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 table below lists the Cognos reports available to employers along with descriptions, report type, and required user access roles.

Before generating a Cognos report, we recommend you:

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

Report Samples

The report titles below 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)
PERS Retiree List Report Displays PERS 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	Cell left blank	Retirement Contracts Retirement Enrollment
Arrears Receivable Detail Report (PDF) Displays individual member receivables created for mandatory and Gov. Code 20283 arrears	Financials	AR/Billing AR/Billing RO Employer Maintenance PA Billing Payroll Payroll RO Retirement Enrollment Retirement Enrollment RO
Arrears Receivable Summary Report (PDF) Displays a summary of individual member receivables created for mandatory and Gov. Code 20283 arrears	Financials	AR/Billing AR/Billing RO Employer Maintenance PA Billing Payroll Payroll RO Retirement Enrollment Retirement Enrollment RO
Benefit Recipient by Employer Report (PDF) Displays 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 RO
Business Partner Info Report (PDF) Displays appointment, collective bargaining unit (CBU), position name and number, and name of individual for each appointment	Retirement Contracts	Health Enrollment Health Enrollment RO Retirement Enrollment Retirement Enrollment RO
Business Partner myCalPERS User Access Report (PDF) Displays 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) Displays participants with appointments in "On Leave" status	Retirement Enrollments	Appointment Management - Non-PERS and CalSTRS Health Enrollment Health Enrollment RO Payroll Payroll RO Retirement Enrollment Retirement Enrollment RO
CalPERS Health Subscriber Out of Service Population - Employer Displays 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 RO
CalPERS 457 Receivables and Payments Report Displays 457 plan receivables and payment information as of the selected date	Contributions	AR/Billing AR/Billing RO PA Billing Payroll
CalPERS ID and Appointment ID Report (PDF) Displays 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 RO Retirement Enrollment Retirement Enrollment RO
Certificated Member Report (PDF) Displays school members identified as certificated members	Payroll Retirement Enrollments	Payroll Payroll RO Retirement Enrollment Retirement Enrollment RO
Certificated Members with Less than a Full Year of Service Credit Report Displays 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 Displays dependents with parent-child relationship certifications approaching expiration for all active CSU campuses	Health	Health Enrollment Health Enrollment RO
Collection Contributions and Payment Report Displays reporting and payment information that occurred on the selected receivable	Financials	AR/Billing AR/Billing RO Direct Authorization Employer Maintenance PA Billing Payroll Payroll RO
Collection Interest Calculation Report (PDF) Displays number of days the payment is past due and the amount of interest assessed to the receivable	Financials	AR/Billing AR/Billing RO Direct Authorization Employer Maintenance PA Billing Payroll Payroll RO
Collective Contributions Error and Exception Report by Code Value (PDF) Displays 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 RO
Collective Outstanding Payroll Error Report (PDF) Displays all outstanding (non-posted) records with errors for suspended or pending release payroll reports	Contributions	Employer Maintenance Payroll Payroll RO
Collective Outstanding Payroll Exception Report (PDF) Displays all outstanding (non-posted) records with exceptions for suspended or pending release payroll reports	Contributions	Employer Maintenance Payroll Payroll RO
Confirmation of No Payroll Contributions Reportable Report (PDF) Displays payroll periods for participants confirmed as having no payroll to report	Contributions	Appointment Management - Non-PERS and CalSTRS Payroll Payroll RO Retirement Enrollment Retirement Enrollment RO
Contract Detail Report (PDF) Displays contract provisions, exclusions, and resolution details for the employer CalPERS retirement contract	Retirement Contracts	Payroll Payroll RO Retirement Contracts Retirement Enrollment Retirement Enrollment RO
Contribution Detail Report (PDF) Displays details of all reported payroll and contributions within the selected earned period or adjustment date report.	Contributions	AR/Billing AR/Billing RO Payroll Payroll RO
Contribution Posted Detail Report (PDF) Displays 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 RO Payroll Payroll RO
Contribution Summary for a Fiscal Year Report (PDF) Displays 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 RO Payroll Payroll RO
Contributions Error Summary Report (PDF) Displays a summary of the total number of outstanding payroll errors (based on payroll processing for PERS only)	Contributions	AR/Billing AR/Billing RO Payroll Payroll RO
Deduction Register Report Displays the payments and deductions associated with the payment for a vendor.	Health	Direct Authorization
Dental Retirees OE Report - CalHR Displays 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 RO
Dental Retirees OE Report - CSU (PDF) Displays the names and addresses of retired subscribers enrolled in CalPERS dental coverage for all active CSU campuses	Health	Health Enrollment Health Enrollment RO
Dependent Enrollment Report (PDF) Displays all dependents enrolled under a current subscriber's health coverage, based on an enrollment effective date range	Health	Health Enrollment Health Enrollment RO PA Billing Retirement Enrollment Retirement Enrollment RO
Dependent Verification End Date Employer Report Displays the subscriber's dependent(s) requiring verification based on a verification end date	Health	Health Enrollment Health Enrollment RO
Dependent Verification Health Event Employer Report Displays 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 RO
Dependent Verification with Past Due or No End Dates Active Health Report Displays 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 Health Enrollment RO
Employer Health Enrollee Report (PDF) Displays 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 RO
Employer Health Event Notification Report (PDF) Displays all transactions processed for the specified employer	Health	Health Enrollment Health Enrollment RO
Employer Health Event Transaction Report (PDF) Displays all employer health event transactions submitted for the specified employer	Health	Health Enrollment Health Enrollment RO
Employer Payment Report (PDF) Displays 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 RO Direct Authorization Employer Maintenance PA Billing Payroll Payroll RO SCP Certification
Employer Receivable Report (PDF) Displays a summary of receivable balances for all receivable categories, including payment due date, next payment amount due, receivable balance, and 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 RO Direct Authorization Employer Maintenance PA Billing Payroll Payroll RO SCP Certification
Error List Report (PDF) Displays 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 RO
Health Plan Statement Employer Report (PDF) Displays 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 RO
Health Subscriber PA Billing Report (PDF) Displays a list of individual subscriber accounts across specified statement generation or coverage months for completed billing cycles.	Health	CERBT PA Billing
Health ZIP Code Yes-No Report - HMO for Public Agency/School (PDF) Displays 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 RO
Health ZIP Code Yes-No Report - PPO for Public Agency/School (PDF) Displays 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 RO
Health ZIP Code Yes-No Report - State/CSU (PDF) Displays 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 RO
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 Payroll RO
Monthly Employer Billing Roster Report Displays employees and dependents that make up the current month receivable	Health	CERBT/CEPPT PA Billing
Open Enrollment Health Plan Changes Report (PDF) Displays 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 RO
Out-of-Class-Employer Detail Report (PDF) Displays 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 RO Payroll Payroll RO Retirement Enrollment Retirement Enrollment RO
Overtime Appointment Identifier Report (PDF) Identifies 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 Dependent With Expiring Certification Report (PDF) Displays dependents in a parent-child relationship with certifications expiring within three months of the selected date	Health	Health Enrollment
Participant Appointment Details Report (PDF) Displays 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 RO
Participant Enrollment History Report Displays the history of enrollment and appointment data of a single participant for the CalPERS program only	Retirement Enrollments	Retirement Enrollment Retirement Enrollment RO
Participant Pension Enrollment Data Report (PDF) Displays 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 RO
Participant Retirement Planning Report Displays all active employees aged 45 or greater, their member category, and their retirement vesting status.	Retirement Contracts	Payroll Payroll RO Retirement Contracts Retirement Enrollment Retirement Enrollment RO
Participant Undeliverable Address Report (PDF) Displays 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) Displays unused sick and education leave reported for participants that are separated from employment	Retirement Enrollments	Retirement Enrollment Retirement Enrollment RO
Payroll Exception Report (PDF) Displays 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 RO
Payroll Report Summary Report (PDF) Displays 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 RO
Posted Contribution Detail Report (PDF) Displays 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 RO Payroll Payroll RO
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 Payroll RO
Projected Contributions Detail Report (PDF) Displays 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 RO Payroll Payroll RO Retirement Enrollment Retirement Enrollment RO
RBF Invoice Detail Report (PDF) Displays the participants, replacement benefit fund (RBF) payees, and corresponding amounts included in the specified invoice	Financials	AR/Billing AR/Billing RO PA Billing
Receivables and Payment Info Report (PDF) Displays transactions and payments for a specified period within a fiscal year	Contributions	AR/Billing AR/Billing RO
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 RO PA Billing Payroll Payroll RO
Reported Compensation by Calendar Year Detail Report (PDF) Displays participants reported payroll detail by employer for a specific calendar year	Payroll	AR/Billing AR/Billing RO Payroll Payroll RO
Reported Compensation by Calendar Year Summary Report (PDF) Displays participants total reported compensation for a specific calendar year	Payroll	AR/Billing AR/Billing RO Payroll Payroll RO
Reported Member-Detail Report (PDF) Displays all reported payroll transactions for a single participant within the selected fiscal year	Contributions	AR/Billing AR/Billing RO Payroll Payroll RO
Reported Member Summary Report (PDF) Displays earnings and contributions summary information for all participants who have reported contributions by an employer Note: It is recommended the report be run by fiscal year	Contributions	AR/Billing AR/Billing RO Payroll Payroll RO
Retired Annuitant Hours Worked Report (PDF) Displays retired annuitant hours worked for all employers within selected date parameters (broken down by division) Note: Use July 1 – June 30 as the date parameters for accurate results	Retirement Enrollments	Employer Maintenance Payroll Payroll RO Retirement Enrollment Retirement Enrollment RO
Retired Annuitant Late Fee Status Report (PDF) Displays details on retired annuitant late fees, fee type, amount, earned period dates, due date, and status of appeals	Retirement Enrollments	AR/Billing AR/Billing RO Payroll Payroll RO Retirement Enrollment Retirement Enrollment RO
Retired Annuitant Payroll Reporting Status (PDF) Allows the user to sort by an individual Business Partner to show participants working as a Retired Annuitant	Retirement Enrollments	Retirement Enrollment Retirement Enrollment RO
Retirement Appointment Reconciliation Report (PDF) Displays 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 RO Retirement Enrollment Retirement Enrollment RO
Separated Retirement Reconciliation Appointments (PDF) Displays 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 RO Retirement Enrollment Retirement Enrollment RO
State Active Health Enrollment and SCO Health Deduction Discrepancy Report (PDF) Displays 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 RO
SIP Contribution Detail Report (PDF) Displays details for supplemental income plan (SIP) CalPERS 457 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 Displays a printable remittance advice for employers to include with bank checks submitted for outstanding supplemental income plan (SIP) CalPERS 457 contribution payments	Contributions	AR/Billing Payroll
Report	Report Type	User Role(s)