Within my|CalPERS, the Cognos application allows you to query your agency's data and generate reports in multiple formats using chosen criteria.

To access the Cognos reports, log in to my|CalPERS and select the Reports link within the Common Tasks left-side navigation menu. For instructions on generating these reports, refer to the my|CalPERS Employer Reports (Cognos) (PDF) student guide.

Before generating a Cognos report, be sure to:

The table below lists the employer reports in Cognos along with descriptions, links to sample PDFs of the reports, required user access roles, and availability status.

Report Type User Role Status

Advance Disability Pension Payment Deduction Register Report (PDF)

Provides necessary information to apply an Advanced Disability Pension Payment (ADPP) and Temporary Disability Annuitant Payment (TDAP). Payments are issued to the employer the first of the month.

Benefits

  • AR/Billing

Available

Arrears Receivable Detail Report (PDF)
Provides a detailed list of individual member receivables created for mandatory and 20283 arrears

Financials

  • AR/Billing
  • Employer Maintenance
  • PA Billing - PERS
  • PA Billing - Non-PERS
  • Payroll
  • Retirement Enrollment

Available

Arrears Receivable Summary Report (PDF)
Provides a summary list of individual member receivables created for mandatory and 20283 arrears

Financials

  • AR/Billing
  • Employer Maintenance
  • PA Billing - PERS
  • PA Billing - Non-PERS
  • Payroll
  • Retirement Enrollment

Available

Benefit Recipient by Employer Report (PDF)
Lists benefit recipients (CalPERS retirees/survivors) who have a benefit being paid for by an employer, basic information about recipients, and a breakdown of benefit by disbursement (can filter by providing retirement start and end dates)

Benefits

  • Retirement Enrollment

Available

Business Partner Info Report (PDF)
Displays the appointment, collective bargaining unit, position name and number, and name of individual for each appointment

Retirement Contracts

  • Health Enrollment
  • Retirement Enrollment

Available

Business Partner my|CalPERS User Access Report (PDF)
Displays a list of the business partner's my|CalPERS users and their assigned access roles
System Access Administration
  • System Access Administrator

Available

Business Partner On Leave Report (PDF)
Displays a list of appointments in the "On Leave" status
Enrollments
  • Appointment Management - Non-PERS and CalSTRS
  • Health Enrollment
  • Payroll
  • Retirement Enrollment
  • GASB Contact

Available

CalPERS Health Subscriber Out of Service Population - Employer
Provides a list of subscribers within their agency who are part of the "out of service" population

Health

  • Health Enrollment

Available

CalPERS ID and Appointment ID Report (PDF)
Displays a correlation of a participant's Social Security number to the newly generated CalPERS and appointment IDs

Enrollments

  • Retirement Enrollment

Available

Chancellor's Office Parent-Child Recertification Report CSU Campuses
Provides the Chancellor's Office with a list of dependents with parent-child relationship certifications approaching expiration for all active CSU campuses

Health

  • Health Enrollment

Available

Collection Contributions and Payment Report
Provides reporting and payment information that occurred on the selected receivable as of the effective date

Financials

  • AR/Billing
  • Direct Authorization
  • Employer Inquiry
  • Employer Maintenance
  • PA Billing - PERS
  • PA Billing - Non-PERS
  • Payroll

Available

Collection Interest Calculation Report (PDF)
Provides number of days the payment is past due and the amount of interest assessed to the receivable

Financials

  • AR/Billing
  • Direct Authorization
  • Employer Inquiry
  • Employer Maintenance
  • PA Billing - PERS
  • PA Billing - Non-PERS
  • Payroll

Available

Collective Contributions Error and Exception Report by Code Value (PDF)
Lists all outstanding error and/or exception codes across all suspended or pending release reports and the number of records associated to those errors/exceptions

Contributions

  • Employer Maintenance
  • Payroll

Available

Collective Outstanding Payroll Error Report (PDF)
Lists all outstanding (non-posted) error records across all suspended or pending release reports

