Create Custom Report - Field Filters 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 May '20 release notes and in the May '20 Release Summary & Matrix.

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 Refresh 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:

 

Frequently Asked Questions (FAQs)