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

Before generating Cognos reports, you'll want to:

For instructions on generating reports, view my|CalPERS Course 205: So You Want to Run a Cognos Report? (PDF, 2.70 MB).

To access Cognos reports, log in to my|CalPERS and select Reports under the Common Tasks menu in the left-side navigation area.

Report

Type

User Role

Status

Report

Type

User Role

Status

Advance Disability Pension Payment Deduction Register Report (PDF)
This document provides necessary information for employers 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

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

Collection Contributions and Payment Report (PDF)
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 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

 Unavailable

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

Contributions

  • Employer Maintenance

  • Payroll

 Unavailable

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

 Unavailable

Contract Detail Report (PDF)
Provides employers with a list of contract provision, exclusion, and resolution details

Retirement Contracts

  • Payroll

  • Retirement Contracts

  • Retirement Enrollment

 Available

Confirmation of No Payroll Contributions Reportable Report (PDF)
Lists payroll periods that are marked to have confirmation for no contributions reportable

Contributions

  • Appointment Management - Non-PERS and CalSTRS

  • Payroll

  • Retirement Enrollment

  • GASB Contact

 Available

Contribution Detail Report (PDF)
Provides details of contributions reported by the business partner for their employees

Contributions

  • AR/Billing

  • Payroll

 Available

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

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 (PDF)
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)
Provides employers the ability to see all dependents submitted for enrollment under a current employee's health coverage

Health

  • Employer Inquiry

  • PA Billing - PERS

  • PA Billing - Non-PERS

  • Retirement 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

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

Health

  • Employer Inquiry

 Available

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

Health

  • 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 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

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

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

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 (PDF)
Provides employers with all of their employees and dependents that make up their 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

Parent-Child Relationship Dependent With Expiring Certification Report (PDF)
Provides internal staff, management, and employers with a list of dependents with parent-child relationship certifications approaching expiration

Health

  • Health Enrollment

 Unavailable

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 (PDF)
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 (PDF)
Provides payroll report statistics and financial information for a specific regular earned period or adjustment report

Contributions

  • Payroll

 Available

Present Employer Statement Report (PDF)
Displays each participant's taxed contributions, tax-deferred contributions, interest, total contribution, 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

  • 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)

Benefits

  • Employer Maintenance

  • Payroll

  • Retirement Enrollment

 Available

Retirement Appointment Reconciliation Report (PDF)
Lists appointments that have missing or unposted contributions that have age at least 90 days

Contributions

  • Appointment Management - Non-PERS and CalSTRS

  • Payroll

  • Retirement Enrollment

  • GASB Contact

 Available

Retirement Planning for Public Agency/School (PAS) Report (PDF)
Provides public agency/school employers a list of 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 missing payroll periods, per Retirement Enrollment Reconciliation, and are now separated

Enrollments

  • Appointment Management - Non-PERS and CalSTRS

  • Payroll

  • Retirement Enrollment

  • GASB Contact

 Available

Service Credit Purchase (SCP) Payments Due Report (PDF)
Lists participants with active service credit purchase (SCP) payment plans, displaying SCP payment type and scheduled payment end date

Contributions

  • SCP Certification

 Unavailable

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

 Unavailable

Supplemental Income Plan (SIP) Remittance Advice Report (PDF)
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

Chancellor's Office Parent-Child Recertification Report CSU Campuses (PDF)
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