Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

Building a Summary Report for making updates

The first thing we’ll do is build a summary report for the updater to use. Summary reports provide a way to view or edit multiple elements at once, all from the same place. Creating a summary report that includes the fields users will need to update in ClearPoint is a great way to provide a seamless end user update experience. \
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Check out our Help Center article for detailed instructions on [Building a Summary Report for making updates](https://support.clearpointstrategy.com/en/articles/8835751-how-to-guides-building-a-summary-report-for-making-updates).

- Select **Elements & Reports** from the Control Panel
- Choose **Reports**
- Click on **Measure Reports**

- Click the **Plus icon** to add a new Measure Report
- Under **Report Name**, enter the name of the new report, in this example, ‘Measures to Update’.

- Navigate to the **Columns tab**
- Click **Add Column** and check the boxes next to the fields that should be updated for the reporting period.
  - For this example, we are going to include
    - **Analysis**
    - **Series Names**
    - **Series Status**
    - **Complete**
    - **Owner**
  - Once you are done with your selection, click **Save**

- Navigate to the **Filter tab**
- Click on **Add Filter**
  - For this example, we are going to use
    - **Measure** as the **Element**
    - **Owner** as the **Field**
    - **Comparison** will be **Equals**
    - **Current user** as the **Value**
  - Once you are done with your filter, click **Save**

- Once you are done with your Summary Report, click **Save**
- You will find the newly created Summary Report under **Manage Reports**

After creating the update summary report, we can provide a new home for our summary report at the scorecard level. This will make our update summary report easier to find and more user friendly. Scorecard Summary Reports can serve as the point of entry for users in the tool as well as a great way to make their updates without having to navigate all over.

Check out our Help Center article for detailed instructions on [Setting up a Scorecard landing page](https://support.clearpointstrategy.com/en/articles/8563462-summary-reports-setting-up-a-scorecard-landing-page).

- Select **Elements & Reports** from the Control Panel
- Choose **Scorecards**
- Locate the **Scorecard** you are going to be working with, in this example, ‘Scorecard Template’.

- Click the **dropdown menu** next to the edit Pencil icon
- Select **Edit Layout**
- Locate **Measure Updates** on the left panel
- Click the **Plus icon**

- **Drag and drop Measure Updates** to the desired location
- Click **Save** on Scorecard Layout

- Double-click on **Measure Updates**
- Click on **Select Report**
- Use the dropdown menus to select the **Scorecard**, **Element Type**, and **Report**
- Click **Save** on Select Report

- Mark the green checkbox to **Save** your changes
- Feel free to add any other relevant fields to the scorecard summary report, including a text box with instructions for your end users on how to make their updates. Now they have everything they need – all conveniently located on one page!

To make navigation even easier for end users, make the scorecard summary report the home page for the users that will benefit from it.  That way, when they log in, users will immediately see the summary report(s) with the elements they need to update and can do so right from that page!

Access Control - Creating an easy update experience for end users

Building a Summary Report for making updates

Setting up a Scorecard landing page

Setting Home pages in ClearPoint