Custom Reports Deprecation: Cornerstone will be deprecating the legacy reporting solution "Custom Reports" in 2022. For more information, see the announcement in the July '21 release notes.
The Field Filters tab enables you to filter the report fields in order to narrow down the report results or get more specific results, such as selecting a date range for your data. Once the filters are defined, you can refresh the report preview panel to update the report results.
The data that is available to you when you filter a report is dependent upon the same constraints that are defined for you for the custom report. For example, if you filter by an organizational unit (OU), and your permission is constrained to users within a certain Division OU, then you will not be able to see report data for users in any other Division OUs.
Add Filters - Drag and Drop Fields
Fields can be added by dragging the field from the Fields panel and dropping it into the Type or drag a field here box on the Field Filters tab. An operator drop-down and value field automatically populate to the right of the field name. Select an operator, and then enter a value.
You can add additional filters by dragging and dropping fields into the Type or drag a field here box. The box automatically appears each time you add a new filter.
Add Filters - Manually Enter Field Name
Enter a full or partial field name in the Type or drag a field here box in the Field Filters tab. When text is entered, the box filters to display the matching field names. Select the desired field from the drop-down to add the field to the Field Filters tab.
You can add additional filters by entering new key words into the Type or drag a field here box. The box automatically appears each time you add a new filter.
Change Filter Selection
You can change the field that is selected in an individual filter on the Field Filters tab in the following ways:
- Click the drop-down in the filter and select a different field. All fields available for the report display in the drop-down.
- Enter a different field name in the Type or drag a field here box.
Changing the field selection clears any operator or value entered for the previous field.
Multi-Select Values
For filters that have multi-select options for the field value, the options display in a drop-down. One or more values can be selected by clicking the box to the left of the value. Click the Check all option to select all values for the field. Click Uncheck all to deselect all values for the field.
Refresh Report Preview
Once the filters are defined, click the button to update the report results. The report preview panel updates to display all report results that match the filter criteria.
Remove Filter
You can delete a filter by clicking the Remove icon 
to the right of value field.
Additional Custom Reporting Resources
See the following additional custom reporting resources:
- Create Custom Transcript Report - This page provides detailed instructions for creating Custom Transcript Reports.
- Create Performance Review Report - This page provides detailed instructions for creating Custom Performance Review Reports.
- Custom Reporting Field Descriptions - Connect Communities - This page provides field descriptions for Custom Connect Communities Reports.
- Custom Reporting Field Descriptions - ILT Instructors Fields - This page provides descriptions for ILT Instructors fields.
- Custom Reporting Field Descriptions - ILT Session Schedule (Part Level) Fields - This page provides descriptions for ILT Session Schedule (Part Level) fields.
- Custom Reporting Field Descriptions - Job Pool Succession - This page provides field descriptions for Custom Job Pool Succession Reports.
- Custom Reporting Field Descriptions - Training Request Forms Fields - This page provides descriptions for Training Request Forms fields.
- Custom Reporting Field Descriptions - Training Fields - This page provides descriptions for Training fields.
- Custom Reporting Field Descriptions - Transaction Fields - This page provides descriptions for Transaction fields.
- Custom Reporting Field Descriptions - Transcript Fields - This page provides descriptions for Transcript fields.
- Custom Reporting Field Descriptions - User Fields - This page provides descriptions for User fields.
Frequently Asked Questions (FAQs)
How can I set a date field to give me a date range of data?
When working with date fields, filters are a great way to limit your results to a specific time period or a date range. The first step is to add to the date field to the Field Filters tab. To add the field to the tab:
- Hover over the field column. This enables a down arrow to appears to the right of the field name.
- Click the down arrow. This enables a drop-down list to appear.
- Click the Add Filter option in the drop-down. This adds the field to the Field Filters tab.
Note: You can also add the field from within the Field Filters tab by entering the field name into the text box on the Field Filters tab and selecting the field from the predictive search results.
The next step is to define the date range for the field. To do this:
- Click the drop-down to the right of the field name. This displays the list of date options.
- Select a date filter. If using a filter that requires a specific date, then select the date in the date field to the right of the date filter.
- Click to refresh the report preview and view the filtered data.
| Last Published: 10/11/2021 |
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