The Person Worksheet Screen is used to define a customized spreadsheet view of the data for viewing, editing, or exporting from the system. This tool is useful in identifying people that match certain criteria or making global data changes.

• Columns, Items to Add, and Detail: use these three boxes to select the data items you wish to include in the Person Worksheet. First pick a category for the item from the Items to Add box found in the top right of the screen, then select the specific data item from the Detail box below. Either double click on the item or drag it to the box labeled Columns in the top left of the screen. Data items listed in the Columns box will appear in the Person Worksheet in the order listed here.
  
  By selecting an item in the list and then double clicking on it, you can further define the filter and sort criteria, as well as other parameters for display via the Person Worksheet Column screen.
• Description: area to provide a description for the worksheet.
• Internet Portal: use this section to indicate if this Person Worksheet should be made available for view on the Internet Portal, and if so, the name and description to display for this worksheet on the portal.
• Valuation Information: if you wish to include any valuation data (such as status) in the Person Worksheet, use this area to select the Plan Number and Valuation Date associated with the snapshot for which you want to view the data. Valuation Date can be specified as a fixed date or variable date which uses the latest snapshot or latest locked snapshot.
• SSA Information: If you are using a Person Worksheet to create an SSA listing, then select the date of the SSA from the SSA Date drop down box here.