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 Cognos reports available along with descriptions, required user access roles, and availability status.

Report Type User Role Status

Advance Disability Pension Payment Deduction Register Report
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
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
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
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
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
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
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
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
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
Lists all outstanding (non-posted) error records across all suspended or pending release reports

Contributions

  • Employer Maintenance

  • Payroll

Unavailable

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

Contributions

  • Employer Maintenance

  • Payroll

Unavailable

Contract Detail Report
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
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
Provides details of contributions reported by the business partner for their employees

Contributions

  • AR/Billing

  • Payroll

Available

Contribution Posted Detail Report
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
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
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
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
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
Provides employers the ability to see all dependents submitted for enrollment 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
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
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
Tracks the progress of retiree enrollments by agency and public agency staff members

Health

  • Employer Inquiry

  • Health Enrollment

Available

Health Plan Statement Employer Report
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
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
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
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
Lists all payroll records containing errors within a specific payroll report

Contributions

  • Payroll

Available

Health Subscriber PA Billing Report
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
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
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
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
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
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
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
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
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
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
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

Present Employer Statement Report
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
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
Provides transactions and payments for a specified period within a fiscal year

Contributions

  • AR/Billing

Available

Remittance Advice Report
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
Provides earnings and posted participant contributions for a selected business partner and fiscal year

Contributions

  • AR/Billing

  • Payroll

Available

Reported Member Summary Report
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
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
Lists appointments that have missing contributions for one or more earned periods greater than 30 days

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

Contributions

  • Appointment Management - Non-PERS and CalSTRS

  • Payroll

  • Retirement Enrollment

  • GASB Contact

Available

Retirement Planning for Public Agency/School (PAS) Report
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
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
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
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
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
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
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

Report Type User Role Status