myCalPERS Employer Reports (Cognos) Catalog

The Cognos application in myCalPERS allows you to query your agency's data and generate reports in multiple formats using chosen criteria.

The following table lists the Cognos reports available to business partners along with descriptions, report type, and required user access roles.

Before generating a Cognos report, we recommend you:

Confirm you have the appropriate user role to access the report. Only one of the user roles listed is required for access.
- Users with a read only/limited role can access select reports as identified in the table.
Ensure your web browser's security settings are optimized.

Report Samples

The report titles link to sample PDFs (as available) to provide an example of what is included in the report.

Accessing Cognos Reports

To access the Cognos reports, log in to myCalPERS and select the Reports link within the Common Tasks left-side navigation menu. Refer to the myCalPERS Employer Reports (Cognos) (PDF) student guide for additional information related to Cognos.

Report	Report Type	User Role(s)
Arrears Receivable Detail Report (PDF) Includes individual member receivables created for mandatory and Government Code 20283 arrears	Financials	AR/Billing AR/Billing Limited Employer Maintenance PA Billing Payroll Payroll Limited Retirement Enrollment Retirement Enrollment Limited
Priority Unposted Payroll Report (PDF) Includes the current count of unposted payroll records for participants with a status of Death, Retired, or Terminated	Payroll	Payroll Payroll Limited
Collective Outstanding Payroll Records by Participant Report (PDF) Includes unposted payroll records by participant	Payroll	Payroll Payroll Limited
Arrears Receivable Summary Report (PDF) Includes a summary of individual member receivables created for mandatory and Government Code 20283 arrears	Financials	AR/Billing AR/Billing Limited Employer Maintenance PA Billing Payroll Payroll Limited Retirement Enrollment Retirement Enrollment Limited
Benefit Recipients by Employer Report (PDF) Includes CalPERS retirees, survivors, and/or beneficiaries who have a benefit being paid by the employer Note: Details include basic recipient information and a breakdown of benefit by disbursement.	Benefits	Retirement Enrollment Retirement Enrollment Limited
Business Partner Info Report (PDF) Includes appointment, collective bargaining unit (CBU), position name and number, and name of individual for each appointment	Retirement Contracts	Health Enrollment Health Enrollment Read Only Retirement Enrollment Retirement Enrollment Limited
Business Partner myCalPERS User Access Report (PDF) Includes the myCalPERS users and their assigned access roles, including access start and end dates	System Access Administration	System Access Administrator
Business Partner On Leave Report (PDF) Includes participants with appointments in "On Leave" status	Retirement Enrollments	Appointment Management - Non-PERS and CalSTRS Health Enrollment Health Enrollment Read Only Payroll Payroll Limited Retirement Enrollment Retirement Enrollment Limited
CalPERS Health Subscriber Out of Service Population - Employer Includes subscribers enrolled in a CalPERS sponsored health plan who are identified as part of the "out-of-service" population for a specified employer	Health	Health Enrollment Health Enrollment Read Only
CalPERS 457 Receivables and Payments Report Includes 457 Plan receivables and payment information as of the selected date	Contributions	AR/Billing AR/Billing Limited PA Billing Payroll
CalHR Only — DEV Certification Date Data — All State Active (No CSU) Includes state active individuals, excluding CSU, who went through the Dependent Eligibility Verification (DEV) process, for each completed birth month cycle, regardless of verification status	Health	CalHR
CalHR Only — Disabled Dependent and PCR Certification — All State Active (No CSU) Includes state active individuals, excluding CSU, who went through the certification or recertification process for a disabled dependent or parent-child relationship	Health	CalHR
CalPERS ID and Appointment ID Report (PDF) Includes partial participant Social Security numbers and their related CalPERS ID, Appointment ID, and effective date for the business partner	Retirement Enrollments	Health Enrollment Health Enrollment Read Only Retirement Enrollment Retirement Enrollment Limited
Certificated Member Report (PDF) Includes school members identified as certificated members	Payroll Retirement Enrollments	Payroll Payroll Limited Retirement Enrollment Retirement Enrollment Limited
Certificated Members With Less Than a Full Year of Service Credit Report Includes all certificated members who have not earned a full year of service credit in the selected fiscal year Note: This information is updated daily; changes made to appointments may not be reflected for 24 hours.	Payroll	Payroll Retirement Enrollment
Chancellor's Office Parent-Child Recertification Report CSU Campuses Includes dependents with parent-child relationship certifications approaching expiration for all active CSU campuses	Health	Health Enrollment Health Enrollment Read Only
Collection Contributions and Payment Report Includes reporting and payment information that occurred on the selected receivable	Financials	AR/Billing AR/Billing Limited Direct Authorization Employer Maintenance PA Billing Payroll Payroll Limited
