ClearPoint Setup - Managing Reporting Periods
Fernando Montenegro
18 steps
4 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Reporting Period
2
In this example we are going to add the Reporting Period for January 2024.
3
- From the Control Panel click on **System Settings** - Select **Reporting Periods** - Click on the **Plus icon**
4
- Under Period Name, enter the name of the new reporting period, in this example, ‘Jan-24’. - We recommend adding the period labeled with the abbreviated month and year, for example, the January 2024 period would be “Jan-24”.
5
- Select a **Period Date** from the calendar menu - This should correspond to the last day of the period (e.g., 1/31/24 for January 2024). - We root the reporting period in the last day of the month because it generally would not make sense to report out on a month that has not finished yet. - We recommend that your base reporting periods be months (you can then use these to report quarterly, annually, etc.).
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- Navigate to the **Scorecards tab** - Mark the checkboxes next to the **Scorecards** you want to apply these Reporting Periods to. - If nothing is selected, this period will be available in all Scorecards.
7
Note: Whenever possible, do not make reporting periods scorecard-specific. This will make period management easier going forward.
Adding multiple Reporting Periods
Creating the period spreadsheet in Excel
8
In Excel, enter the period labels (e.g., ‘Feb-24’) in one column and the corresponding period end-dates (e.g., 2/29/23) in the next column. Keep in mind that each period must have a unique end date. Note: It helps to set the first column of data type as Text, so that Excel does not automatically change the format from Feb-24 to 24-Feb.
Adding multiple periods in ClearPoint
9
- From the Control Panel click on **System Settings** - Select **Reporting Periods** - Click on the **dropdown menu** next to the Plus icon - Select **Add Multiple**
10
- Place your cursor on the first cell of the **Period Names** grid, and use the keyboard shortcut Ctrl+V to paste the values from the Excel sheet into the grid.
11
- Navigate to the **Scorecards tab** - Mark the checkboxes next to the **Scorecards** you want to apply these Reporting Periods to. - If nothing is selected, this period will be available in all Scorecards. - Once you are done with your changes, click **Save** - You will be prompted to confirm the Period creation
12
Note: Unless there is a particular reason you want to restrict the periods to certain scorecards, it is simplest to leave none selected. That way, the periods will be available automatically in newly added scorecards.
Locking periods
13
Locking a reporting period prevents further changes from being made to the data and update fields for that period. This function allows administrators to monitor data entry and late entries after the end of a reporting period. You can lock a period globally, or you can schedule the period to lock automatically on a by-scorecard basis.
Locking periods globally
14
- From the Control Panel click on **System Settings** - Select **Reporting Periods** - Click the edit **Pencil icon** next to the desired period - Mark the checkbox next to **Locked Period** - Once you are done with your changes, click **Save** - This will lock the period in all scorecards
Schedule period to Lock by Scorecard
15
- From the Control Panel click on **System Settings** - Select **Reporting Periods** - Click the **edit Pencil icon** next to the desired period
16
- Navigate to the **Auto Period Locking tab** - Specify a date across all scorecards under **Set for All Scorecards** - Click on **Copy to All Scorecards** - Once you are done with your changes, click **Save**
Period options
17
- From the Control Panel click on **System Settings** - Select **Reporting Periods** - Click the **edit Pencil icon** next to the desired period
18
- In the **Period** edit window, you will see all the period options: - **Lock Period**, prevents further changes from being made to the data and update fields for that period. - **Default Period** means that users will see this period when they log into the system. - If no default period is selected, ClearPoint will display the most recently completed period when users log in. - **Hidden Period** hides the period everywhere except the Reporting Periods page in ClearPoint. That means it will be hidden from the Period Selector, hidden from all measure data tables, and will not be used in calculations. - Hidden periods are helpful when you don’t want users to be able to access either historic periods or future periods. - **Non-Reporting Period** hides the period only from the Period Selector. - You will still be able to use this period in data tables and reporting frequencies. - Non-reporting periods are useful if you are reporting on something more frequently than monthly but do not want it to apply to the whole account. - If you are reporting on a specific item in your account biweekly, for example, you may make biweekly periods and mark them as Non-Reporting Periods. In this instance, you would still see the biweekly periods in a data table in order to input your data, but it would not clutter and confuse the period selector with additional periods on top of monthly.
