Collaborate With Your Team - Reporting Workflows
Fernando Montenegro
23 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Reporting Workflow
2
Admins and Scorecard Admins can create Reporting Workflows to manage and track the reporting cycle. Once a Reporting Workflow has been created, ClearPoint users can then access their elements on their personal My Updates page.
3
- From the Control Panel click on **Automation** - Select **Reporting Workflows** - Click on the **Plus icon**
4
- Under **Name**, enter the name of the Reporting Workflow, in this example, ‘EOD Updates’. - Select the **Reporting Period** from the dropdown menu - Choose the **Start** and **End date** - This is the date range for which the Reporting Workflow is active for users
5
- Select the intended users under **Users To Include** - Under **Instructions**, you will include a set of directions that will guide users in making their updates.
6
- Navigate to the **Scorecards tab** - Select the **Scorecard** that contains the desired elements - Use **Include Linked Elements** to include any elements – such as Measures and Initiatives – that are linked to Objectives in the selected Scorecard
7
- Navigate to the **Elements tab** - Select the appropriate **elements** that you want to include in your workflow
8
- Navigate to the **Status tab** - Select the appropriate **Status** to be included in your workflow. - Once you are done with your configuration, click **Save**
9
You will find the newly created Reporting Workflow under Manage Workflows
Leveraging Workflow Emails
10
Workflow Emails make Reporting Workflows more effective by automating the reach-outs needed to remind end-users to make updates.
Setting up Workflow Emails
11
- From the Control Panel click on **Automation** - Select **Reporting Workflows** - Click on the **edit Pencil icon** to the right of the Reporting Workflow of your choice
12
- Navigate to the **Workflow Emails tab** - Click on the **Plus icon** - Under **Name**, you will see a prepopulated name that you can edit
13
- Under **Send Workflow Emails** To you can choose to send emails to all users in the workflow or only to those that have incomplete tasks - You can also send a copy of the email to the email addresses of your choice under **Copy Emails To** - You will also find a prepopulated **Subject** that you can modify
14
- The Body field will allow you to compose the message your users will receive - The tokens in the body of the email are dynamically filtered according to the recipient. - There are several tokens that can be used in the email body to easily create a custom email for every recipient: - **{FirstName}**: Recipient’s first name - **{LastName}**: Recipient’s last name - **{ReportingPeriod}**: Reporting Workflow’s reporting period - **{MyUpdatesLink}**: Provides a hyperlinked button to the My Updates page - **{ItemList**}: Lists all elements the user is responsible for in this workflow - **{Instructions}**: Inserts the Instructions field when the Reporting Workflow was set up - Once you are done with your configuration, click **Save**
Scheduling Workflow Emails
15
Workflow emails can be scheduled so that they go out to users exactly when needed. Note: Check out this Help Center article to learn more about [ClearPoint Schedules](https://support.clearpointstrategy.com/en/articles/6848541-managing-schedules)
16
- From the Control Panel click on **Automation** - Select **Reporting Workflows** - Click on the **edit Pencil icon** to the right of the Reporting Workflow of your choice
17
- Navigate to the **Workflow Emails tab** - Click on the **edit Pencil icon** - Navigate to the **Schedules tab** - Click on the **Plus icon**
18
- You will find a prepopulated **Schedule name** that you can modify - Select the **First Run Date** - Choose the **Run Time** - Once you are done, click **Save**
Managing Workflow Dashboard
19
The Workflow Dashboard provides great insight into reporting progress. For the reporting cycle, view the progress of users on their updates, analyze trends, and mark items as complete.
Navigating the Workflow Dashboard
20
- From the Control Panel click on **Automation** - Select **Reporting Workflows** - Locate the **Reporting Workflow** you are going to be working with - You can either click on the **Reporting Workflow** name or click the **three dots icon** and select **Preview Workflow**
21
- On the **Workflow Status tab** you can mark tasks as complete, reach out to specific users, and track reporting progress.
Using ‘My Updates’
22
Reporting Workflows pair effectively with [My Updates](https://support.clearpointstrategy.com/en/articles/8380855-getting-around-my-updates), which allows users to update all their assigned elements from defined workflows on one page. Users can view assigned tasks for specific reporting cycles with instructions written by their ClearPoint Administrator.
23
- From the Control Panel click on **My ClearPoint** - Click on **My Updates** - From here you can see the number of tasks completed, Mark tasks as completed, and move on to the next one.