Contributions

  • Employer Maintenance
  • Payroll

Available

Collective Outstanding Payroll Exception Report (PDF)
Lists all outstanding (non-posted) records with exceptions across all suspended or pending release reports

Contributions

  • Employer Maintenance
  • Payroll

Available

Confirmation of No Payroll Reportable Report (PDF)
Lists payroll periods that been confirmed as having no reportable contributions

Contributions

  • Appointment Management - Non-PERS and CalSTRS
  • Payroll
  • Retirement Enrollment
  • GASB Contact

Available

Contract Detail Report (PDF)
Lists contract provisions, exclusions, and resolution details

Retirement Contracts

  • Payroll
  • Retirement Contracts
  • Retirement Enrollment

Available

Contribution Detail Report (PDF)
Provides details of contributions reported by the business partner for their employees by earned period or adjustment date

Contributions

  • AR/Billing
  • Payroll

Available

Contribution Posted Detail Report (PDF)
Provides details of posted contributions reported by the business partner for their employees by earned period or adjustment date

Contributions

  • AR/Billing
  • Payroll

Available

Contribution Summary for a Fiscal Year Report (PDF)
Provides summary information on contributions reported in the payroll report or calculated by the system for a given earned period or fiscal year

Contributions

  • AR/Billing
  • Payroll

Available

Contributions Error Summary Report (PDF)
Provides a summary of the total number of outstanding payroll errors (based on payroll processing for PERS only)

Contributions

  • AR/Billing
  • Payroll

Available

Deduction Register Report (PDF)
Shows payments and payment-associated deductions for a vendor (generated for all vendors receiving a direct authorization deduction payment)

Benefits

  • Direct Authorization

Available

Dental Retirees OE Report - CalHR
Provides CalHR with the names and addresses of retired subscribers enrolled in CalPERS dental coverage for all active state agencies (excluding CSU campuses)

Health

  • Health Enrollment

Available

Dental Retirees OE Report - CSU (PDF)
Provides the Chancellor's Office with names and addresses of retired subscribers enrolled in CalPERS dental coverage for all active CSU campuses.

Health

  • Health Enrollment

Available

Dependent Enrollment Report (PDF)
Lists all dependents enrolled under a current employee's health coverage, with health event effective dates within the input data range selected

Health

  • Employer Inquiry
  • PA Billing - PERS
  • PA Billing - Non-PERS
  • Retirement Enrollment

Available

Dependent Verification End Date Employer Report
Lists the subscriber's dependent(s) by the selected verification end date

Health

  • Health Enrollment

Available

Dependent Verification Health Event Employer Report
Lists 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

Available

Dependent Verification with Past Due or No End Dates Active Health Report
Lists dependents currently enrolled in health with a past due or non-existent verification end date - at the time the report was run

Health

  • Health Enrollment

Available

Employer Health Enrollee Report (PDF)
Provide a list of subscribers and their dependents enrolled in CalPERS' sponsored health plans as of a specified date

Health

  • Appointment Management - Non-PERS and CalSTRS
  • Health Enrollment

Available

Employer Health Event Notification Report (PDF)
Summary of transactions submitted by public agencies and school districts for a particular active employer

Health

  • Employer Inquiry
  • Health Enrollment

Available

Employer Health Event Transaction Report (PDF)
Tracks the progress of retiree enrollments by agency and public agency staff members

Health

  • Employer Inquiry
  • Health Enrollment

Available

Employer Payment Report (PDF)
Lists payments received for all receivable categories, including payment date, amount, status, and receivable ID and description

Financials

  • AR/Billing
  • Direct Authorization
  • Employer Inquiry
  • Employer Maintenance
  • PA Billing - PERS
  • PA Billing - Non-PERS
  • Payroll
  • SCP Certification

Available

Employer Receivable Report (PDF)
Provides a summary of receivable balances for all receivable categories, including payment due date, amount due, receivable balance, and receivable ID and description

Financials

  • AR/Billing
  • Direct Authorization
  • Employer Inquiry
  • Employer Maintenance
  • PA Billing - PERS
  • PA Billing - Non-PERS
  • Billing
  • Payroll
  • SCP Certification

Available

Error List Report (PDF)
Lists all payroll records containing errors within a specific payroll report

Contributions

  • Payroll

Available

Health Plan Statement Employer Report (PDF)
Displays summarized annual member health statement information for subscribers under a particular employer

Health

  • Employer Inquiry

Available

Health Subscriber PA Billing Report (PDF)
Provides a roster for one or more individual member accounts and across one or more statement dates or coverage months for completed billing cycles only

Health

  • CERBT
  • PA Billing-PERS
  • PA Billing-Non-PERS
  • Health Admin
  • Reports Support
  • Technical Validation

Available

Health ZIP Code Yes-No Report - HMO for Public Agency/School (PDF)
Provides business partners with ZIP codes in an applicable health plan's coverage area as of the date the user enters

Note: For a baseline of covered ZIPs for the upcoming year, the report can be run by mid-August with a January 1 date parameter.

Health

  • Employer Inquiry
  • Health Enrollment

Available

Health ZIP Code Yes-No Report - PPO for Public Agency/School (PDF)
Provides business partners with ZIP codes in an applicable health plan's coverage area as of the date the user enters

Note: For a baseline of covered ZIPs for the upcoming year, the report can be run by mid-August with a January 1 date parameter.

Health

  • Employer Inquiry
  • Health Enrollment

Available

Health ZIP Code Yes-No Report - State/CSU (PDF)
Provides business partners with ZIP codes in an applicable health plan's coverage area as of the date the user enters

Note: For a baseline of covered ZIPs for the upcoming year, the report can be run by mid-August with a January 1 date parameter.

Health

  • Employer Inquiry
  • Health Enrollment

Available

Missing Participant Payroll Records Report (PDF)
Displays all participants with missing records for payroll, service credit purchase, supplemental income plan, and overpayment deductions in a regular earned period report

Contributions

  • Payroll

Available

Monthly Employer Billing Roster Report
Lists employees and dependents that make up the current month receivable

Note: This report is not available in CSV format. Excel is the recommended format.

Health

  • Employer Inquiry
  • PA Billing - PERS
  • PA Billing - Non-PERS

Available

Out-of-Class-Employer Detail Report (PDF)
Provides detailed information for all participants who were reported within an out-of-class validation report by fiscal year

Contributions

  • A/R Billing
  • Payroll
  • Retirement Enrollment

Available

Overtime Appointment Identifier Report
Provides a list of employees that work in two or more CalPERS positions to help determine the overtime, non-contributing appointment 

Retirement Enrollment

  • Payroll
  • Retirement Enrollment

Available

Parent-Child Relationship Dependent With Expiring Certification Report (PDF)
Provides a list of dependents with parent-child relationship certifications approaching expiration within three months of the input date

Health

  • Health Enrollment

Available

Participant Appointment Details Report (PDF)
Displays employment status, appointment begin and end dates, member rate, and pension formula for participants with an appointment start date within the specified date range

Enrollments

  • Retirement Enrollment

Available

Participant Enrollment History Report
Lists the history of enrollment and appointment data of a single participant for the CalPERS program only

Enrollments

  • Retirement Enrollment

Available

Participant Pension Enrollment Data Report (PDF)
Provides pension plan enrollment information for the employer's active participants (can be run for either all member participants or an individual member participant)

Enrollments

  • Retirement Enrollment

Available

Participant Undeliverable Address Report (PDF)
Provides business partners a list of active participants whose mailing or physical address is marked as undeliverable or there is no address on record in my|CalPERS

