Create Custom Report - Select Report Type

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.

When creating a custom report you can select the report type by defining it on the Analytics page or by selecting the type in the report type field on the Custom Report Builder page.

The report types that are available to select are dependent upon the user's permission constraints.

Select Report Type from Analytics Page

From the Analytics page, click the New drop-down. This displays a list of custom report types that are available for you to create. Click the name of the custom report type. This opens the Custom Report Builder with the selected report type populated in the report type drop-down.

Select Report Type from Custom Report Builder Page

From the Custom Report Builder page, click the report type drop-down. This displays a list of custom report types that are available for you to create. Click the name of the custom report type. This refreshes the page to displays the fields that are available for the selected report type.

Changing the Report Type

You can change the report type at any time while creating a report. However, if at least one filter or field is defined for the current report type, the configurations for the current report type are not saved.

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