Collection Interest Calculation Report (PDF) Includes number of days the payment is past due and the amount of interest assessed to the receivable	Financials	AR/Billing AR/Billing Limited Direct Authorization Employer Maintenance PA Billing Payroll Payroll Limited
Collective Contributions Error and Exception Report by Code Value (PDF) Includes outstanding error and/or exception codes across all suspended or pending release payroll reports and the number of records associated to those errors/exceptions	Contributions	Employer Maintenance Payroll Payroll Limited
Collective Outstanding Payroll Error Report (PDF) Includes all outstanding (non-posted) records with errors for suspended or pending release payroll reports	Contributions	Employer Maintenance Payroll Payroll Limited
Collective Outstanding Payroll Exception Report (PDF) Includes all outstanding (non-posted) records with exceptions for suspended or pending release payroll reports	Contributions	Employer Maintenance Payroll Payroll Limited
Confirmation of No Payroll Contributions Reportable Report (PDF) Includes payroll periods for participants confirmed as having no payroll to report	Contributions	Appointment Management - Non-PERS and CalSTRS Payroll Payroll Limited Retirement Enrollment Retirement Enrollment Limited
Contract Detail Report (PDF) Includes contract provisions, exclusions, and resolution details for the employer CalPERS retirement contract	Retirement Contracts	Payroll Payroll Limited Retirement Contracts Retirement Enrollment Retirement Enrollment Limited
Contribution Detail Report (PDF) Includes details of all reported payroll and contributions within the selected earned period or adjustment date report	Contributions	AR/Billing AR/Billing Limited Payroll Payroll Limited
Contribution Posted Detail Report (PDF) Includes details of posted payroll and contributions for a specific rate plan within the selected earned period or adjustment date Note: The Contribution Posted Detail Report can be run as a drill down report from the Contribution Summary for a Fiscal Year Report by selecting the earned period/adjustment date hyperlink. Additionally, the report can be accessed in the receivable details.	Contributions	AR/Billing AR/Billing Limited Payroll Payroll Limited
Contribution Summary for a Fiscal Year Report (PDF) Includes a summary of posted payroll and contributions by a select rate plan for a given earned period or adjustment report within the selected fiscal year	Contributions	AR/Billing AR/Billing Limited Payroll Payroll Limited
Contributions Error Summary Report (PDF) Includes a summary of the total number of outstanding payroll errors (based on payroll processing for CalPERS only)	Contributions	AR/Billing AR/Billing Limited Payroll Payroll Limited
Deduction Register Report Includes the payments and deductions associated with the payment for a vendor	Health	Direct Authorization
Dental Retirees OE Report - CalHR Includes the names and addresses of retired subscribers enrolled in CalPERS dental coverage for all active state agencies (excluding CSU campuses)	Health	Health Enrollment Health Enrollment Read Only
Dental Retirees OE Report - CSU (PDF) Includes the names and addresses of retired subscribers enrolled in CalPERS dental coverage for all active CSU campuses	Health	Health Enrollment Health Enrollment Read Only
Dependent Enrollment Report (PDF) Includes all dependents enrolled under a current subscriber's health coverage, based on an enrollment effective date range	Health	Health Enrollment Health Enrollment Read Only PA Billing Retirement Enrollment Retirement Enrollment Limited
Dependent Verification End Date Employer Report Includes the subscriber's dependent(s) requiring verification based on a verification end date	Health	Health Enrollment Health Enrollment Read Only
Dependent Verification Health Event Employer Report Includes dependents who have been reported with a health event of Delete Dependent – Did Not Verify and/or Verify Dependent – Verification of Dependent	Health	Health Enrollment Health Enrollment Read Only
Dependent Verification With Past Due or No End Dates Active Health Report Includes dependents currently enrolled in health with a past due or non-existent verification end date	Health	Health Enrollment Health Enrollment Read Only
Employer Health Enrollee Report (PDF) Includes subscribers and their dependents enrolled in a CalPERS' sponsored health plan as of the selected date	Health	Appointment Management - Non-PERS and CalSTRS Health Enrollment Health Enrollment Read Only
Employer Health Event Notification Report (PDF) Includes all transactions processed for the specified employer	Health	Health Enrollment Health Enrollment Read Only
Employer Health Event Transaction Report (PDF) Includes all employer health event transactions submitted for the specified employer	Health	Health Enrollment Health Enrollment Read Only
Employer Payment Report (PDF) Includes payments received for all receivable categories, including payment date, amount, status, and receivable ID and description Note: This report may also be generated from the Billing and Payments page by selecting the View Payment Details link.	Financials	AR/Billing AR/Billing Limited Direct Authorization Employer Maintenance PA Billing Payroll Payroll Limited SCP Certification
