Create Custom Report - Schedule Tab

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.

The Schedule tab enables you to create a schedule for the report. Reports can be scheduled to run once, daily, weekly, or monthly. By default, reports are not scheduled to run and must be run manually by the user. In order to schedule a report at a specific time or on a daily, weekly, or monthly basis, you must configure the scheduling options on the Schedule tab.

Schedule One-Time Report

Click the Once option in the Schedule drop-down. This enables the options to display below the drop-down for creating a one-time report. Complete the following fields:

  • Schedule - Select Once from the drop-down.
  • Time - From the drop-down, select the time at which to run the report. The default setting is one hour from the current time.
  • Time Zone - From the drop-down, select the time zone in which to run the report. The default setting is the time zone of the user configuring the report.
  • Start Date - By default, the start date is the current date. You can modify the start date by entering a different date in the field. This is a required field.

The report runs at the specified date and time.

Schedule Daily Report

Click the Daily option in the Schedule drop-down. This enables the options to display below the drop-down for creating a report that runs daily. Complete the following fields:

  • Schedule - Select Daily from the drop-down.
  • Repeat Every - This field enables you to determine the report interval. For example, if "3" is the value in the field, then the report runs every three days. Enter the number of days in the Repeat Every field. The default value is "1." This is a required field.
  • Time - From the drop-down, select the time at which to run the report. The default setting is one hour from the current time.
  • Time Zone - From the drop-down, select the time zone in which to run the report. The default setting is the 's time zone of the user configuring the report.
  • Start Date - By default, the date on which the report starts running is the current date. You can modify the start date by entering a different date in the field. This is a required field.
  • End Date - Enter the date on which to stop running the report. This is a required field.

Schedule Weekly Report

Click the Weekly option in the Schedule drop-down. This enables the options to display below the drop-down for creating a report that runs weekly. Complete the following fields:

  • Schedule - Select Weekly from the drop-down.
  • Repeat Every - This field enables you to determine the report interval. For example, if "3" is the value in the field, then the report runs every three weeks. Enter the number of weeks in the Repeat Every field. The default value is "1." This is a required field.
  • On - Select the day on which the report will repeat. The default value is the current day of the week. This is a required field.
  • Start Time - From the drop-down, select the time at which to run the report. The default setting is one hour from the current time.
  • Time Zone - From the drop-down, select the time zone in which to run the report. The default setting is the time zone of the user configuring the report.
  • Start Date - By default, the date on which the report starts running is the current date. You can modify the start date by entering a different date in the field. This is a required field.
  • End Date - Enter the date on which to stop running the report. This is a required field.

Schedule Monthly Report

Click the Monthly option in the Schedule drop-down. This enables the options to display below the drop-down for creating a report that runs monthly. Complete the following fields:

  • Schedule - Select Monthly from the drop-down.
  • Repeat Every - This field enables you to determine the report interval. For example, if "3" is the value in the field, then the report runs every three months. Enter the number of months in the Repeat Every field. The default value is "1." This is a required field.
  • On - This field allows you to configure when the report will run.
    • Day - Select "Day" from the drop-down to run the report on a specific day of the month. This enables a numeric text box to display to the right of the drop-down. In the text box, enter the day of the month on which the report will run.
    • Note: If you would like a report to run on the last day of each month, select "Last" instead of entering a specific date. Otherwise, your report may not run, depending on the date you enter in the text box. For example, if you enter "31" as the date, then the report will only run when a month has 31 days.

    • First - Select "First" from the drop-down to run the report on the first <Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday> of the month.
    • Second - Select "Second" from the drop-down to run the report on the second <Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday> of the month.
    • Third - Select "Third" from the drop-down to run the report on the third <Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday> of the month.
    • Fourth - Select "Fourth" from the drop-down to run the report on the fourth <Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday> of the month.
    • Last - Select "Last" from the drop-down to run the report on the last <Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday> of the month.
  • Start Time - From the drop-down, select the time at which to run the report. The default setting is one hour from the current time.
  • Time Zone - From the drop-down, select the time zone in which to run the report. The default setting is the time zone of the user configuring the report.
  • Start Date - By default, the date on which the report starts running is the current date. You can modify the start date by entering a different date in the field. This is a required field.
  • End Date - Enter the date on which to stop running the report. This is a required field.

Summary

For each report type, the Summary section displays the report schedule. For all but the one-time report, the Summary section displays the date on which the report is scheduled to run next.

Share Report

The Schedule report for shared users also option allows you to share the scheduled report with the users/OUs that you have selected on the Sharing tab.

This option is only available when the following occurs:

  • The report is being shared with 20 or fewer users. If the report is being shared with more than 20 users, then this option is not available.
  • The Include Subordinates option is not selected for any user. If the Include Subordinates option is selected for any user or OU, then this option is not available.
  • A schedule has been set for the report. If a schedule is not set for the report (e.g., Occurs every 2 days), then this option is not available.

If the report is being shared and scheduled at the same time, then the report is scheduled for all users with whom the report is being shared.

Scheduled Report Idle after 30 Days

For reports that are scheduled to process daily or weekly, If the report output has not been accessed in the last 30 days, then the system stops processing the scheduled report until the user clicks one of the report output options, such as clicking the Excel icon. Once the user clicks the output option, the report will begin processing again on schedule.

FAQs

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