Create Custom Report - Name the Report

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

Naming the report in the Custom Report Builder is required in order to save the report. The Save button is not enabled until a report title is entered. The name of the report displays at the top left of the Custom Report Builder page and can be defined and edited at any time during the report configuration process. The report name should be descriptive and meaningful.

To name the report:

  1. Enter a title in the Report Title field in the upper left corner of the page. The field accepts alphanumeric characters and the following special characters:
    • -
    • _
    • (
    • )
    • "
    • '
    • .
    • ,
    • [
    • ]

  1. Once a report name is entered, the Save button is enabled.