Run CSU Benefits Reports

Updated on Jun 05, 2025

Overview

This job aid shows Benefits officers how to find and run delivered and CSU Benefits Reports.

Daily review items

A Benefits Officer must review the following items daily.

Review item	Details	Navigation
CSUBASDL logs	CSU_PERM_DEL CSU_BA18003 CSUBA01A CSU_BA_EV_DT PSPBARUN CSU_PERM_INS	Reporting tools > Report Manager
CSU Benefits Reports	CSU Benefits Termination Rpt CSU Benefits Transaction Rpt CSU Job Changes Prior Ben Admin CSU Process Status Rpt CSU Snapshot Unique Constraint	Benefits > Reports > CSU Benefits Reports
Delivered Reports	Invalid Elections Rpt Report on Flagged Items	Benefits > Manage Automated Enrollment > Investigate Exceptions
CHRS BA Baseline Queries	CSU_BAS_SS_NT CSU_BAS_SS_EVENTS CSU_BAS_HEALTH_PERM_AUDIT1 CSU_BAS_HEALTH_PERM_MISSING CSU_BAS_CALPERS_ID_MISSING CSU_BAS_CALPERS_ID_MISSING_DEP	Reporting Tools > Query > Query Viewer

Report Information

Report	Information
CSU Benefits Termination Rpt	Identifies employees who have lost benefits for the selected report coverage date range. Employees in job codes that are on the CSU_EXCLUDE list and the ACA_Exclude list are not benefits eligible and are not included on the CSU Benefits Termination Report." See the Appendix for the CSU_Exclude list and the ACA_EXCLUDE list.
CSU Benefits Transaction Rpt	Provides specific information about job data changes that may affect eligibility or enrollment and will require notification and a possible review by benefits staff. The report selects data where either the Job Data Action Date, Job Data Effective Date, or the Job Data Last Update Date/TIme are within the report request dates. Employees that are in job codes that are on the CSU Exclude list are not benefits-eligible, and are not included on the CSU Benefits Transaction Report.
CSU Job Changes Prior Ben Admin	Details any changes in Job data that pre-date the Benefits Administration Start Date.
CSU Process Status Rpt	Lists all participants in a particular process status or set of status levels. The report selects data where either the Job Data Action Date, Job Data Effective Date, or the Job Data Last Update Date/TIme are within the report request dates.
CSU Snapshot Unique Constraint	Identifies employee records causing the unique constraint error from the BEN100A snapshot process. This page is not technically a report.
Invalid Elections Rpt	Shows error messages relating to election changes
Report on Flagged Items	Review and resolve items on this report daily. Select reports on participants flagged for: Address eligibility change Multijob indicator changes Job eligibility changes Event disconnected Event out of sequence

Run a report

Step 1: Open the CSU Benefits Administrator tile.

Step 2: Navigate to the report location.

Reports > [report name]

Step 3: Search for your run control ID.

If you do not have a run control ID, click Add a New Value to create one.

Step 4: Enter Report Parameter values.

Image below is example report. Each report might have different report parameters.

Guidelines

Do not select the Default - 30 Days check box and From and Thru dates.
Default - 30 Days:
- For the CSU Benefits Transaction Report, the 30 day checkbox looks for Coverage Begin/End EFFDT equal to or less than 30 days from the report run date.
- For the CSU Benefits Termination Report, the 30 day checkbox looks for Coverage Begin/End EFFDT OR Coverage Elect Date equal to or less than 30 days from the report run date.
New Hires: To see future enrollments for New Hires, use the From and Thru Dates. Set the Thru Date to 2 months into the future.