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)

Advance Disability Pension Payment Deduction Register Report (PDF)
Displays necessary information to apply Advanced Disability Pension Payment (ADPP) and Temporary Disability Annuitant Payment (TDAP) deductions

This report is generated from a scheduled batch process and not available on demand. The report is saved in the PSR_Reports_ENV98 "Saved Reports" folder in Cognos.

Note: Payments are issued to the employer the first of the month

Benefits

  • AR/Billing

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

Note: Details include basic recipient information and a breakdown of benefit by disbursement

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
  • GASB Contact
  • 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

  • Retirement Enrollment
  • Retirement Enrollment RO

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 Reportable Report (PDF)
Displays payroll periods for participants confirmed as having no payroll to report

Contributions

  • Appointment Management - Non-PERS and CalSTRS
  • GASB Contact
  • 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

Note: This report can only be generated from the Payroll Report Summary 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: This report can only be generated from the Contribution Summary for a Fiscal Year Report

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 (PDF)
Displays information to assist in reconciling direct authorization deduction payments of association dues, charitable contributions, credit union payments/shares, or insurance

This report is generated from a scheduled batch process and not available on demand. The report is saved in the PSR_Reports_ENV98 "Saved Reports" folder in Cognos.

Benefits

  • 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

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

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

  • 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 roster for one or more individual subscriber accounts and across one or more statement dates or coverage months for completed billing cycles only

Health

  • 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

  • PA Billing

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 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

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

  • Payroll
  • Payroll RO

Payroll Report Summary Report
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
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 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
  • Payroll
  • Retirement Enrollment

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
  • GASB Contact
  • Payroll
  • Payroll RO
  • Retirement Enrollment
  • Retirement Enrollment RO

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

Retirement Contracts

  • Retirement Contracts
  • Retirement Enrollment

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
  • GASB Contact
  • 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)