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.
Curtis Simms is the Vice President of Division 01 and needs to view training summaries and percentages of progress across the division. The breakdown of the division is provided below.
For this example, the Training Cashier Curriculum was assigned to all 10,000 employees in Division 01 and their progress is as follows:
| Division | Status | Number of employees |
|---|---|---|
| Division 01 | Completed | 5000 |
| In Progress | 3000 | |
| Not Started | 1500 | |
| Past Due | 500 | |
| Region 1 | Completed | 2500 |
| In Progress | 1500 | |
| Not Started | 750 | |
| Past Due | 250 | |
| Region 2 | Completed | 2500 |
| In Progress | 1500 | |
| Not Started | 750 | |
| Past Due | 250 | |
| District 1 | Completed | 1250 |
| In Progress | 750 | |
| Not Started | 375 | |
| Past Due | 125 | |
| District 2 | Completed | 1250 |
| In Progress | 750 | |
| Not Started | 375 | |
| Past Due | 125 |
Example 1
Fields Selected:
Summarized By:
- Training Title
- User's Division
- Transcript Status
Filter:
- Training Title is equal to Cashier Curriculum
- User's Division is equal to Division 01 and Include Subordinates is selected
Miscellaneous Fields:
- Overall Percentage
- Hierarchical Percentage
Note: The percentages break down the number of employees in a transcript status in each division.
Example 2
Fields Selected:
- User Name
- User's Division
- Transcript Status
- Record Count
Summarized By:
- Training Title
- User's Division - View as Hierarchy
- Transcript Status
Filter:
- Training Title is equal to Cashier Curriculum
- User's Division is equal to Division 01 and Include Subordinates is selected
Miscellaneous Fields:
- Overall Percentage
- Hierarchical Percentage
Example 3
Fields Selected:
- User Name
- User's Division
- Transcript Status
- Record Count
Summarized By:
- Training Title - Display Percentage
- User's Division - View as Hierarchy, Display Percentage
- Transcript Status
Filter:
- Training Title is equal to Cashier Curriculum
- User's Division is equal to Division 01 and Include Subordinates is selected
Miscellaneous Fields:
- Overall Percentage
- Hierarchical Percentage
Note: Percent of Training Title displays percentages based on the total record counts for each training title in the report. Percent of User Division displays percentages based on the total record counts for each division in the report.