Summary Reports - Creating a custom Dashboard Report | Scribe

    Summary Reports - Creating a custom Dashboard Report

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

    Create a Custom Dashboard Report

    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports** - Click on the **Plus icon**
    - 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
    - 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**”
    - 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
    - Once you are done with your configuration, click **Save** - You will find your newly created **Custom Dashboard Report** under Measure Reports
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