Care Packages - Summary Reports Care Package | Scribe

    Care Packages - Summary Reports Care Package

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

    What is it?

    Summary Reports are at the core of reporting management and ClearPoint. Our horizontal interface allows users to easily visualize what their reports will look like as they are creating and building the report in ClearPoint. With Summary Reports, users can include fields and columns across all element types and can easily customize fields and columns. Including or excluding status indicators, including owner inline, and customizing table styles is all simple to do with ClearPoint’s Summary Reports. Users can filter by series, create full width columns, and display a certain number of periods of data.

    Why does it matter?

    Summary Reports are a snapshot of an individual organization’s strategic progress – and we believe they should feel and look specific to each organization’s reporting style. For this reason, our Summary Reports allow for customization while maintaining a clean and intuitive experience. Users can create reports they are proud to share with their leadership team (and reports they know their leadership team is looking for!). Our Summary Reports help users display the data they need in an easily digested, informative format.

    How does it work?

    Users can add fields from any element type to create a summary view. Certain fields can even be displayed over time to ensure you get the perfect summary view! Please visit our Help Center article on Managing Summary Reports for detailed instructions.
    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Click on **Measure Reports**
    - Click the **Plus icon** to add a new Measure Report - Under **Report Name**, enter the name of the new Measure Report, in this example, ‘Fuel efficiency’.
    - Navigate to the **Columns tab** - Click on **Add Column** - Mark the checkboxes next to the **Elements** you wish to add - Once you are done with your selection, click **Save**
    - You can change the **Column Header** - Remove an **Element** by clicking the X button - You can adjust the **Column width**, the rest of the columns will be automatically adjusted
    Under Advanced options, users can get much more granular in how the report should appear, such as choosing a custom style for a column, or choosing different frequencies for update fields. Analysis can be displayed over two periods while also showing series status for six periods. Other options, like showing owner or hiding status are controlled per element, instead of being all or nothing for the whole report.
    - Mark the checkbox next to **Show Advanced Options** - Choose a **Style** from the dropdown menu - You can adjust the **Reporting Frequency** - Select the **Periods to Display**
    - Navigate to the **Measures tab** - Select the **Scorecards** you want to add elements from - Click on **Click to select specific elements** - Select the **Elements** you wish to include - Once you are done with your selection, click **Save**
    - Navigate to the **Filter tab** - Click on **Add Filter**
    - We are going to create a filter with the following criteria - Select **Measure** as the **Element** - Choose **Status** as the **Field** - The **Comparison** will be **Equals** - **Value** will be **Above Target** and **Below Plan** - Once you are done setting up your filter, click **Save**
    You can even customize element order on individual reports or filter on series. This provides more flexibility for users creating different reports for different audiences.
    - Navigate to the **Element Order tab** - You will be prompted to **Save** your changes - Mark the checkbox next to **Use Custom Element Sort Order** - **Drag and drop** the elements in any order you see fit - Once you are done with your changes, click **Save**
    You will find your newly created report under Measure Reports
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