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

- From the Control Panel click on **System Settings**
- Select **System Setup**
- Click on **Report Options** under Standard Features

- In the Report Options tab you will find the following options:
  - **Include Category Descriptions in Category View**, include your descriptions for categories when they are shown in the Category View scorecard summary report.
    - For more information, please see this Help Center article [Adding and reordering categories](https://support.clearpointstrategy.com/en/articles/8423004-organize-your-strategy-add-and-manage-categories-perspectives#h_192efe27ea).
  - **Show Owners in Scorecard Reports** will include the owner of each element in light gray text beneath the element name.

- Use the **Subtable Options dropdown menu** to set a default for displaying the status of measure series data in Summary Reports, please see more information in our Help Center article [Creating a "heat map" or "matrix" Summary Report](https://support.clearpointstrategy.com/en/articles/8552040-summary-reports-creating-a-heat-map-or-matrix-summary-report).
  - To learn how to edit status icons or colors, please see this Help Center article [Adding, editing, and reordering status indicators](https://support.clearpointstrategy.com/en/articles/8798532-clearpoint-setup-adding-editing-and-reordering-status-indicators).

- Use the **Default Grid Row Count dropdown menu** to choose how many rows you would like to display on all reports generated.
  - This can still be modified from the report page, but this selection will set a default.

- Under **PDF Export Confidentiality Statement**, you can add a confidentiality message to the bottom of each page of all briefing books and PDF page exports created from the account.
  - If this field is left blank, no statement will be displayed.
- Once you are done with your changes, click **Save**

Click the "PDF Export Confidentiality Statement" field.

ClearPoint Setup - Setting Report Options

Understanding Report Options