Summary Reports - Creating and using Summary Report Templates
Fernando Montenegro
7 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating a Summary Report Template
2
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports** - Locate the report you are going to be working with, in this example, ‘Summary Report’.
3
- Click the **edit Pencil icon** - Mark the checkbox next to **Include in template library** - Once you are done with the changes, click **Save**
Adding a new report using a Summary Report Template
4
Once you have a summary report template set up, you can easily create a new report using the new template.
5
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports** - Click on the **dropdown menu** next to the Plus icon - Select **Add From Template**
6
- Select the desired **Report Template** using the dropdown menu - Under **Name**, enter the name of the new report you are creating, in this example, ‘Summary Report Q1 2024’. - Once you are done with your changes, click **Save**
7
- You will find your newly created report under Measure Reports
Summary Reports - Creating and using Summary Report Templates
Fernando Montenegro
7 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating a Summary Report Template
2
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports** - Locate the report you are going to be working with, in this example, ‘Summary Report’.
3
- Click the **edit Pencil icon** - Mark the checkbox next to **Include in template library** - Once you are done with the changes, click **Save**
Adding a new report using a Summary Report Template
4
Once you have a summary report template set up, you can easily create a new report using the new template.
5
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports** - Click on the **dropdown menu** next to the Plus icon - Select **Add From Template**
6
- Select the desired **Report Template** using the dropdown menu - Under **Name**, enter the name of the new report you are creating, in this example, ‘Summary Report Q1 2024’. - Once you are done with your changes, click **Save**
7
- You will find your newly created report under Measure Reports
