Reporting 2.0 includes system report templates that are modeled after the most commonly-generated reports so that you can quickly and easily create reports that contain essential
These templates are intended to be a starting place for managers or administrators to copy and customize to meet the needs of their organization.
- Templates cannot be deleted or edited. Templates can be copied, and once the template is copied, you can edit the settings such as fields and filters.
- Templates will show Cornerstone Administrator as the owner.
- More templates will be added in future releases.
The following templates are available:
How to Use Templates
Pre-built templates are available from the Reporting 2.0 homepage by clicking thelink. This will open a list of templates that are available to you.
Users must have the Reporting - System Templates permission in order to create templates. All templates will be available for users with this permission, based on the functionality that is enabled in the portal. For example, Performance templates are only available in portals that have Performance enabled.
To use a template, simply open the template from the System Templates page, and the report results will display at the bottom of the page. The fields and filter values will be pre-populated.
The following images show the Past Due report template. The pre-selected filters display at the top, and the report results automatically populate at the bottom of the page.
Frequently Asked Questions
The templates themselves cannot be modified, meaning that the fields cannot be deleted and new fields cannot be added. Filters cannot be added or deleted. The name and description cannot be changed.
However, you can copy the template, which will essentially create a new report and allow you to modify the new report by adding/removing fields and filters and making any other desired changes.
Can users I share the template report with make changes to the template?
No. The report you share that was created using a template cannot be modified by shared users.
If you will not need to customize templates and would like all users to have the latest version of the template (depending on enhancements as part of quarterly and patch releases), you can:
- Share the template with other users.
- Grant the Reporting - System Templates permission to users who should have access to all templates.