Summary Reports - Creating an alignment Matrix Summary Report
Fernando Montenegro
21 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating an Alignment Matrix
2
This example walks through building an alignment matrix as an Objective summary report. The same steps are applicable for Measures and Initiatives reports as well. If you create the alignment report from the Objective summary report, it will mean that all of the alignment is based on the Objectives (even if you are displaying Measures or Initiatives). Start by making sure you are in the scorecard you would like to create the alignment matrix for. This scorecard will be the first column in your report and will display the objectives you select from this scorecard (since this is an objective summary report). For best results, we suggest selecting a top-level or parent scorecard to build this report in.
3
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Objective Reports**\ Click on the **Plus icon**
4
Under **Report Name**, enter the name of the new Measure Report, in this example, ‘Upward Air Alignment Matrix’.\ From the **Report Type** dropdown menu select **Alignment Matrix**
5
For an Objective Alignment Matrix report, a new dropdown will appear providing the option to select a **Matrix Child Element** This will determine the type of element alignment that will appear in the report. When making this selection, it is important to remember that all alignment in the report is based on the objectives in the current scorecard that the report is being created in. To make this more clear, let’s break this down by element type: **Objectives**: This will display objectives from other scorecards that are linked to the objectives from the current scorecard. **Measures**: This will display measures from other scorecards that are linked to objectives within their own scorecards, which have also been linked to the objectives in the current scorecard. **Initiatives**: This will display initiatives from other scorecards that are linked to objectives within their own scorecards, which have also been linked to the objectives in the current scorecard.
6
For **Access Type**, you have the following options\ **Global Reports** can be seen by all users with access to the Scorecard\ **Private Reports** Reports can only be seen by the creator of the report\ **Hidden Reports** \ Once you are done with your changes, click **Save**
7
You will find your newly created **alignment Matrix Summary** **Report** under **Objective Reports**
Objectives tab – Determining the specific elements to include in the report
8
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Objective Reports**\ Select the **Report** you are going to be working with, in this example, ‘Upward Air Gantt Chart’.
9
Click on the **edit Pencil icon**\ Navigate to the **Objectives tab**
10
To include only specific Objectives from the Scorecard, select **Click to select specific elements**. Check the boxes next to the specific Objectives to include in the report.\ \ These are the Objectives that will be displayed in the first column of the report and that the alignment of the report will be based on.
11
Under **Select Matrix Scorecards**, check the box next to the scorecards that you would like to include as additional columns in the report. \ \ The element type that you selected for the Matrix Child Element will display in these columns, based on their links to the objectives in their scorecard and their corresponding linkages to the objectives selected above. Once you are done with your changes, click **Save**
12
You will find your newly created **alignment Matrix Summary Report** with the elements you have chosen under **Objective Reports**
Filter tab – Setting criteria to narrow down Objectives included
13
If you would like to filter the Objectives from the current Scorecard (first column) included in the alignment Matrix, you can add a filter.
14
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Objective Reports**\ Select the **Report** you are going to be working with, in this example, ‘Upward Air Gantt Chart’.
15
Click on the **edit Pencil icon**\ Navigate to the **Filter tab**
16
Click on **Add Filter**\ In this example, we are going to create a Filter that only displays Objectives with the status indicators ‘Not defined’ or ‘No information’. This will give visibility to the Objectives that require your attention.\ \ Once you are done with your changes, click **Save**
17
You will find your newly created **alignment Matrix Summary Report** with the filters applied under **Objective Reports**
Element Order tab – Customizing the order in which the Objectives appear
18
In our example, we can customize the order in which Objectives appear on the report.
19
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Objective Reports**\ Select the **Report** you are going to be working with, in this example, ‘Upward Air Gantt Chart’.
20
Click on the **edit Pencil icon**\ Navigate to the **Element Order tab**\ Mark the checkbox next to **Use Custom Element Sort Order**\ **Drag and drop** the Elements, or use the blue up and down arrows, to customize the order that the Objectives will appear in the report.\ Once you are done with your changes, click **Save**
21
You will find your newly created **alignment Matrix Summary Report** with the Objectives in the desired order under **Objective Reports**
Summary Reports - Creating an alignment Matrix Summary Report
Fernando Montenegro
21 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating an Alignment Matrix
2
This example walks through building an alignment matrix as an Objective summary report. The same steps are applicable for Measures and Initiatives reports as well. If you create the alignment report from the Objective summary report, it will mean that all of the alignment is based on the Objectives (even if you are displaying Measures or Initiatives). Start by making sure you are in the scorecard you would like to create the alignment matrix for. This scorecard will be the first column in your report and will display the objectives you select from this scorecard (since this is an objective summary report). For best results, we suggest selecting a top-level or parent scorecard to build this report in.
3
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Objective Reports**\ Click on the **Plus icon**
4
Under **Report Name**, enter the name of the new Measure Report, in this example, ‘Upward Air Alignment Matrix’.\ From the **Report Type** dropdown menu select **Alignment Matrix**
5
For an Objective Alignment Matrix report, a new dropdown will appear providing the option to select a **Matrix Child Element** This will determine the type of element alignment that will appear in the report. When making this selection, it is important to remember that all alignment in the report is based on the objectives in the current scorecard that the report is being created in. To make this more clear, let’s break this down by element type: **Objectives**: This will display objectives from other scorecards that are linked to the objectives from the current scorecard. **Measures**: This will display measures from other scorecards that are linked to objectives within their own scorecards, which have also been linked to the objectives in the current scorecard. **Initiatives**: This will display initiatives from other scorecards that are linked to objectives within their own scorecards, which have also been linked to the objectives in the current scorecard.
6
For **Access Type**, you have the following options\ **Global Reports** can be seen by all users with access to the Scorecard\ **Private Reports** Reports can only be seen by the creator of the report\ **Hidden Reports** \ Once you are done with your changes, click **Save**
7
You will find your newly created **alignment Matrix Summary** **Report** under **Objective Reports**
Objectives tab – Determining the specific elements to include in the report
8
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Objective Reports**\ Select the **Report** you are going to be working with, in this example, ‘Upward Air Gantt Chart’.
9
Click on the **edit Pencil icon**\ Navigate to the **Objectives tab**
10
To include only specific Objectives from the Scorecard, select **Click to select specific elements**. Check the boxes next to the specific Objectives to include in the report.\ \ These are the Objectives that will be displayed in the first column of the report and that the alignment of the report will be based on.
11
Under **Select Matrix Scorecards**, check the box next to the scorecards that you would like to include as additional columns in the report. \ \ The element type that you selected for the Matrix Child Element will display in these columns, based on their links to the objectives in their scorecard and their corresponding linkages to the objectives selected above. Once you are done with your changes, click **Save**
12
You will find your newly created **alignment Matrix Summary Report** with the elements you have chosen under **Objective Reports**
Filter tab – Setting criteria to narrow down Objectives included
13
If you would like to filter the Objectives from the current Scorecard (first column) included in the alignment Matrix, you can add a filter.
14
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Objective Reports**\ Select the **Report** you are going to be working with, in this example, ‘Upward Air Gantt Chart’.
15
Click on the **edit Pencil icon**\ Navigate to the **Filter tab**
16
Click on **Add Filter**\ In this example, we are going to create a Filter that only displays Objectives with the status indicators ‘Not defined’ or ‘No information’. This will give visibility to the Objectives that require your attention.\ \ Once you are done with your changes, click **Save**
17
You will find your newly created **alignment Matrix Summary Report** with the filters applied under **Objective Reports**
Element Order tab – Customizing the order in which the Objectives appear
18
In our example, we can customize the order in which Objectives appear on the report.
19
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Objective Reports**\ Select the **Report** you are going to be working with, in this example, ‘Upward Air Gantt Chart’.
20
Click on the **edit Pencil icon**\ Navigate to the **Element Order tab**\ Mark the checkbox next to **Use Custom Element Sort Order**\ **Drag and drop** the Elements, or use the blue up and down arrows, to customize the order that the Objectives will appear in the report.\ Once you are done with your changes, click **Save**
21
You will find your newly created **alignment Matrix Summary Report** with the Objectives in the desired order under **Objective Reports**
