Create Custom Report - Report Preview

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 report preview section allows you to view the report results as you build the report. The preview helps you decide which fields to include in the report to ensure that you ascertain the desired report data.

Up to 50 rows of report data display in the preview. If a field's value is longer than 20 characters, hover over the value to display a pop-up of the full value.

Note: The report preview is not considered the actual report. In order to view your actual generated report, enter a title in the Report Title field and click Save to save the report. Then, navigate to the main custom reports page and select View, Excel, or Print in the Actions drop-down for the specific report to view your report results.

Refresh Results

Each time you add a field to the preview, the results update automatically. You can also manually update the results by clicking the Refresh button. When the report data is out of date, an Exclamation icon displays in the Refresh button to indicate that the report data needs to be refreshed.

When filters in the Field Filters panel are added or modified, the report results must be manually refreshed.

Maximum Number of Records

Enter the maximum number of records that should be returned in the report. The default value is 75,000. The maximum value that can be entered in the field is 999,999. Enter a value of zero to not have a limit.

An Excel output accommodates 65,000 rows. The HTML Printable Version is only recommended when viewing less than 20,000 rows.

As with existing functionality, the value in the Maximum number of records field must be a positive whole number.

Options

The following options are available in the Options button drop-down. The options are only available if the report is summarized and only apply to the printable and Excel versions of the report, as well as when the report is run.

  • Show/count unique rows only - Select this option to filter the summarized report results not to repeat report rows that display identical summarized information. For example, if a Transcript report only contains the field User Full Name, and the report results include 50 different users with the name Sample User, then checking the Show/count unique rows only will only display one row of name Sample User in the report.
  • Show record counts in report - Select this option to create a report that displays the record count for each combination of fields selected. For example, to determine the total number of active versus inactive training types in the catalog, check the Record Count box, then include the Training Active and Training Type fields in the report. The report displays a total count of inactive and active training types, listed by type.
  • Show report headers in report - Select this option to show the name of the fields in the header row of the report output.

Actions

The following actions are available in the Actions button drop-down:

  • Print Preview - Click Print Preview to create a printable preview of the report. This option only appears for users with permission to preview custom reports. This option does not display when the report output exceeds 30,000 rows.
  • Excel Preview - Click Excel to export the report preview to Excel. This option only appears for users with permission to preview custom reports.
  • Remove All Columns - Click Remove All Columns to remove all of the fields that you have selected for the report. This opens a confirmation pop-up. Click Yes to remove all fields in the report. This clears the report preview panel and all selections in the tabs above the preview. Or, click No to cancel the removal action.

When viewing a printable or Excel version of a report with more than 5000 records, only the first 5000 records display. If your report contains more than 5000 records, be sure to save the report in order to view all of the records. When custom reports are saved, they are subject to 30,000 records for printable version or 65,000 records for Excel.

Remove All Columns

Click Remove All Columns to remove all of the fields that you have selected for the report. This opens a confirmation pop-up. Click Yes to remove all fields in the report. This clears the report preview panel and all selections in the tabs above the preview. Or, click No to cancel the removal action.

Column Sorting

Ascending/Descending

The columns in the report preview panel can be sorted in ascending and descending order by clicking the arrow to the right of the column name. Clicking the down arrow resorts the column in descending order. Clicking the up arrow resorts the column in ascending order. Note: This option is disabled when the maximum number of sorted fields has been reached on the Sort tab.

View Sort Order

To view the sort order for the column, hover the mouse over the column name. This opens a tooltip that displays "<Field Name> is sorted <Ascending/Descending> and is the <Sort Order Number> sort level."

See also:

Report Report Report Report Report Report Report Report Report