Reporting 2.0 Overview

Reporting 2.0 combines Standard and Custom Report functionality into a single tool. It provides a simple and intuitive way to build and use report templates to gather and deliver the information that matters most to every level of the organization.

Popular Topics   Training and Troubleshooting Resources
 
  • Updated! Reporting 2.0 Field Descriptions - Updated November 2021 - This Excel spreadsheet contains detailed field descriptions to help you determine which fields to include in a report. The list is 99% complete as of the October '21 release and will be updated when available with the final version. Currently, the list is in English only.
  • Reporting 2.0 Matrix - This knowledge article provides access to an Excel spreadsheet that addresses Reporting 2.0 limitations regarding amount of records, features, and other information.
  • Reporting 2.0 Learning Paths - Choose the Reporting 2.0 learning journey that's right for you.
  • Reporting 2.0 Adoption Kit Playlist - Use the resources in this playlist to get fully up and running with Cornerstone’s reporting functionality.
  • Let's Go with Reporting 2.0 Playlist - From Release Readiness Resources to the Reporting 2.0 Fundamentals, this playlist is curated to amplify your Reporting 2.0 knowledge and provides quick access to key training. Note: You must log in to the Success Center to access Playlists.
  • Custom Reports to Reporting 2.0 Migration Playlist - Resources to migrate custom reports to Reporting 2.0.
  • Knowledge Central - List of top knowledge articles for Reporting 2.0.

Click here to download the Reporting 2.0 Starter Guide.

 

Contents

The following information is available within this folder. Click a link to navigate directly to the appropriate topic: