Create Custom Report - User/OU Filters

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 User/OU Filters tab enables you to filter the results by user and OU criteria. The selected criteria filter the results to display only the results that apply to the criteria.

To filter by user/OU, select the user or OU criteria from the drop-down in the Select Criteria field. Then, click the Select icon in the drop-down to select the user or OU filter. This adds the filter to the User Criteria section. The number of filter criteria selected displays in parentheses above the drop-down. Check the Include Subordinates box to include subordinates.

To view the results in the report preview, click the Refresh button. This updates the report preview panel with the matching results.