Employer Receivable Report (PDF) Includes a summary of receivable balances for all receivable categories, including payment due date, next payment amount due, receivable balance, receivable ID, and description Note: This report may also be generated from the Billing and Payments page by selecting the Make Payment left-side navigation link.	Financials	AR/Billing AR/Billing Limited Direct Authorization Employer Maintenance PA Billing Payroll Payroll Limited SCP Certification
Error List Report (PDF) Includes all payroll records containing errors within a specific payroll report Note: This report must be generated from the Payroll Report Details page.	Contributions	Arrears Payroll Payroll Limited
Health Plan Statement Employer Report (PDF) Includes summarized member health plan statement information for a specified agency including mailing address, current health plan, and health eligibility ZIP code	Health	Health Enrollment Health Enrollment Read Only
Health Subscriber PA Billing Report (PDF) Includes a list of individual subscriber accounts across specified statement generation or coverage months for completed billing cycles	Health	CERBT/CEPPT PA Billing
Health ZIP Code Yes-No Report - HMO for Public Agency/School (PDF) Includes ZIP codes in an applicable health plan's coverage area based on the selected date Note: For a baseline of covered ZIP codes for the upcoming year, the report can be run in mid-August with a January 1 date parameter.	Health	Carrier Health Enrollment Health Enrollment Read Only
Health ZIP Code Yes-No Report - PPO for Public Agency/School (PDF) Includes ZIP codes in an applicable health plan's coverage area based on the selected date Note: For a baseline of covered ZIP codes for the upcoming year, the report can be run in mid-August with a January 1 date parameter.	Health	Carrier Health Enrollment Health Enrollment Read Only
Health ZIP Code Yes-No Report - State/CSU (PDF) Includes ZIP codes in an applicable health plan's coverage area based on the selected date Note: For a baseline of covered ZIP codes for the upcoming year, the report can be run in mid-August with a January 1 date parameter.	Health	Carrier Health Enrollment Health Enrollment Read Only
Missing Participant Payroll Records Report (PDF) Includes all participants with missing records for payroll, service credit purchase, supplemental income plan, and overpayment deductions in a regular earned period report	Contributions	Payroll Payroll Limited
Monthly Employer Billing Roster Report Includes employees and dependents that make up the current month receivable	Health	CERBT/CEPPT PA Billing
Open Enrollment Health Plan Changes Report (PDF) Includes summary of participants who made a change to their medical coverage during Open Enrollment (OE) based on the date range and OE health event reason code	Health	Health Enrollment Health Enrollment Read Only
Out-of-Class Employer Detail Report (PDF) Includes detailed information for all participants who were reported as working in an out-of-class position within the selected fiscal year Note: This report may also be generated from the Out-of-Class Validation page.	Contributions	A/R Billing A/R Billing Limited Payroll Payroll Limited Retirement Enrollment Retirement Enrollment Limited
Overtime Appointment Identifier Report (PDF) Includes the contributory status of employees who have more than one active appointment with either a single employer or multiple employers	Retirement Enrollments	Payroll Retirement Enrollment
Parent-Child Relationship Dependents With Expiring Certification Report (PDF) Includes dependents in a parent-child relationship with certifications expiring within three months of the selected date	Health	Health Enrollment
Participant Appointment Details Report (PDF) Includes participants with an active appointment within the specified date range Note: Details include appointment/membership details, benefit formula, contribution rates, and contributory status.	Retirement Enrollments	Retirement Enrollment Retirement Enrollment Limited
Participant Enrollment History Report Includes the enrollment history and appointment data of a single participant for the CalPERS program only	Retirement Enrollments	Retirement Enrollment Retirement Enrollment Limited
Participant Pension Enrollment Data Report (PDF) Includes pension plan enrollment information for the employer's active participants Note: This report can be run for either all participants or an individual participant.	Retirement Enrollments	Retirement Enrollment Retirement Enrollment Limited
Participant Retirement Planning Report Includes all active employees aged 45 or greater, their member category, and their retirement vesting status	Retirement Contracts	Payroll Payroll Limited Retirement Contracts Retirement Enrollment Retirement Enrollment Limited
Participant Undeliverable Address Report (PDF) Includes active participants whose mailing or physical address is marked as undeliverable or have no address in myCalPERS	Enrollments	Employer Inquiry
Participant Unused Sick and Education Leave (PDF) Includes unused sick and education leave reported for participants that are separated from employment	Retirement Enrollments	Retirement Enrollment Retirement Enrollment Limited
Payroll Exception Report (PDF) Includes all payroll records containing exceptions within a specific payroll report Note: This report must be generated from the Payroll Report Details page.	Contributions	Arrears Payroll Payroll Limited
