Getting Started Guide - Introduction to Summary Reports
Fernando Montenegro
19 steps
4 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Accessing Summary Reports
2
In ClearPoint you can build Summary Reports for any Element type. Within the chosen Element, Summary reports can be found under Objective Reports.
3
From your Control Panel\ Select Manage Reports\ Click on Objective Reports
Default Reports
4
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.
5
Click on Alignment Matrix
6
Dashboard reports are Measure-specific reports that display all the charts from the Measures contained within the Scorecard.
7
Click on Measure Reports\ Select Dashboard
8
Gantt Charts reports are Initiative-specific reports that combine each Initiative and its Milestones into one visual timeline.
9
Click on Initiative Reports\ Select Gantt Chart
Custom Reports
10
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
11
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
12
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
13
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
14
Professional and Enterprise plans can also apply filters to reports, for example, we are going to create a Filter for status equals Below plan
15
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
16
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
17
Double-click in a Summary Report to make quick edits or updates for multiple Elements at once\ Once you are done making changes, don’t forget to Save\ You can also sort Reports by Column or\ Search for keywords in the Search Bar
Export to Share Results
18
Once your Reports are ready, follow the next steps to share them
19
Click on the dropdown menu next to the Pencil icon\ Select one of the following options:\ Export to PDF, Export to Excel, or Email Page
Getting Started Guide - Introduction to Summary Reports
Fernando Montenegro
19 steps
4 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Accessing Summary Reports
2
In ClearPoint you can build Summary Reports for any Element type. Within the chosen Element, Summary reports can be found under Objective Reports.
3
From your Control Panel\ Select Manage Reports\ Click on Objective Reports
Default Reports
4
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.
5
Click on Alignment Matrix
6
Dashboard reports are Measure-specific reports that display all the charts from the Measures contained within the Scorecard.
7
Click on Measure Reports\ Select Dashboard
8
Gantt Charts reports are Initiative-specific reports that combine each Initiative and its Milestones into one visual timeline.
9
Click on Initiative Reports\ Select Gantt Chart
Custom Reports
10
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
11
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
12
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
13
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
14
Professional and Enterprise plans can also apply filters to reports, for example, we are going to create a Filter for status equals Below plan
15
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
16
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
17
Double-click in a Summary Report to make quick edits or updates for multiple Elements at once\ Once you are done making changes, don’t forget to Save\ You can also sort Reports by Column or\ Search for keywords in the Search Bar
Export to Share Results
18
Once your Reports are ready, follow the next steps to share them
19
Click on the dropdown menu next to the Pencil icon\ Select one of the following options:\ Export to PDF, Export to Excel, or Email Page
