements/qrg-superstream-reporting-key-information.md) to learn what the individual buttons and sections in this Lodgements Batch are called.

### **View/Edit the SuperStream Contributions for Payment Entities using Third-Party Contributions API**

1. To view details of an individual record:
   1. Click the down arrow on the right-hand side of the record row (see Figure 8).
   2. Click **View/Edit Details**.

Figure 8

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-8.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=8ffc38fc12ecb98c0a06aff626e35172)

2. You will see Employee details in a pop-up screen. To update details directly within the Lodgement, click **Edit** on the Contributions tab to add missing or change existing contribution details, or on the Payee or Employee tabs to add/update personal details, and click **Save** (see Figure 9).
3. If any details are updated on the Payee or Employee tabs, they are not replicated to the Payee or Employee records automatically, so to apply them to the Contact record, right-click the **Employee** name and open it in a new tab.

Figure 9

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-9.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=839b0e00a6c542e1d659bfadf59f7c81)

4. On the Employee record, update the address details and check the Birthdate, Gender, Phone, and Mobile, adding or replicating anything missing, incorrect, or updated in the previous step, then save the record (see Figure 10).

Figure 10

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-10.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=b358c1c949819af8e23714f0dc7283e1)

### **Finalise the SuperStream for Payment Entities using Third-Party Contributions API**

1. Return to the SuperStream UI tab, select the **Finalise** tab, and click **Confirm Data** (see Figure 11).

Figure 11

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-11.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=b54e23df688dfaf79d88c3661c9c9e04)

2. A pop-up message will appear. Click **Confirm** (see Figure 12).

Figure 12

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-12.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=6107d4803dc9b2cd6085b0850fd4f707)

3. You will see a message ‘SuperStream Data Confirmed successfully,’ and the status will change to SuperStream Data Confirmed (see Figure 13).
4. To continue, select one of the four report options from the **Extract Data** picklist on the lower left:
   * **Super Choice**
   * **Quick Super**
   * **One Path**
   * **SAFF**
5. Click **Extract Data**.

Figure 13

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-13.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=a945c3cb0f6e20d1fd0528ec0504b221)

> [!WARNING]
>
> **Superstream Extract format:** The Extract format to use will be dependent on the format required by their superannuation fund/clearing house. Users should be aware of any requirements based on their current processing in their existing Superannuation Portal software.

6. Another pop-up message will appear. Click **Confirm** (see Figure 14).

Figure 14

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-14.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=88879e9f7630c89a3a97dbd8ac7f8cda)

7. A message will appear confirming ‘Extraction Process has started’ (see Figure 15).

Figure 15

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-15.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=5b406213d98fb9689c6ede79cc46f5b6)

8. The message will change to ‘Extract process completed successfully,’ and the status will change to Superstream Data Extracted (see Figure 16).
9. A file will download to your computer (shown at the bottom of your screen or in your downloads folder). The file can be opened to review, moved to another folder if required, and is ready to be uploaded/sent to the clearing house/superfund. The same file can be accessed from the ‘File’ related to the Lodgement Record.

Figure 16

![Screenshot from QRG SuperStream Reporting](https://mintcdn.com/2cloudnine-2edf05eb/jMGvTd40wOfJlVfn/images/generated/reference-guides/lodgements/qrg-superstream-reporting/qrg-superstream-reporting-figure-16.png?fit=max\&auto=format\&n=jMGvTd40wOfJlVfn\&q=85\&s=0b5ef3ba471c24309d90fdd0411df8ef)

> [!WARNING]
>
> **Using the text editor for CSV files:** If opening the CSV file, it's recommended to use a text editor to review, rather than a spreadsheet application, to ensure there is no interference with the required formatting of fields.

## Field Descriptions

| Field Name | Description |
| - | - |
| Pay Batch | is the specific Pay Batch Id used to search for the creation of the SuperStream Reporting Lodgements. |
| Payment Date From | is the Payment Date of Pay Batches used during the search criteria start dates for the creation of the SuperStream Reporting. |
| Payment Date To | is the Payment Date of Pay Batches used during the search criteria end dates, for the creation of the SuperStream Reporting Lodgement. |
| Payment Entity | is the Payment Entity for this SuperStream Reporting Lodgement. |
| Schedule | defines a specific Pay Schedule that applies to the SuperStream Reporting Lodgement. |

## Further Information

| Document | Document Type | Description |
| - | - | - |
| QRG SuperStream Reporting - Key Information | Information Quick Reference | A quick reference guide outlining some useful information relevant to the SuperStream lodgements functionality. The document includes definitions, prerequisites, and other non-instructional information. |
| [QRG SuperStream Reporting using SuperChoice Contributions API](https://documentation.2cloudnine.com/qrgs/lodgements/qrg-superstream-reporting-superchoice-contributions-api) | Process Instructions | Step-by-step instructions on how to create, review, validate and submit SuperStream Lodgements for Organisations using the SuperChoice Contributions API. |
| [QRG Create an Account - Payment Entity](https://documentation.2cloudnine.com/qrgs/data-set-up-and-creation/qrg-create-an-account-payment-entity) | Task Instructions | How to set up a Payment Entity record, including the Enable SuperChoice Contributions API? field. |
| [QRG Create Payee Withholdings - Superannuation](https://documentation.2cloudnine.com/qrgs/data-set-up-and-creation/qrg-create-payee-withholdings-superannuation) | Task Instructions | How to create AU Super Payee Withholding records. |

* First Published: 12 September, 2021
* Last Published: 09 September, 2026