Standard Reporting Export to Excel Updates

With this enhancement, frequently used standard reports are now updated to export in XLSX format, instead of the previously used XLS format.

When exporting to Excel, the following reports will now download in XLSX format:

  • Proxy as User Report
  • Reporting 2.0 Delivery Log
  • Reporting 2.0 Report Details
  • Security Role Report
  • Security Role - Audit Report
  • Security Role - User Permission Report
  • Login Report

Frequently Asked Questions (FAQs)

No, there are standard reports that still export to XLS. With this release, we updated seven frequently used standard reports to export in XLSX format. We will continue to focus on updating other frequently used standard reports to support XLSX in future releases.

Implementation

This functionality is automatically enabled for all organizations using the Standard Reports module.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Proxy as User Report Grants access to the Proxy as User Report, which enables organizations to report on which users have logged in to the portal and when. This permission cannot be constrained. Reports - System
Reporting 2.0 Delivery Log Grants access to view the Reporting 2.0 Delivery Log, which displays user-level information about deliveries for your Reporting 2.0 Reports. Reports - System
Reporting 2.0 Report Details

Grants access to view the Reporting 2.0 Report Details, which displays information about the Reporting 2.0 reports created and ran.

The Reporting 2.0 Report Details permission can be constrained by OU and User constraints. The constraints apply to the recipient user.

The Reporting 2.0 Report Details permission will be assigned to the Cornerstone Administrator and System Administrator roles by default.

 Reports - System
Security Role Report Grants access to view the User Roles, Permission and Constraints Report, which displays user level information about roles, permissions and constraints. This permission cannot be constrained. Reports - System
Security Role - Audit Report Grants access to the Security Role - Audit Report, which enables organizations to report on which users have been assigned to which security roles and the security role modification history. This permission cannot be constrained. Reports - System
Security Role - User Permission Report Grants access to the Security Role - User Permission Report, which enables organizations to report on the roles assigned to a user and the permissions and constraints associated with those roles. This permission cannot be constrained. Reports - System
Login Report Grants access to the Login Report, which enables organizations to report on which users have logged in to the portal and when. This permission cannot be constrained. Reports - System