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Successfully 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. (link to types of reports)



Step 1: Select a report type and subgroup, then select any other options in additional fields (fields may vary based on what type of report you are trying to run).


Step 2: Choose an email to send the report to – either to the global admin or an interested party.


Step 3: Click generate & send. A request to download the report will be sent to the provided email address. Below is an example of an ‘All data’ report and it’s required fields.


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Remaining steps are for report recipient:


Step 4: Open email from BerniePortal - subject will read “Download Reports”.


Step 5: Click on the “Click here” link to download the generated report (link will expire in 7 days). Reports are downloaded in an excel format.


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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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