Organization Report

Description: A user report that details accounts demographics. Use this report to know who is in the system.

1. Go to Reports > Custom Reports

2. Locate the Daily Metric Accounts report. Select the down-arrow and click Excel to export the report.

To make any changes to this report, select Copy and make the required changes. Note: You can only Edit reports that you created yourself, therefore your only option here is to create a Copy and edit that.

3. Open the Excel file and perform the required analysis.

To understand which firms or organizations a user belongs to, both the “Organization Name” and “Organization1” column contain the user’s input.

a. Organization1 – is a selection field where a user chooses their OU data (Organization Unit) from a list of predefined firms.

b. Organization Name – is a required open text field where a user will enter information if they cannot find their firm in the list. If they do find their firm name listed, they are instructed to enter “N/A.”

c. Organization – This field hidden from user’s and was created for System Admins to curate or clean this information. It will only contain information if System Admins add data.

You will want to compare and combine the two input fields (“Organization1” and “Organization Name”) to get the best representation of information.

Enterprise Quarterly Report

Description: A transcript report provided by a hosting organization or Enterprise customer. Request this report on a quarterly basis to provide an accurate accounting of enrollments and completions.

1. Email the Enterprise contact at least a week before the end of the quarter, requesting usage data of their organization’s MuniEdPro courses. This must include both the enrollments and completions by course.

2. Given the variety of sources, this information may come in various formats – form a simple email or a larger Excel file.

3. Include these totals in Monthly reports or as requested.

Ad Hoc Report

Description: Any custom system report.

1. Go to Reports > Custom Reports

2. Depending on the nature of the request, locate the appropriate report or reports needed to gather the information needed.

3. While the reports listed above will provide most of the data required, it is possible that additional information or a new report format is desired. To make any changes to the above reports, select Copy and make the required changes. Note: You can only Edit reports that you created yourself.

4. Select the type of report you want to create. This serves to direct the scope of the data pulled. For example, an Account or Organization report is a “User Report” type and therefore uses account information as the foundation of the pull.

Cornerstone is capable of pulling information from one source. For example, a transaction report is only going to supply data based on transactions and will not include information about users that have not participated in a transaction (i.e.; taken a course).

5. To add a new field to a report, search for the desired field. Double click the appropriate result to add the field to the report or simply drag and drop the field to the report.

When adding fields to a report, be sure that you are getting the correct data since many fields are similarly named. Some trial and error is often required to ensure the data you are collecting is in fact the information you want.

6. You may apply any filters to further focus the data pull, by entering the field or OU constraints below. In general, you may want avoid using filters at first, since these can easily be replicated in Excel and will best ensure you have clean data pull to start with.

7. You can share your report by selecting from the criteria below. A shared report cannot be edited by anyone but its creator.

8. To schedule a report to run automatically a set interval, select the schedule tab and set your criteria. The report below is set to run every day, at midnight, indefinitely.

9. To see if you are receiving the desired results, click Refresh. Additionally, you may select Actions > Excel Preview to view the report in Excel.

10. Once complete, click Save and Close.