Summary Reports - Editing a Summary Report | Scribe

    Summary Reports - Editing a Summary Report

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

    Editing an Element from a Summary Report

    It is important to note that you will never have to make a double-edit. This means that if you make an edit to an element in a summary report, then that edit will also be updated and reflected on that element’s detail page.
    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 the new Measure Report, in this example, ‘Measure custom report’.\ We are going to use **Standard Report** as the Report Type\ Choose **Global Report** under Access Type
    Under **Table Style**, you can use the dropdown menu to assign a custom style to your report, in this example, ‘Green’.\ You can check **Hide page title on exported reports** to remove the name of the report from any PDF export.
    Navigate to the **Columns tab**\ Click on **Add column** to add additional fields to the report\ Check the boxes next to the **field names** to include them\ Once you are done selecting the fields, click **Save**\ Once you are done with your configuration, click **Save**
    Locate the newly created report under Measure Reports\ Double-click on the **Elements** of the report you want to edit\ Once you are done with your edits, mark the **green check** at the top-right of your screen
    Click on the Measure, you will notice your changes are applied on the Measure Detail Page

    Ordering Summary Reports

    Users can adjust the order that reports appear in dropdown menus to fit their organization's needs. This feature is helpful when you want to move the most frequently visited reports for a particular element to the top of the list for easier access for users. \ \ To order reports, you need to go to the Manage Reports page for any given element. The steps below show how to order objective reports, but apply to ordering all types of reports.
    Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measure Reports**\ Select the **Report** you wish to move by clicking and dragging it\ Drop the **Report** where you would like it to appear in the list\ Changes will be saved automatically
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