Enterprise Custom Report

Display all transactions in the system. If a purchase is made using a custom payment type, then the custom payment type appears within the report as a cost center.

To access the Enterprises, go to Reports > Standard Reports. From the Billing tab, select the Enterprise Custom link.


  • Date Criteria -filter your results based on Registration date range. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time).
  • Provider - filter the results for training from a specific training provider/vendor or select All for all training Providers/Vendors
  • Transaction Type - filter by Debit, Credit, Penalty or Adjustment
  • Group By - select to group report by Cost Center, Provider, User or Manager
  • Filter By - select currency to filter (If using Currency Conversion)
  • Convert To - select currency to which all monetary fields will be converted
  • Exchange Rate - select Client or Cornerstone


  • Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file