Collaborate With Your Team - Reporting Workflows
Fernando Montenegro
23 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Reporting Workflow
2
Admins and Scorecard Admins can create Reporting Workflows to manage and track the reporting cycle. Once a Reporting Workflow has been created, ClearPoint users can then access their elements on their personal My Updates page.
3
- From the Control Panel click on **Automation** - Select **Reporting Workflows** - Click on the **Plus icon**
4
- Under **Name**, enter the name of the Reporting Workflow, in this example, ‘EOD Updates’. - Select the **Reporting Period** from the dropdown menu - Choose the **Start** and **End date** - This is the date range for which the Reporting Workflow is active for users
5
- Select the intended users under **Users To Include** - Under **Instructions**, you will include a set of directions that will guide users in making their updates.
6
- Navigate to the **Scorecards tab** - Select the **Scorecard** that contains the desired elements - Use **Include Linked Elements** to include any elements – such as Measures and Initiatives – that are linked to Objectives in the selected Scorecard
7
- Navigate to the **Elements tab** - Select the appropriate **elements** that you want to include in your workflow
8
- Navigate to the **Status tab** - Select the appropriate **Status** to be included in your workflow. - Once you are done with your configuration, click **Save**
9
You will find the newly created Reporting Workflow under Manage Workflows
Leveraging Workflow Emails
10
Workflow Emails make Reporting Workflows more effective by automating the reach-outs needed to remind end-users to make updates.
Setting up Workflow Emails
11
- From the Control Panel click on **Automation** - Select **Reporting Workflows** - Click on the **edit Pencil icon** to the right of the Reporting Workflow of your choice
12
- Navigate to the **Workflow Emails tab** - Click on the **Plus icon** - Under **Name**, you will see a prepopulated name that you can edit
13
- Under **Send Workflow Emails** To you can choose to send emails to all users in the workflow or only to those that have incomplete tasks - You can also send a copy of the email to the email addresses of your choice under **Copy Emails To** - You will also find a prepopulated **Subject** that you can modify
14
- The Body field will allow you to compose the message your users will receive - The tokens in the body of the email are dynamically filtered according to the recipient. - There are several tokens that can be used in the email body to easily create a custom email for every recipient: - **{FirstName}**: Recipient’s first name - **{LastName}**: Recipient’s last name - **{ReportingPeriod}**: Reporting Workflow’s reporting period - **{MyUpdatesLink}**: Provides a hyperlinked button to the My Updates page - **{ItemList**}: Lists all elements the user is responsible for in this workflow - **{Instructions}**: Inserts the Instructions field when the Reporting Workflow was set up - Once you are done with your configuration, click **Save**
Scheduling Workflow Emails
15
Workflow emails can be scheduled so that they go out to users exactly when needed. Note: Check out this Help Center article to learn more about [ClearPoint Schedules](https://support.clearpointstrategy.com/en/articles/6848541-managing-schedules)
16
- From the Control Panel click on **Automation** - Select **Reporting Workflows** - Click on the **edit Pencil icon** to the right of the Reporting Workflow of your choice
17
- Navigate to the **Workflow Emails tab** - Click on the **edit Pencil icon** - Navigate to the **Schedules tab** - Click on the **Plus icon**
18
- You will find a prepopulated **Schedule name** that you can modify - Select the **First Run Date** - Choose the **Run Time** - Once you are done, click **Save**
Managing Workflow Dashboard
19
The Workflow Dashboard provides great insight into reporting progress. For the reporting cycle, view the progress of users on their updates, analyze trends, and mark items as complete.
Navigating the Workflow Dashboard
20
- From the Control Panel click on **Automation** - Select **Reporting Workflows** - Locate the **Reporting Workflow** you are going to be working with - You can either click on the **Reporting Workflow** name or click the **three dots icon** and select **Preview Workflow**
21
- On the **Workflow Status tab** you can mark tasks as complete, reach out to specific users, and track reporting progress.
Using ‘My Updates’
22
Reporting Workflows pair effectively with [My Updates](https://support.clearpointstrategy.com/en/articles/8380855-getting-around-my-updates), which allows users to update all their assigned elements from defined workflows on one page. Users can view assigned tasks for specific reporting cycles with instructions written by their ClearPoint Administrator.
23
- From the Control Panel click on **My ClearPoint** - Click on **My Updates** - From here you can see the number of tasks completed, Mark tasks as completed, and move on to the next one.
