Cornerstone Core Specialist Certification Practice Test

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Which action must an administrator take before changing a report type in Reporting 2.0?

Consult user feedback about the report.

Review the report's previous versions before resetting.

Notify affected users that changes will be made.

Notifying affected users that changes will be made is a crucial action for an administrator before changing a report type in Reporting 2.0. This step ensures that users who rely on the report are aware of the modifications, which can impact how they view and interpret the data. Communication helps mitigate confusion or disruptions in workflow that may arise from changes to familiar reports.

Ensuring that users are informed allows them to prepare for any adjustments they may need to make in their processes or analysis. It also provides an opportunity for users to offer additional input, which can be valuable in making the changes as effective as possible.

While consulting user feedback, reviewing previous report versions, and checking field and filter settings are important practices in managing reports, they do not address the immediate need to inform users about upcoming changes. User notification directly centers on maintaining engagement and transparency, which is essential for effective reporting management.

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Ensure all necessary fields and filters are set correctly.

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