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

- 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’.

- Click the **edit Pencil icon**
- Mark the checkbox next to **Include in template library**
- Once you are done with the changes, click **Save**

Click the "Include in template library" field.

Adding a new report using a Summary Report Template

Once you have a summary report template set up, you can easily create a new report using the new template.

- 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**

- 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**

- You will find your newly created report under Measure Reports

Summary Reports - Creating and using Summary Report Templates

Creating a Summary Report Template

Adding a new report using a Summary Report Template