Automation & integration - Copying information forward from a previous period | Scribe

    Automation & integration - Copying information forward from a previous period

    • Fernando Montenegro |
    • 0 step |
    • 2 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Copy forward from an individual element or Detail Page

    - Select **Scorecard & Elements** from the Control Panel - Click on **Manage Elements** - Open **Measures** - Locate the **Measure** you are going to be working with, in this example, ‘Revenue’.
    Copy forward from the Detail Page - Click on the **edit Pencil icon** - Click on the **Copy Forward** button - The copy forward action will not overwrite information that is already in update fields
    Copy forward from an individual element - Double-click on the element, in this example, **Analysis** - Click the **Copy Forward** blue button - Confirm by clicking the **Copy Forward** button - Once you are done with your changes mark the **green checkmark** to **Save**

    Copy forward information for a Scorecard

    You can copy information across a Scorecard from one Reporting period to another one, it includes Statuses, Analysis and other information of your choice.
    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Click on **Scorecards** - Locate the **Scorecard** you are going to be working with, in this example, ‘Eastern Division’.
    - Click the **three dots icon** - Select **Copy Forward Scorecard**
    - Use the dropdown menus to select the **Source** and **Destination Period** - Mark the checkboxes of the elements you want to copy under **Elements to Copy** - Under **Data To Copy** mark the checkboxes of the data you want to copy - Once you are done with your selection, click the **Copy Forward button**
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