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 the "Reports" tab in the top navigation menu.
  2. Select "Billing" from the Standard Reports listing. 
  3. Select the Primary Billing Subgroups for the data needed.
  4. Select the Benefit Types for the data needed.
  5. Select the month for the data needed. 
  6. Enter the email address to indicate the contact that will receive the report.

  7. 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

    • 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 the ...
    • Payroll-Time & PTO Report

      The "Payroll - Time & PTO" report: Is useful for retrieving clocked hours and PTO needed to run payroll. Includes: Employee total clocked hours, hours broken up by regular vs. overtime, PTO holidays, and used PTO hours. The "Payroll - Time & PTO ...
    • 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: List of employees (and dependents) that are eligible for the ...
    • Beneficiaries Only Report

      The "Beneficiaries Only" report: Is useful for retrieving information on employee beneficiaries (if the employee has elected a benefit that requires beneficiary assignment). Includes: Employee election information for benefits that require ...
    • Qualifying Events Report

      The "Qualifying Events" report: Is useful for pinpointing dates of qualifying events for employees. Click on the date range and scroll by month to refine the search. Includes: Qualifying Event information for a specified date range.  How to Generate ...