Custom Reporting Field Descriptions - Transaction Fields

Custom Reports Deprecation: Cornerstone has begun deprecating the legacy reporting solution "Custom Reports" as of August 2022. See Deprecation of Custom Reports to Begin in August 2022.

Click here to download the list of Reporting 2.0 field descriptions, updated September 2022. This Excel spreadsheet provides descriptions for the fields in Reporting 2.0. This list is updated when there are changes to existing fields or new fields are added. Currently, the list is in English only. Note that it may be necessary to scroll through the sheets on the Excel spreadsheet in order to access the first sheet.

Each of the fields below correspond to data about the learning object purchases in the portal.

Field Description Type
Billing Entity The billing entity for the training at the time of the transaction. Text
Card Type This is the type of credit card that was used in the transaction. Text
City Tax This displays the total city tax that was collected for the transaction. Numeric
Client Training Price The price charged to or for a user when a learning object was added to the user's transcript. Numeric
County Tax This displays the total county tax that was collected for the transaction. Numeric
Coupon Code This displays the coupon code used in the transaction, if available. Text
Coupon Code Discount This displays the coupon code discount applied to the transaction, if available. Numeric
CSOD Training Price
  • The price paid to CSOD for a learning object added to a user's transcript.
  • Typically this price is less than or equal to the Client Training Price.
 Numeric
CSOD Transaction Total
  • The total price paid to CSOD for a learning object added to a user's transcript.
  • The CSOD Transaction Total = CSOD Training Price + Delivery Fee.
 Numeric
Currency Code The currency code of the currency used to price or purchase the learning object. Text
Transaction Delivery Fee
  • The hosting fee charged to the client company when online courses requested by their users are not purchased from CSOD but the course files are hosted by the CSOD system.
  • This fee is typically based on the size of the hosted courses registered for by users.
 Numeric
District Tax This displays the total district tax that was collected for the transaction. Numeric
Exemption Certificate This field appears in the Transaction section. Text
ID
  • The unique identifier for the entire transaction.
  • For credit card transactions, the field displays the number corresponding to the Cybersource transaction ID.
  • For all other transactions, the field displays an abbreviation for the payment type and the transaction number.
 Text
Invoice Number This field appears in the Transaction section. Text
Last Four Digits of Card Number

For credit card payments, this field displays the last four digits of the card number used in the transaction.

Note: If the transaction is not associated with a credit card, the value returned for this field will be blank.

Numeric
License Batch Expiration Date The date a batch of licenses, purchased in bulk from a training vendor, will expire. Date
License Purchase Date The date the license was purchased. Date
Licenses Available The number of purchased licenses still available for use. Numeric
Licenses Purchased The number of licenses purchased from a training vendor. Numeric
Licenses Used The number of purchased licenses that have already been used. Numeric
No Show Charge The amount of the no show charge if one was assessed to a user who was registered for an instructor led training session, but did not attend the class. Text
Order Status This displays the status of the transaction order. Text
Override Amount The override amount at the time of the transaction. Numeric
Override Amount Currency/% The override amount currency or percentage at the time of the transaction. Text
Payment Account ID This field displays the ID of the Payment Account associated with the transaction. Text
Payment Account Name This field displays the name of the Payment Account associated with the transaction. The output of this field is limited to 100 characters.  
Product Code The product code for the training at the time of the transaction. Text
Quantity (Item) This field displays what quantity of an item was purchased. Numeric
Removal Comments Comments provided by the person who removed the training from a user's transcript, if comments were provided when the training was removed. Text
Secondary Address 1 This displays the first line of the user's secondary address. Text
Secondary Address 2 This displays the second line of the user's secondary address. Text
Secondary City This displays the user's secondary address city. Text
Secondary Company Name This displays the user's secondary address company name. Text
Secondary Country This displays the user's secondary address country. Text
Secondary Phone Number This displays the user's secondary address phone number. Text
Secondary State This displays the user's secondary address state. Text
Secondary Zip Code This displays the user's secondary address zip code. Text
Send Bill Reference Number This displays the Purchase Order reference number for the transaction. Text
State Tax This displays the total state tax that was collected for the transaction. Numeric
Tax Exempt This field indicates whether or not the user has been defined as tax exempt on their user record. This field appears in the Transaction section. Yes/No
Tax Service This field appears in the Transaction section. Text
Total Tax This displays the total tax that was collected for the transaction. Numeric
Training Provider The name of the provider or vendor with which a learning object is associated. Text
Training Title The name of the learning object purchased. Text
Transaction Approval Date The date and time the learning object, and associated cost, was approved for addition to a user's transcript. Date
Transaction Approver
  • The full name of the user who approved a learning object for addition to a user's transcript, if approval was required.
  • Name is displayed as last name, first name.
 Text
Transaction Approver ID The user ID of the user who approved a learning object for addition to a user's transcript, if approval was required. Text
Transaction Code
  • The code that identifies the learning object within the transaction.
  • This field will be unique for each learning object.
 Text
Transaction Comment History This displays the history of the transaction. This includes comments entered for a transaction. Text
Transaction Cost Center The name of the cost center charged for some or all of the cost of a learning object added to a user's transcript. Text
Transaction Cost Center Charge The amount charged to a cost center for a learning object added to a user's transcript. Numeric
Transaction Cost Center ID The ID of the cost center charged for some or all of the cost of a learning object added to a user's transcript. Text
Transaction Date This displays the date on which the transaction was completed. Date
Transaction Delivery Fee
  • The hosting fee charged to the client company when online courses requested by their users are not purchased from CSOD but the course files are hosted by the CSOD system.
  • This fee is typically based on the size of the hosted courses registered for by users.
 Numeric
Transaction Discount (Money) This displays the monetary discount applied to a transaction at the point of purchase. Numeric
Transaction Payment Method This displays the method of payment selected for a transaction. Text
Transaction Processing Fee
  • The fee charged for processing a credit card transaction.
  • To view processing fees, the administrator must use the CSOD merchant account for credit card transactions.
 Numeric
Transaction Reg Number The number of times the learning object has been requested or assigned and moved to a registered status on the user's transcript. (Recurrence) Numeric
Transaction Remover
  • The name of the person who removed the learning object from a user's transcript.
  • Name is displayed as last name, first name.
 Text
Transaction Subtotal This field displays the amount due for a transaction prior to fees and discounts. The amount displays as either a monetary value or training units. Numeric
Transaction Total This displays the total amount due for a transaction. The amount includes coupons or discounts applied to the total. The amount displays as either a monetary value or training units. Numeric
Transaction Type (Debit, Credit, or Penalty) The type of transaction whether purchase (debit), refund (credit), or no show or withdrawal charge (penalty). Text
Transaction User
  • The full name of the user who purchased the learning object.
  • Name displays as last name, first name.
 Text
Transaction User ID The user ID of the user who purchased the learning object. Text
Usage Type (Item)

This field displays the usage type of the purchase. Possible values include:

  • Self Purchase
  • Inventory
 Text
User License Expiration Date The date the user's access to the learning object from their transcript will expire. Date
User Paid Amount (Money)

For one transaction, this displays the monetary amount paid by the user. This is a calculated field using the following formula:

(Price Per Unit * User Pay Ratio) *Quantity - Discount + Tax + Processing Fee

Numeric
User Paid Percent For one transaction, this displays the percentage of the total training cost paid by the user. Numeric
VAT Number The VAT number at the time of the transaction. Text
VAT Tax This displays the total value added tax (VAT) that was collected for the transaction. Numeric
Withdrawal Charge The amount of the withdrawal charge if one was assessed, to a user who was registered for an instructor led training session, but withdrew. Text