Summary Reports - Creating a custom Dashboard Report
Fernando Montenegro
6 steps
54 seconds
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Create a Custom Dashboard Report
2
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports** - Click on the **Plus icon**
3
- Under **Report Name**, enter the name of your new custom Dashboard Report, in this example, ‘Central Division Dashboard’. - Under **Report Type**, select Dashboard - Confirm you wish to continue - Change the **Dashboard Size** to Large Charts
4
- Navigate to the **Charts tab** - Select the **Scorecard** from where you want to pull information by marking the checkbox next to it - Click on “**Click to select specific elements**”
5
- A new window will appear where you will be able to select the **Charts** you want to include in your **Custom Dashboard Report** - Click **Save** to confirm your selection
6
- Once you are done with your configuration, click **Save** - You will find your newly created **Custom Dashboard Report** under Measure Reports
Summary Reports - Creating a custom Dashboard Report
Fernando Montenegro
6 steps
54 seconds
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Create a Custom Dashboard Report
2
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports** - Click on the **Plus icon**
3
- Under **Report Name**, enter the name of your new custom Dashboard Report, in this example, ‘Central Division Dashboard’. - Under **Report Type**, select Dashboard - Confirm you wish to continue - Change the **Dashboard Size** to Large Charts
4
- Navigate to the **Charts tab** - Select the **Scorecard** from where you want to pull information by marking the checkbox next to it - Click on “**Click to select specific elements**”
5
- A new window will appear where you will be able to select the **Charts** you want to include in your **Custom Dashboard Report** - Click **Save** to confirm your selection
6
- Once you are done with your configuration, click **Save** - You will find your newly created **Custom Dashboard Report** under Measure Reports
