Create Custom Report - Currency Tab

Custom Reports Deprecation: Cornerstone will be deprecating the legacy reporting solution "Custom Reports" with the February ’21 Release. For more information, see the announcement in the August '20 release notes and in the August '20 Release Summary & Matrix.

When creating custom Compensation reports, a Currency tab displays. The Currency tab enables you to define the currency in which all currency fields display on the report.

Note: The Currency tab only displays for custom Compensation reports.

The following options are available on the Currency tab:

  • Original Currency - Select this option to keep currency fields in the original currency defined for either the user or task. If the currency field is from a compensation task, then the corporate currency is used. If the currency field is not from a compensation task, then the user's currency is used.
  • User's Currency - Select this option to convert all currency fields to the currency of the users in the report. For currency fields that are from a compensation task, the conversion uses the exchange rate that is current at the time of the task. Note: The salaries will display in the report output in the corresponding user's currency.
  • Pick a Currency - Select this option to convert all currency fields to the currency selected in the drop-down. The drop-down displays all currencies that are enabled for the portal. If the currency field is from a compensation task, then the conversion uses the exchange rate that is current at the time of the task. If the currency field is not from a compensation task, then the conversion uses the exchange rate that is current at the time the report is run.

When editing the currency options, click the Refresh button to update the results in the report preview.