ClearPoint Setup - Managing Reporting Periods
Fernando Montenegro
18 steps
4 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Reporting Period
2
In this example we are going to add the Reporting Period for January 2024.
3
- From the Control Panel click on **System Settings** - Select **Reporting Periods** - Click on the **Plus icon**
4
- Under Period Name, enter the name of the new reporting period, in this example, ‘Jan-24’. - We recommend adding the period labeled with the abbreviated month and year, for example, the January 2024 period would be “Jan-24”.
5
- Select a **Period Date** from the calendar menu - This should correspond to the last day of the period (e.g., 1/31/24 for January 2024). - We root the reporting period in the last day of the month because it generally would not make sense to report out on a month that has not finished yet. - We recommend that your base reporting periods be months (you can then use these to report quarterly, annually, etc.).
6
- Navigate to the **Scorecards tab** - Mark the checkboxes next to the **Scorecards** you want to apply these Reporting Periods to. - If nothing is selected, this period will be available in all Scorecards.
7
Note: Whenever possible, do not make reporting periods scorecard-specific. This will make period management easier going forward.
Adding multiple Reporting Periods
Creating the period spreadsheet in Excel
8
In Excel, enter the period labels (e.g., ‘Feb-24’) in one column and the corresponding period end-dates (e.g., 2/29/23) in the next column. Keep in mind that each period must have a unique end date. Note: It helps to set the first column of data type as Text, so that Excel does not automatically change the format from Feb-24 to 24-Feb.
Adding multiple periods in ClearPoint
9
- From the Control Panel click on **System Settings** - Select **Reporting Periods** - Click on the **dropdown menu** next to the Plus icon - Select **Add Multiple**
10
- Place your cursor on the first cell of the **Period Names** grid, and use the keyboard shortcut Ctrl+V to paste the values from the Excel sheet into the grid.
11
- Navigate to the **Scorecards tab** - Mark the checkboxes next to the **Scorecards** you want to apply these Reporting Periods to. - If nothing is selected, this period will be available in all Scorecards. - Once you are done with your changes, click **Save** - You will be prompted to confirm the Period creation
12
Note: Unless there is a particular reason you want to restrict the periods to certain scorecards, it is simplest to leave none selected. That way, the periods will be available automatically in newly added scorecards.
Locking periods
13
Locking a reporting period prevents further changes from being made to the data and update fields for that period. This function allows administrators to monitor data entry and late entries after the end of a reporting period. You can lock a period globally, or you can schedule the period to lock automatically on a by-scorecard basis.
Locking periods globally
14
- From the Control Panel click on **System Settings** - Select **Reporting Periods** - Click the edit **Pencil icon** next to the desired period - Mark the checkbox next to **Locked Period** - Once you are done with your changes, click **Save** - This will lock the period in all scorecards
Schedule period to Lock by Scorecard
15
- From the Control Panel click on **System Settings** - Select **Reporting Periods** - Click the **edit Pencil icon** next to the desired period
16
- Navigate to the **Auto Period Locking tab** - Specify a date across all scorecards under **Set for All Scorecards** - Click on **Copy to All Scorecards** - Once you are done with your changes, click **Save**
Period options
17
- From the Control Panel click on **System Settings** - Select **Reporting Periods** - Click the **edit Pencil icon** next to the desired period
18
- In the **Period** edit window, you will see all the period options: - **Lock Period**, prevents further changes from being made to the data and update fields for that period. - **Default Period** means that users will see this period when they log into the system. - If no default period is selected, ClearPoint will display the most recently completed period when users log in. - **Hidden Period** hides the period everywhere except the Reporting Periods page in ClearPoint. That means it will be hidden from the Period Selector, hidden from all measure data tables, and will not be used in calculations. - Hidden periods are helpful when you don’t want users to be able to access either historic periods or future periods. - **Non-Reporting Period** hides the period only from the Period Selector. - You will still be able to use this period in data tables and reporting frequencies. - Non-reporting periods are useful if you are reporting on something more frequently than monthly but do not want it to apply to the whole account. - If you are reporting on a specific item in your account biweekly, for example, you may make biweekly periods and mark them as Non-Reporting Periods. In this instance, you would still see the biweekly periods in a data table in order to input your data, but it would not clutter and confuse the period selector with additional periods on top of monthly.
