Summary Reports - Managing Summary Reports
Fernando Montenegro
24 steps
6 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating and editing a Summary Report
2
Knowing both the basics and more advanced options available to create and customize Summary Reports can be incredibly valuable when you want to have a variety of reports for different purposes or audiences. \ \ You have the ability to create a high-level Summary Report for leadership and also create a more granular department-level report for specific teams. Regardless of your goals, knowing the ins and outs of Summary Reports is one of the most valuable pieces of information to understand in ClearPoint.
3
For this example, we will create and edit a Measure Summary Report.
4
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measure Reports**\ Click on the **Plus icon**
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Under **Report Name**, enter the name of the new Measure Report, in this example, ‘Matrix Central Division’. We are going to use **Standard Report** as the Report Type\ A **Standard Report** allows you to set measure fields as each column. This is the most common type of summary report.\ An **Alignment Matrix** shows the relationship between measures and the measures they are linked to in child scorecards.\ A **Dashboard** report shows all selected charts.
6
Choose **Global Report** under Access Type\ For **Access Type**, you have the following options\ **Global Reports** can be seen by all users with access to the Scorecard\ **Private Reports** can only be seen by the creator of the report\ **Hidden Reports** users can hide reports to focus on relevant ones without deleting them. You can also hide a report when creating reference reports.\ \ Under **Table Style**, you can use the dropdown menu to assign a custom style to your report, in this example, ‘Blue’.\ You can check **Hide page title on exported reports** to remove the name of the report from any PDF export.\ Once you are done with your changes, click **Save**
7
You will find your newly created report under **Measure Reports**
Columns tab – Selecting fields to include in the report
8
After adding the report, we can now select the columns we want the report to display. In ClearPoint, you can add columns from any element type to the report, regardless of the element type of the report.
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Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measures Reports**\ Select the report you are going to be working with, in this example, ‘Matrix Central Division’.\ Click on the **edit Pencil icon**
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Navigate to the **Columns tab**\ Click on **Add column** to add additional fields to the report\ Check the boxes next to the **field names** to include them
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Use the tabs at the top to toggle between Element Types and select fields related to those Elements as well.\ Fields can be filtered by searching in the **Filter Fields search bar** or using the **dropdown menu** to filter by certain field types.\ Once you are done with your selection, click **Save**
12
You will find your newly created report under Measure Reports
Columns tab – Standard Options
13
After adding your columns, there are several Standard Options you can adjust.
14
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measure Reports**\ Select the report you are going to be working with, in this example, ‘Matrix Central Division’.\ Click on the **edit Pencil icon**\ Navigate to the **Columns tab**
15
**Drag and drop** the columns to adjust the ordering\ Under **Column Header**, type in the box to provide a custom name for a field for this particular report, in this example, ‘Metrics’.
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Under **Width**, type integers in the box to adjust the width of each column in the report. The other widths will automatically adjust so that the full width of the report is 100% of the screen or page size.
17
You can remove a Column from the report by clicking the **‘x’ icon**\ Lastly, you can use the **Group By** section to indicate which element the report will be based on. In other words, the element linkages displayed in the report will be based on the element that the report is grouped by.\ Once you are done with your changes, click **Save**
18
You will find your newly created report under Measure Reports
Columns tab – Advanced Options
19
There are also a few advanced options on the Columns tab to customize your report further. \ These advanced options can be applied to individual columns.
20
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measure Reports**\ Select the report you are going to be working with, in this example, ‘Matrix Central Division’.\ Click on the **edit Pencil icon**\ Navigate to the **Columns tab**
21
Check the box next to **Show Advanced Options** to view further customization\ Under **Min Pixel Width**, type in the pixel width to adjust the minimum pixel width of the report. If you check the box next to **Full Width** for a column, it will span across the top of the report.
22
Use the **Style dropdown menu** to customize the table style for individual columns.\ Check the box next to **Show Owner** or **Hide Status** to control this at the individual column level.\ Use the **Reporting Frequency dropdown menu** to display periods by reporting frequency.
23
Under **Periods to Display**, you can indicate how many periods of data to show for the individual column. This option can be applied to any update fields included in the report and is a great way to show trends over time.\ Once you are done with your changes, click **Save**
24
You will find your newly created report under Measure Reports
Summary Reports - Managing Summary Reports
Fernando Montenegro
24 steps
6 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating and editing a Summary Report
2
Knowing both the basics and more advanced options available to create and customize Summary Reports can be incredibly valuable when you want to have a variety of reports for different purposes or audiences. \ \ You have the ability to create a high-level Summary Report for leadership and also create a more granular department-level report for specific teams. Regardless of your goals, knowing the ins and outs of Summary Reports is one of the most valuable pieces of information to understand in ClearPoint.
3
For this example, we will create and edit a Measure Summary Report.
4
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measure Reports**\ Click on the **Plus icon**
5
Under **Report Name**, enter the name of the new Measure Report, in this example, ‘Matrix Central Division’. We are going to use **Standard Report** as the Report Type\ A **Standard Report** allows you to set measure fields as each column. This is the most common type of summary report.\ An **Alignment Matrix** shows the relationship between measures and the measures they are linked to in child scorecards.\ A **Dashboard** report shows all selected charts.
6
Choose **Global Report** under Access Type\ For **Access Type**, you have the following options\ **Global Reports** can be seen by all users with access to the Scorecard\ **Private Reports** can only be seen by the creator of the report\ **Hidden Reports** users can hide reports to focus on relevant ones without deleting them. You can also hide a report when creating reference reports.\ \ Under **Table Style**, you can use the dropdown menu to assign a custom style to your report, in this example, ‘Blue’.\ You can check **Hide page title on exported reports** to remove the name of the report from any PDF export.\ Once you are done with your changes, click **Save**
7
You will find your newly created report under **Measure Reports**
Columns tab – Selecting fields to include in the report
8
After adding the report, we can now select the columns we want the report to display. In ClearPoint, you can add columns from any element type to the report, regardless of the element type of the report.
9
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measures Reports**\ Select the report you are going to be working with, in this example, ‘Matrix Central Division’.\ Click on the **edit Pencil icon**
10
Navigate to the **Columns tab**\ Click on **Add column** to add additional fields to the report\ Check the boxes next to the **field names** to include them
11
Use the tabs at the top to toggle between Element Types and select fields related to those Elements as well.\ Fields can be filtered by searching in the **Filter Fields search bar** or using the **dropdown menu** to filter by certain field types.\ Once you are done with your selection, click **Save**
12
You will find your newly created report under Measure Reports
Columns tab – Standard Options
13
After adding your columns, there are several Standard Options you can adjust.
14
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measure Reports**\ Select the report you are going to be working with, in this example, ‘Matrix Central Division’.\ Click on the **edit Pencil icon**\ Navigate to the **Columns tab**
15
**Drag and drop** the columns to adjust the ordering\ Under **Column Header**, type in the box to provide a custom name for a field for this particular report, in this example, ‘Metrics’.
16
Under **Width**, type integers in the box to adjust the width of each column in the report. The other widths will automatically adjust so that the full width of the report is 100% of the screen or page size.
17
You can remove a Column from the report by clicking the **‘x’ icon**\ Lastly, you can use the **Group By** section to indicate which element the report will be based on. In other words, the element linkages displayed in the report will be based on the element that the report is grouped by.\ Once you are done with your changes, click **Save**
18
You will find your newly created report under Measure Reports
Columns tab – Advanced Options
19
There are also a few advanced options on the Columns tab to customize your report further. \ These advanced options can be applied to individual columns.
20
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measure Reports**\ Select the report you are going to be working with, in this example, ‘Matrix Central Division’.\ Click on the **edit Pencil icon**\ Navigate to the **Columns tab**
21
Check the box next to **Show Advanced Options** to view further customization\ Under **Min Pixel Width**, type in the pixel width to adjust the minimum pixel width of the report. If you check the box next to **Full Width** for a column, it will span across the top of the report.
22
Use the **Style dropdown menu** to customize the table style for individual columns.\ Check the box next to **Show Owner** or **Hide Status** to control this at the individual column level.\ Use the **Reporting Frequency dropdown menu** to display periods by reporting frequency.
23
Under **Periods to Display**, you can indicate how many periods of data to show for the individual column. This option can be applied to any update fields included in the report and is a great way to show trends over time.\ Once you are done with your changes, click **Save**
24
You will find your newly created report under Measure Reports
