Copy Custom Report

Custom Reports Deprecation: Cornerstone will be deprecating the legacy reporting solution "Custom Reports" in 2022. For more information, see the announcement in the February '21 release notes.

When copying a custom report within the Custom Report Builder, the following information is copied:

  • Report folder location
  • Report type in the report type drop-down
  • Field types in the Fields panel
  • Filters defined in the Field Filters tab
  • Filters defined in the User/OU Filters tab (Note: When copying a shared report, the only criteria that are copied are the criteria that are available for the user with whom the report is shared.)
  • Data in the report preview panel
  • Sort configurations in both the Sort tab and the report preview panel
  • Summary configurations in both the Summary tab and the report preview panel
  • Currency options configured on the Currency tab

Permissions

For users with permission to create a custom report, the Copy link will appear in the Actions drop-down on the Reports page in Analytics.

For users who only have permission to view a custom report, the Copy link will not appear in the Actions drop-down. This also applies to shared users of a report; if the shared users do not have permission to create the report, then they will not have permission to copy the report when it is shared with them.