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

Admins and Scorecard Admins can create Reporting Workflows to manage and track the reporting cycle. Once a Reporting Workflow has been created, ClearPoint users can then access their elements on their personal My Updates page.

- From the Control Panel click on **Automation**
- Select **Reporting Workflows**
- Click on the **Plus icon**

- Under **Name**, enter the name of the Reporting Workflow, in this example, ‘EOD Updates’.
- Select the **Reporting Period** from the dropdown menu
- Choose the **Start** and **End date**
  - This is the date range for which the Reporting Workflow is active for users

- Select the intended users under **Users To Include**
- Under **Instructions**, you will include a set of directions that will guide users in making their updates.

Click "Directions that will help your users in making their updates."

Directions that will help your users in making their updates.

- Navigate to the **Scorecards tab**
- Select the **Scorecard** that contains the desired elements
- Use **Include Linked Elements** to include any elements – such as Measures and Initiatives – that are linked to Objectives in the selected Scorecard

Click the "Upward Airlines Corporate" field.

- Navigate to the **Elements tab**
- Select the appropriate **elements** that you want to include in your workflow

- Navigate to the **Status tab**
- Select the appropriate **Status** to be included in your workflow.
- Once you are done with your configuration, click **Save**

You will find the newly created Reporting Workflow under Manage Workflows

Workflow Emails make Reporting Workflows more effective by automating the reach-outs needed to remind end-users to make updates.

- From the Control Panel click on **Automation**
- Select **Reporting Workflows**
- Click on the **edit Pencil icon** to the right of the Reporting Workflow of your choice

- Navigate to the **Workflow Emails tab**
- Click on the **Plus icon**
- Under **Name**, you will see a prepopulated name that you can edit

- Under **Send Workflow Emails** To you can choose to send emails to all users in the workflow or only to those that have incomplete tasks
- You can also send a copy of the email to the email addresses of your choice under **Copy Emails To**
- You will also find a prepopulated **Subject** that you can modify

- The Body field will allow you to compose the message your users will receive
  - The tokens in the body of the email are dynamically filtered according to the recipient.
  - There are several tokens that can be used in the email body to easily create a custom email for every recipient:
    - **{FirstName}**: Recipient’s first name
    - **{LastName}**: Recipient’s last name
    - **{ReportingPeriod}**: Reporting Workflow’s reporting period
    - **{MyUpdatesLink}**: Provides a hyperlinked button to the My Updates page
    - **{ItemList**}: Lists all elements the user is responsible for in this workflow
    - **{Instructions}**: Inserts the Instructions field when the Reporting Workflow was set up
- Once you are done with your configuration, click **Save**

Workflow emails can be scheduled so that they go out to users exactly when needed.

Note: Check out this Help Center article to learn more about [ClearPoint Schedules](https://support.clearpointstrategy.com/en/articles/6848541-managing-schedules)

Collaborate With Your Team - Reporting Workflows

Adding a Reporting Workflow

Leveraging Workflow Emails

Setting up Workflow Emails

Scheduling Workflow Emails