Benefits

  • Employer Inquiry

Available

Payroll Exception Report (PDF)
Lists all payroll records containing exceptions within a specific payroll report

Contributions

  • Payroll

Available

Payroll Report Summary Report
Provides payroll report statistics and financial information for a specific regular earned period or adjustment report

Contributions

  • Payroll

Available

Posted Contribution Detail Report (PDF)
Provides detailed information regarding participant’s posted earnings, special compensation, and contributions for a select date range

Contributions

  • AR/Billing
  • Payroll
  • Reciprocal

Available

Present Employer Statement Report (PDF)
Displays each participant's taxed contributions, tax-deferred contributions, interest, service credit, service credit purchased, and retirement eligibility

Contributions

  • Payroll

Available

Replacement Benefit Fund (RBF) Invoice Detail Report (PDF)
Lists the participants, replacement benefit fund payees, and corresponding amounts included in the specified invoice

Financials

  • AR/Billing
  • PA Billing - PERS
  • PA Billing - Non-PERS

Available

Receivables and Payment Info Report (PDF)
Provides transactions and payments for a specified period within a fiscal year

Contributions

  • AR/Billing

Available

Remittance Advice Report (PDF)
Generate a remittance advice to accompany payment (the business partner will fill in the amount they're paying for each type of outstanding obligation)

Contributions

  • Auditor
  • AR/Billing
  • PA Billing - PERS
  • PA Billing - Non-PERS
  • Payroll

Available

Reported Member-Detail Report (PDF)
Provides earnings and posted participant contributions for a selected business partner and fiscal year

Contributions

  • AR/Billing
  • Payroll

Available

Reported Member Summary Report (PDF)
Provides earnings and contributions summary information for all participants who are reported by the business partner for a selected fiscal year

Contributions

  • AR/Billing
  • Payroll

Available

Retired Annuitant Hours Worked Report (PDF)
Lists retired annuitants and how many hours they've worked within selected date parameters (broken down by division)

Enrollment

  • Employer Maintenance
  • Payroll
  • Retirement Enrollment

Available

Retired Annuitant Late Fee Status Report (PDF)
Provides details on retired annuitant late fees and the status of late fee appeals
Enrollment
  • AR/Billing
  • Payroll
  • Retirement Enrollment

Available

Retirement Appointment Reconciliation Report (PDF)
Lists participant appointments with unposted payroll records for one or more earned periods that are past the payroll due date

Note: This information is updated on a daily basis, so changes made to appointments may not be reflected for 24 hours.

Contributions

  • Appointment Management - Non-PERS and CalSTRS
  • Payroll
  • Retirement Enrollment
  • GASB Contact

Available

Retirement Planning for Public Agency/School (PAS) Report (PDF)
Lists all employees age 45 or greater, their member category, and whether their membership date with CalPERS is greater than five years

Benefits

  • Retirement Contracts

Available

Separated Retirement Reconciliation Appointments (PDF)
Lists appointments that were identified as having unposted payroll periods, per retirement enrollment reconciliation, and are now permanently separated

Enrollments

  • Appointment Management-Non-PERS and CalSTRS
  • Payroll
  • Retirement Enrollment
  • GASB Contact

Available

State Active Health Enrollment and SCO Health Deduction Discrepancy Report (PDF)
Displays and compares my|CalPERS health enrollment data with SCO payroll deduction data for enrolled State Active Subscribers and identifies any discrepancies in premium amounts

Health

  • Health enrollment

Available

Supplemental Income Plan (SIP) Contribution Detail Report (PDF)
Provides details for supplemental income plan contributions reported by the employer for the participant, including subtotals by participant and contribution type

Contributions

  • AR/Billing
  • Payroll

Available

Supplemental Income Plan (SIP) Remittance Advice Report
Provides a printable remittance advice for employers to include with bank checks submitted for outstanding supplemental income plan contribution payments

Contributions

  • AR/Billing
  • Payroll

Available

Report Type User Role Status