Getting Started Guide - Introduction to Summary Reports | Scribe

    Getting Started Guide - Introduction to Summary Reports

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

    Accessing Summary Reports

    In ClearPoint you can build Summary Reports for any Element type. Within the chosen Element, Summary reports can be found under Objective Reports.
    From your Control Panel\ Select Manage Reports\ Click on Objective Reports

    Default Reports

    By default every scorecard comes with a few standard Summary Reports for each Element Type, every Element has a report named, Objectives, Measures, etc.\ \ This report lists all Elements of this scorecard, plus a few of the more important fields like Owner and Analysis. Each Element Type has alignment matrices that can be used to see the Parent-child relationship between Elements located across Scorecards. This is extremely powerful for seeing how your Strategy cascades throughout your organization.
    Click on Alignment Matrix
    Dashboard reports are Measure-specific reports that display all the charts from the Measures contained within the Scorecard.
    Click on Measure Reports\ Select Dashboard
    Gantt Charts reports are Initiative-specific reports that combine each Initiative and its Milestones into one visual timeline.
    Click on Initiative Reports\ Select Gantt Chart

    Custom Reports

    Click on the Plus icon to create a new Custom Report\ Under Name enter a name for your report, for example, ‘New Measure Report.’\ Select a Report Type from the dropdown menu
    Navigate to the Columns tab\ Click on Add Column\ Check the boxes next to the name to include them in the report as Columns (Measures, Analysis, Owner)\ There are Tabs for each Element type allowing you to bring linked Elements and any of their relevant fields\ Click the Initiatives tab (Initiatives, Percent Complete)\ Once you have selected your fields, click Save
    Reorder the columns of your new report, use drag and drop\ You can adjust the width of the column\ You can also click on Show Advanced options for further customization
    Reorder the columns of your new report, use drag and drop\ You can adjust the width of the column\ You can also click on Show Advanced options for further customization
    Professional and Enterprise plans can also apply filters to reports, for example, we are going to create a Filter for status equals Below plan
    Navigate to the Filter tab\ Click on Add Filter\ Choose Status from the Field dropdown menu\ Under Comparison, select Equals\ Select Value equals Below Plan\ Click Save
    The New Measure Report will show only Measures that are Below Plan\ You will also find the Analysis, Owner, and Initiative to get the Measure back on track

    Interacting with Summary Reports

    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe