CSX Custom Reports Deprecation

Phase 3, the final phase of the CSX Custom Reports deprecation, is occurring with the March ’23 Release. The deprecation was implemented in phases to give customers time to prepare and to complete their migration to Reporting 2.0. With Phase 3, all remaining access to custom report is removed. Customers can no longer use or migrate Custom Reports at all. Custom Report Dashboard widgets will also no longer be available, which means any published custom report widgets will be removed from Dashboards as well. Please review the Deprecation phases and their milestones at the end of this deprecation announcement.

Customers must migrate any custom reports they wish to keep. There is no auto-migration of reports to Reporting 2.0.

Deprecation Phases

Phase 1 - August '22 Release (5 August - Q3):

  1. Remove "create" permission, customers can no longer create new Custom Reports.
  2. Remove “edit” permission, customers can no longer edit existing Custom Reports.
  3. Remove options for customers to add new deliveries (scheduled, FTP, email, etc.)
  4. Continue support for running existing Custom Reports, including existing scheduled reports.
  5. Continue to support migration.

Phase 2 - November '22 Release (4 November - Q4):

  1. Stop all Custom Report deliveries (scheduled, FTP, email, etc.)
  2. Ad-hoc run of Custom Reports remains possible.
  3. Continue to support migration.

Phase 3 - March '23 Release (17 March - Q1):

  1. Remove all remaining access for Custom Reports.
  2. Customers can no longer use or migrate Custom Reports at all.


Click here to download the Reporting 2.0 Adoption Kit.

Click here to view the Online Help - Reporting 2.0 Overview.


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.

For more information about Reporting 2.0 permissions, see the following:

  • 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 which permissions users need to have to create and view reports.