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

For this example, we will be building a Measure summary report and setting up a filter.

- Select **Scorecards & Elements** from the Control Panel
- Choose **Manage Reports**
- Click on **Measure Reports**

- Click the **Plus icon** to add a new Measure Report
- Under **Report Name**, enter the name of the new report, in this example, ‘Status on KPIs’.

**Adding Columns to your Summary Report**

- Navigate to the **Columns tab**
- Click **Add Column** and check the boxes next to the fields that should be updated for the reporting period.
  - For this example, we are going to include
    - **Analysis**
    - **Recommendations**
    - **Owner**
    - **Reporting Frequency**
    - **Series Names**
    - **Series Status**
  - Once you are done with your selection, click **Save**

For a report that will be used by many different end users to make their updates, we recommend setting up a Current User filter.

This will show only measures that are owned by the viewer of the report, thus the report will look different for each user and will only display the measures that they are responsible for updating.

- Navigate to the **Filter tab**
- Click on **Add Filter**
  - For this example, we are going to use
    - **Measure** as the **Element**
    - **Owner** as the **Field**
    - **Comparison** will be **Equals**
    - **Current** user as the **Value**
    - Once you are done with your filter, click **Save**

- Once you are done with your Summary Report, click **Save**
- You will find the newly created Summary Report under **Manage Reports**

Take things up a notch and reference your new update report through a data grid on a scorecard summary report to make it easy for end users to leverage your new report!

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

- On the Scorecard tab, click on the **Plus icon**
- Under **Custom Field Name**, enter the name of the new custom field, in this example, ‘Measure Alignment Report’.
- Under Field Type select **Data Grid**
- Once you are done with your changes, click **Save**

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**Using the data grid field in the Scorecard Summary Report**

- Select **Scorecards & Elements** from the Control Panel
- Choose **Manage Reports**
- Click on **Scorecard Reports**
- Select the **Scorecard** we are going to be working with, in this example, ‘Manager Home Page’.

- Click the **edit Pencil icon**
- Locate the **custom field** created in the step above and click the **Plus icon** to add it to the layout
- **Drag and drop** the custom field in the desired location
- Click **Save**

- **Double-click** on the custom field on the Scorecard page
- Click on **Select Report**

How-To Guides - Building a Summary Report for making updates

Adding a new Summary Report

Making the report a scorecard page