ClearPoint Setup - Managing Reporting Frequencies
- Fernando Montenegro |
- 0 step |
- 3 minutes
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Add a Reporting Frequency
ClearPoint automatically inputs four basic reporting frequencies into your account: Annual, Fiscal Years, Monthly, and Quarterly. However, you may want to add a reporting frequency at a different cadence based on your organization’s reporting needs.
Cadences such as Semi-Annual or Bimonthly are common cadences that you may want to add to your account.
- From the Control Panel click on **System Settings**
- Select **Reporting Frequencies**
- Click on the **Plus icon**
Under **Reporting Frequency Name**, enter the name of the new reporting frequency, in this example, ‘Bi-Anual’.
- Determine whether this **Reporting Frequency** will be available in all scorecards or one specific scorecard.
- This cannot be updated once the reporting frequency is saved.
- We strongly recommend not selecting any scorecards. This will make the reporting frequency available in all scorecards and will require less account management down the road.
- Selecting **Default Reporting Frequency For New Measures** automatically sets this reporting frequency for all newly created measures.
- This does not impact existing measures.
Zoom Saved
- Navigate to the **Reporting Periods tab**
- Select the **Reporting Periods** to be included in the **Reporting Frequency**
- Enter the name that will be displayed for these periods in the Reporting Frequency
- In this example, enter ‘S1-24’ or ‘Semester 1 2024’.
- **Hide in Grid** allows to include a period in the reporting frequency, but keep it from showing up in the Measure Data Table
- Once you are done with your changes, click **Save**
Edit a Reporting Frequency
In this example, we are going to add two reporting frequencies for the first and second quarter of 2024.
- From the Control Panel click on **System Settings**
- Select **Reporting Frequencies**
- Click the **edit Pencil icon** next to the Reporting Frequency you want to edit
- Navigate to the **Reporting Periods tab**
- **Mark the checkboxes** next to the **Reporting Periods** you wish to include, in this example, ‘Mar-24’ and ‘Jun-24’.
- **Enter a name** for the Reporting Periods, in this example ‘Q1-24’ and ‘Q2-24’.
- Once you are done with your changes, click **Save**
Changing the Reporting Frequency of an Element
- Select **Scorecards & Elements** from the Control Panel
- Choose **Manage Elements**
- Open **Measures**
- Select the **Measure** you are going to be working with, in this example, Revenue
- On the Measure Detail Page, click on the **edit Pencil icon**
- Navigate to the **Edit Fields tab**
- Select a **Reporting Frequency** using the dropdown menu
- Once you are done with your changes, click **Save**
Period Report export
Period reports show a breakdown of the reporting periods that are being used as the building blocks in your reporting frequencies. They also show which elements you have applied each particular reporting frequency to.
Period reports are useful when you are cleaning up your account and want to delete reporting frequencies that you are not using, or may not want to use anymore going forward.
Deleting reporting frequencies is only possible when you no longer have any elements using that reporting frequency. Thus, having an easy-to-access spreadsheet that shows you where your reporting frequencies are being used in your account is helpful when you want to remove that reporting frequency from use and then delete it.
- From the Control Panel click on **System Settings**
- Select **Reporting Frequencies**
- Click on the **dropdown menu** next to the Plus icon
- Select **Period Report**
- Confirm you want to export the report by clicking the **Generate** button
The Period Report will be exported to Excel and sent via email to the email address associated with your user.
Have something to say?Create an account to leave messages for the author to see!
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe