The Billing report generates employee-level monthly premium detail for a selected benefit provider. The download includes personal info, primary, secondary, and tertiary billing subgroup names, total plan cost by selected benefit type, an adjustments section, and subgroup subtotals.
Who this is for
Employers and Feature Admins with Benefits access when Benefits is enabled for the employer. Brokerage users can generate the report for an employer from that employer's Reports.
To generate a Billing report:
- Select Reports in the top navigation.
- Select Standard in the secondary navigation.
- Select Billing from the Standard Reports list. The Generate a Billing Report window opens.
- Under Benefit Providers, select the benefit provider.
- Under Primary Billing Subgroups, select one or more primary billing subgroups, or select All Subgroups.
- Under Benefit Types, select one or more benefit types, or select All Benefit Types.
- Select Month and Year for the billing month to report.
- Enter the destination email in Send Report To.
- Select Generate & send.
BerniePortal emails a download link to the address in Send Report To.
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