Deprecation of Custom Reports with the July '21 Release

Note: The deprecation was first announced as part of the May '20 release.

Cornerstone will be deprecating the legacy reporting solution "Custom Reports" with the July ’21 Release. With Reporting 2.0, users can execute the same business reporting operations as they've done in Custom Reports in addition to Reporting 2.0's rich suite of new features and functionality. When the deprecation occurs, existing Reports will be migrated to Reporting 2.0, and customers will no longer be able to access Custom Reports. For users that have already done the migration themselves and/or who no longer need the custom reports, there will be an option to opt-out of being migrated.

Customers who wish to migrate their custom reports to Reporting 2.0 ahead of the July ’21 deprecation can do so by using the custom reports migration tool available in Reporting 2.0.

Standard reports will eventually be deprecated but the timeline has not yet been determined.

Click here to download the Custom Reports Deprecation Guide.

Click here to download the Reporting 2.0 Starter Guide.

Permissions

Permissions in Reporting 2.0 are different than the permissions for Custom Reports. Custom Reports had a "Manage" permission for creating and editing reports and a "View" permission for viewing reports, whereas Reporting 2.0 permissions are more granular and users need to be given multiple permissions in order to create or view reports.

It is important to be aware of the differences between permissions in Reporting 2.0 and those in Custom Reports so that users have all necessary permissions to begin using Reporting 2.0.

To understand which permissions your users need to create and view reports, see the following information in Online Help:

  • Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
  • Permissions List - This provides the list of permissions and their relationships so that you know the specific permissions users need to create and view reports.