Billing Report - Knowledge Base | BerniePortal

Billing Report

The "Billing" report:
  1. Is useful for generating an employee-level detail of a given month’s bill specific to the benefit provider.
  2. Includes: Employee personal info, billing subgroup information, employee plan details and plan cost, adjustments, and total monthly premium.
How to generate a "Billing" Report:
  1. Select "Billing" from the Standard Reports listing. 
  2. Select the Primary Billing Subgroups for the data needed.
  3. Select the Benefit Types for the data needed.
  4. Select the month for the data needed. 
  5. Enter the email address to indicate the contact that will receive the report.

  6. The designated contact will receive an email to download the report.

Didn't find what you were looking for? Send us a ticket.
    • Related Articles

    • Eligibility Report

      The "Eligibility" report: Is useful for pulling employee eligibility status for a particular benefit. The report also requires a specific month to look for eligibility results. Includes: Employee total clocked hours, hours broken up by regular vs. ...
    • Onboarding Report

      The "Onboarding" report: Is useful for viewing employee answers to questions asked of them during their onboarding process. Includes: Basic Employee Info and Custom Onboarding questions and answers. How to generate an "Onboarding" Report: Select ...
    • Age Report

      The "Age" report: Is useful for determining when employees reach specific ages (e.g. when a dependent child turns 26 and can no longer be covered by a parent's health insurance). Includes: All employees, spouses, or dependents who reach a certain age ...
    • Election PDFs Report

      The "Election PDFs" report: Is useful for retrieving all of the most recent employee election PDFs per benefit subgroup. Includes: Employee’s most recent election PDF. How to Generate an "Election PDF" Report: Select "Election PDFs" from the Standard ...
    • I-9 Report

      The "I-9" report: Is useful for gathering all employee Form I-9 documents. Includes: Completed I-9 forms. How to Generate an "I-9 Form" Report: Select "I-9 Forms" from the Standard Reports listing. Enter the email address to indicate the contact that ...