Generate a report

Below are more guided steps to generating a report. Some reports require additional steps. For a list of those reports and the information that each contain, please visit the employer report’s feature




Step 1: Select the type of report by clicking on the hyperlink of the Standard or Custom Report in your Reports feature. This will open the generate report modal and depending on the type of report, you will be asked what group of employees to include on the file and potentially more details. Fill out all required fields.




Step 2: Enter an email to send the report to then click Generate & Send.




Step 3: Open the email sent to your inbox and click the link to download the report.




BernieTip: Once a link is clicked and the report is downloaded, the link will expire. If you need to re-download a report, you’ll need to be sent another email.


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