Getting Started Guide - Introduction to Summary Reports
This article provides an introduction to Summary Reports.
Fernando Montenegro
15 steps
30 seconds
Clearpointstrategy
1
Summary reports consolidate information across multiple elements, pulling relevant fields and information into one comprehensive view.
Accessing Summary Reports
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1. From the left navigation, click **Reports**. 2. Choose the type of Summary Report you want to view (Objectives, Measures, Initiatives, etc.).
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By default, every scorecard includes a few standard Summary Reports for each element type. These reports list all elements in the scorecard along with key fields like Owner and Analysis. The default layout for each element type follows a similar structure—showing relevant fields for that type. Each element type also has alignment matrices that show parent–child relationships across scorecards, helping you see how your strategy cascades through the organization.
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Note: Alignment Reports display how elements relate to parent or child scorecards. These reports populate automatically based on linkages set on each element, which can help clarify strategic alignment across levels of the organization.
Default Reports
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**Objective Reports** - Include all Objectives within a scorecard plus key fields like Owner and Analysis.
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**Dashboard Reports** 1. Click **Measure Reports**. 2. Select **Dashboard**. These are measure-specific reports that display all the charts from measures in the scorecard.
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**Gantt Chart Reports** 1. Click **Initiative Reports**. 2. Select **Gantt Chart**. - These are initiative-specific reports that combine initiatives and their milestones into one visual timeline.
Custom Reports
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1. Click the **+ icon** to create a new report. 2. Enter a name for your report. 3. Select a **Report Type** from the dropdown. 4. Click **Save** to create the report. Note: You do not need to select a report template to proceed; however, if your account has saved templates, you may choose one to apply a predefined structure.
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**Adding Columns** 1. On the Reports page, click the kebab menu (⋮) next to your new report. 2. Select Edit Report.
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1. In the **Add Column** area, use the dropdowns to select which element type and fields to include (e.g., Measures, Analysis, Owner). You can also add linked element fields (e.g., Initiatives → Percent Complete). 2. Click **Add Column**. 3. Click **Save**.
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1. Columns can be reordered by drag-and-drop. 2. Adjust column width inline. 3. Click the kebab menu (⋮) on the report for column customization settings.
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**Filters (Professional & Enterprise Plans)** 1. Navigate to the **Filter** tab. 2. Click **Add Filter**.
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1. From the **Filter Type dropdown**, choose how multiple filters are applied: - **AND**: Include elements that match all filters (all conditions must be true). - **OR**: Include elements that match at least one filter (any condition can be true). 2. Choose a field (e.g., Status). 3. Select a comparison (e.g., Equals). 4. Choose a value (e.g., Below Plan). 5. Click **Save**. This filter ensures the report shows only measures that meet the chosen criteria, while still including key fields like Analysis, Owner, and related initiatives.
Interacting with Summary Reports
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**Inline editing**: Click the Edit Pencil icon. 1. **Sort columns** by clicking on the column headers. 2. **Search** for keywords using the search bar.
Exporting Summary Reports
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1. Click the kebab menu (⋮) in the top right corner of the report. 2. Select one of the following options: **Export to PDF, Export to Excel, or Email Page**.
Getting Started Guide - Introduction to Summary Reports
This article provides an introduction to Summary Reports.
Fernando Montenegro
15 steps
30 seconds
Clearpointstrategy
1
Summary reports consolidate information across multiple elements, pulling relevant fields and information into one comprehensive view.
Accessing Summary Reports
2
1. From the left navigation, click **Reports**. 2. Choose the type of Summary Report you want to view (Objectives, Measures, Initiatives, etc.).
3
By default, every scorecard includes a few standard Summary Reports for each element type. These reports list all elements in the scorecard along with key fields like Owner and Analysis. The default layout for each element type follows a similar structure—showing relevant fields for that type. Each element type also has alignment matrices that show parent–child relationships across scorecards, helping you see how your strategy cascades through the organization.
4
Note: Alignment Reports display how elements relate to parent or child scorecards. These reports populate automatically based on linkages set on each element, which can help clarify strategic alignment across levels of the organization.
Default Reports
5
**Objective Reports** - Include all Objectives within a scorecard plus key fields like Owner and Analysis.
6
**Dashboard Reports** 1. Click **Measure Reports**. 2. Select **Dashboard**. These are measure-specific reports that display all the charts from measures in the scorecard.
7
**Gantt Chart Reports** 1. Click **Initiative Reports**. 2. Select **Gantt Chart**. - These are initiative-specific reports that combine initiatives and their milestones into one visual timeline.
Custom Reports
8
1. Click the **+ icon** to create a new report. 2. Enter a name for your report. 3. Select a **Report Type** from the dropdown. 4. Click **Save** to create the report. Note: You do not need to select a report template to proceed; however, if your account has saved templates, you may choose one to apply a predefined structure.
9
**Adding Columns** 1. On the Reports page, click the kebab menu (⋮) next to your new report. 2. Select Edit Report.
10
1. In the **Add Column** area, use the dropdowns to select which element type and fields to include (e.g., Measures, Analysis, Owner). You can also add linked element fields (e.g., Initiatives → Percent Complete). 2. Click **Add Column**. 3. Click **Save**.
11
1. Columns can be reordered by drag-and-drop. 2. Adjust column width inline. 3. Click the kebab menu (⋮) on the report for column customization settings.
12
**Filters (Professional & Enterprise Plans)** 1. Navigate to the **Filter** tab. 2. Click **Add Filter**.
13
1. From the **Filter Type dropdown**, choose how multiple filters are applied: - **AND**: Include elements that match all filters (all conditions must be true). - **OR**: Include elements that match at least one filter (any condition can be true). 2. Choose a field (e.g., Status). 3. Select a comparison (e.g., Equals). 4. Choose a value (e.g., Below Plan). 5. Click **Save**. This filter ensures the report shows only measures that meet the chosen criteria, while still including key fields like Analysis, Owner, and related initiatives.
Interacting with Summary Reports
14
**Inline editing**: Click the Edit Pencil icon. 1. **Sort columns** by clicking on the column headers. 2. **Search** for keywords using the search bar.
Exporting Summary Reports
15
1. Click the kebab menu (⋮) in the top right corner of the report. 2. Select one of the following options: **Export to PDF, Export to Excel, or Email Page**.
