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

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

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.

Upward Airlines Corporate
	
Eastern Division
	
Central Division
	
Western Division



Increase Shareholder Value (Automatic Eval)
	
Profitability
Eastern Division
	
Profitability
Central Division
	
Profitability
Western Division


Frequent Reliable Departures (Automatic Eval)
	
Reliable Departures
Eastern Division
	
Reliable Departures
Central Division
	
Reliable Departures
Western Division


Morning Departures
Eastern Division
		

Comparable To Other Travel
	
New Technology
Eastern Division
		
Flight Attendant Customer Service
Western Division


Very Low Ticket Prices
		
Competitive Ticket Prices
Central Division
	
Competitive Ticket Prices
Western Division


Fast Ground Turnaround
	
Ground Turnaround
Eastern Division
	
Ground Turnaround
Central Division
	
Ground Turnaround
Western Division


Good Locations
	
Good Locations
Eastern Division
	
Good locations
Central Division
	
Good locations
Western Division

		
Relationship with Eastern U.S. airports
Western Division


Direct Routes
	
Shuttle Flights to Major Cities
Eastern Division
	
Direct Routes
Central Division
	
Direct Routes
Western Division


Direct Routes
Eastern Division
		
Relationship with Eastern U.S. airports
Western Division


Fun Experience
	
New Technology
Eastern Division
		
Flight Attendant Customer Service
Western Division


No Elites
			

No Frills
	
No Frills
Eastern Division
	
No Frills
Central Division
	
No Frills
Western Division


Standard Fleet
			

High Utilization
			

High Compensation
	
Employee Compensation
Eastern Division
	
Employee Compensation
Central Division
	
Employee Compensation
Western Division

	
Retirement Benefits
Central Division
	

Flexible Union Contracts
			

High Employee Ownership
	
Employee Satisfaction
Eastern Division
	
Employee Satisfaction
Central Division
	
Leadership Training Program
Western Division

		
Employee Satisfaction
Western Division
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25+ rows per page

Alignment Matrix
Upward Airlines Corporate
Upward Airlines Corporate
	
Eastern Division
	
Central Division
	
Western Division



Increase Shareholder Value (Automatic Eval)
	
Profitability
Eastern Division
	
Profitability
Central Division
	
Profitability
Western Division


Frequent Reliable Departures (Automatic Eval)
	
Reliable Departures
Eastern Division
	
Reliable Departures
Central Division
	
Reliable Departures
Western Division


Morning Departures
Eastern Division
		

Comparable To Other Travel
	
New Technology
Eastern Division
		
Flight Attendant Customer Service
Western Division


Very Low Ticket Prices
		
Competitive Ticket Prices
Central Division
	
Competitive Ticket Prices
Western Division


Fast Ground Turnaround
	
Ground Turnaround
Eastern Division
	
Ground Turnaround
Central Division
	
Ground Turnaround
Western Division


Good Locations
	
Good Locations
Eastern Division
	
Good locations
Central Division
	
Good locations
Western Division

		
Relationship with Eastern U.S. airports
Western Division


Direct Routes
	
Shuttle Flights to Major Cities
Eastern Division
	
Direct Routes
Central Division
	
Direct Routes
Western Division


Direct Routes
Eastern Division
		
Relationship with Eastern U.S. airports
Western Division


Fun Experience
	
New Technology
Eastern Division
		
Flight Attendant Customer Service
Western Division


No Elites
			

No Frills
	
No Frills
Eastern Division
	
No Frills
Central Division
	
No Frills
Western Division


Standard Fleet
			

High Utilization
			

High Compensation
	
Employee Compensation
Eastern Division
	
Employee Compensation
Central Division
	
Employee Compensation
Western Division

	
Retirement Benefits
Central Division
	

Flexible Union Contracts
			

High Employee Ownership
	
Employee Satisfaction
Eastern Division
	
Employee Satisfaction
Central Division
	
Leadership Training Program
Western Division

		
Employee Satisfaction
Western Division
‹
Previous
1
(current)
›
Next
25+ rows per page

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

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

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

Getting Started Guide - Introduction to Summary Reports

Accessing Summary Reports

Default Reports

Custom Reports

Interacting with Summary Reports