Create Custom Report - Sharing 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 Sharing tab enables you to define the users with whom to share the report. The selected users cannot modify or edit the report. The selected users must have the appropriate permissions to view the custom report.

Share Report

To share the report:

  1. Click the Select Criteria drop-down. This displays the OUs from which you can select to view the report.
  2. Select an OU. This enables the Select icon to appear to the right of the Select Criteria drop-down.
  3. Click the Select icon . This opens the Select [OU Name] pop-up. Note: If "User" is selected in the Select Criteria drop-down, then the Select User pop-up opens.
  4. Click the Add icon to the left of the OU name. Note: If "User" is selected in the Select Criteria drop-down, then select the individual users with whom to share the report.
  5. Click Done. This closes the pop-up and adds the selections to the Sharing tab.

For shared reports, the data is refreshed once per day, which is the same rate as the refresh rate for the report that the report creator sees.

Frequently Asked Questions (FAQs)