Payroll Report Summary Report (PDF) Includes payroll report statistics and financial information for a specific regular earned period or adjustment report Note: This report must be generated from the Payroll Report Details page.	Contributions	Payroll Payroll Limited
PERS Retiree List Report Includes CalPERS retirees and survivors who may be eligible to enroll in a CalPERS sponsored health plan as a member of a prospective, returning, or existing health contracting agency adding a new recognized employee group		Retirement Contracts Retirement Enrollment
Posted Contribution Detail Report (PDF) Includes details of earnings and compensation reported for a participant within the selected date range Note: Compensation includes earnings, special compensation, and survivor benefits.	Contributions	AR/Billing AR/Billing Limited Payroll Payroll Limited
Present Employer Statement Report (PDF) Includes each participant's taxed contributions, tax-deferred contributions, interest, service credit, service credit purchased, and retirement eligibility	Contributions	Payroll Payroll Limited
Projected Contributions Detail Report (PDF) Includes detailed data at the individual member level for payroll projections for member and employer contributions plus adjustments after the projected amounts were posted	Financials	AR/Billing AR/Billing Limited Payroll Payroll Limited Retirement Enrollment Retirement Enrollment Limited
RBF Invoice Detail Report (PDF) Includes the participants, replacement benefit fund (RBF) payees, and corresponding amounts included in the specified invoice	Financials	AR/Billing AR/Billing Limited PA Billing
Receivables and Payment Info Report (PDF) Includes transactions and payments for a specified period within a fiscal year	Contributions	AR/Billing AR/Billing Limited
Remittance Advice Report (PDF) Generates a remittance advice to accompany payment Note: The business partner will fill in the amount they're paying for each type of outstanding obligation.	Contributions	AR/Billing AR/Billing Limited PA Billing Payroll Payroll Limited
Reported Compensation by Calendar Year Detail Report (PDF) Includes participants reported payroll detail by employer for a specific calendar year	Payroll	AR/Billing AR/Billing Limited Payroll Payroll Limited
Reported Compensation by Calendar Year Summary Report (PDF) Includes participants total reported compensation for a specific calendar year	Payroll	AR/Billing AR/Billing Limited Payroll Payroll Limited
Reported Member Detail Report (PDF) Includes all reported payroll transactions for a single participant within the selected fiscal year	Contributions	AR/Billing AR/Billing Limited Payroll Payroll Limited
Reported Member Summary Report (PDF) Includes earnings and contributions summary information for all participants who have reported contributions by an employer Note: It's recommended the report be run by fiscal year (July 1 – June 30) for accurate results.	Contributions	AR/Billing AR/Billing Limited Payroll Payroll Limited
Retired Annuitant Hours Worked Report (PDF) Includes retired annuitant hours worked for all employers within selected date parameters (broken down by division) Note: It's recommended the report be run by fiscal year (July 1 – June 30) for accurate results.	Retirement Enrollments	Employer Maintenance Payroll Payroll Limited Retirement Enrollment Retirement Enrollment Limited
Retired Annuitant Late Fee Status Report (PDF) Includes details on retired annuitant late fees, fee type, amount, earned period dates, due date, and status of appeals	Retirement Enrollments	AR/Billing AR/Billing Limited Payroll Payroll Limited Retirement Enrollment Retirement Enrollment Limited
Retired Annuitant Payroll Reporting Status (PDF) Allows the user to sort by an individual business partner to list participants working as retired annuitants	Retirement Enrollments	Retirement Enrollment Retirement Enrollment Limited
Retirement Appointment Reconciliation Report (PDF) Includes participant appointments with unposted payroll records for one or more earned periods that are past the payroll due date Note: This information is updated daily; changes made to appointments may not be reflected for 24 hours.	Contributions	Appointment Management - Non-PERS and CalSTRS Payroll Payroll Limited Retirement Enrollment Retirement Enrollment Limited
Separated Retirement Reconciliation Appointments (PDF) Includes appointments that were identified as having unposted payroll periods, per retirement enrollment reconciliation and are now permanently separated	Retirement Enrollments	Appointment Management-Non-PERS and CalSTRS Payroll Payroll Limited Retirement Enrollment Retirement Enrollment Limited
State Active Health Enrollment and SCO Health Deduction Discrepancy Report (PDF) Includes and compares myCalPERS health enrollment data with SCO payroll deduction data for enrolled state active subscribers and identifies any discrepancies in premium amounts	Health	Health Enrollment Health Enrollment Read Only
SIP Contribution Detail Report (PDF) Includes details for supplemental income plan (SIP) CalPERS 457 Plan contributions and adjustment reports that are reported by the employer for the participant, including subtotals by participant and contribution type	Contributions	AR/Billing Payroll
SIP Remittance Advice Report Includes a printable remittance advice for employers to include with bank checks submitted for outstanding supplemental income plan (SIP) CalPERS 457 Plan contribution payments	Contributions	AR/Billing Payroll
Report	Report Type	User Role(s)