Summary Reports - Explaining the default Summary Reports in ClearPoint
Fernando Montenegro
19 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Scorecard Summary Reports
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Click on **Scorecard Reports**
Scorecard
3
Shows the Scorecard’s categories, Objectives, Measures and Initiatives in a grid view. Objectives must be linked to a perspective and Measures and Initiatives must be linked to an Objective in order to show up here.
Default Grid
4
Shows the Scorecard’s Objectives, Measures and Initiatives in a grid view. Measures and Initiatives must be linked to an Objective to show up here.
Objectives Summary Reports
5
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Click on **Objective Reports**
Objectives
6
Shows all Objectives in the Scorecard in a grid view, along with their Owner, Reporting Period, and Analysis and Recommendations for the current period.
Alignment Matrix
7
Shows all objectives in the scorecard in a grid view, along with any child objectives located in other scorecards. Learn more about creating an [alignment matrix summary report here!](https://support.clearpointstrategy.com/en/articles/6860490-creating-an-alignment-matrix-summary-report)
Measure Alignment
8
Shows all Objectives in the Scorecard in a grid view, along with any Measures linked to child Objectives in other Scorecards.
Initiative Alignment
9
Shows all Objectives in the Scorecard in a grid view, along with any Initiatives linked to child Objectives in other Scorecards.
Measures Summary Reports
10
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Click on **Measure Reports**
Measures
11
Shows all Measures in the Scorecard in a grid view, along with their Owner, Reporting Period, and Analysis and Recommendations for the current period.
Dashboard
12
Shows all charts associated with the Measures in the Scorecard.
Alignment Matrix
13
Shows all Measures in the Scorecard in a grid view, along with any child Measures located in other Scorecards.
Initiatives Summary Reports
14
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Click on **Initiative Reports**
Initiatives
15
Shows all Initiatives in the Scorecard in a grid view, along with their owner, Reporting Period, Start and End Date, and Milestones.
Gantt Chart
16
Displays Initiatives and Milestones in a Gantt Chart format, which shows their Status color, Percent Complete, and Start and End Dates.
Alignment Matrix
17
Shows all Initiatives in the Scorecard in a grid view, along with any child Initiatives located in other Scorecards.
Action Items Summary Reports
18
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Click on **Action Item Reports**
Action Items
19
Shows all Action Items in the Scorecard in a grid view, along with their Owner, Reporting Period, and any comments for this period.
Summary Reports - Explaining the default Summary Reports in ClearPoint
Fernando Montenegro
19 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Scorecard Summary Reports
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Click on **Scorecard Reports**
Scorecard
3
Shows the Scorecard’s categories, Objectives, Measures and Initiatives in a grid view. Objectives must be linked to a perspective and Measures and Initiatives must be linked to an Objective in order to show up here.
Default Grid
4
Shows the Scorecard’s Objectives, Measures and Initiatives in a grid view. Measures and Initiatives must be linked to an Objective to show up here.
Objectives Summary Reports
5
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Click on **Objective Reports**
Objectives
6
Shows all Objectives in the Scorecard in a grid view, along with their Owner, Reporting Period, and Analysis and Recommendations for the current period.
Alignment Matrix
7
Shows all objectives in the scorecard in a grid view, along with any child objectives located in other scorecards. Learn more about creating an [alignment matrix summary report here!](https://support.clearpointstrategy.com/en/articles/6860490-creating-an-alignment-matrix-summary-report)
Measure Alignment
8
Shows all Objectives in the Scorecard in a grid view, along with any Measures linked to child Objectives in other Scorecards.
Initiative Alignment
9
Shows all Objectives in the Scorecard in a grid view, along with any Initiatives linked to child Objectives in other Scorecards.
Measures Summary Reports
10
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Click on **Measure Reports**
Measures
11
Shows all Measures in the Scorecard in a grid view, along with their Owner, Reporting Period, and Analysis and Recommendations for the current period.
Dashboard
12
Shows all charts associated with the Measures in the Scorecard.
Alignment Matrix
13
Shows all Measures in the Scorecard in a grid view, along with any child Measures located in other Scorecards.
Initiatives Summary Reports
14
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Click on **Initiative Reports**
Initiatives
15
Shows all Initiatives in the Scorecard in a grid view, along with their owner, Reporting Period, Start and End Date, and Milestones.
Gantt Chart
16
Displays Initiatives and Milestones in a Gantt Chart format, which shows their Status color, Percent Complete, and Start and End Dates.
Alignment Matrix
17
Shows all Initiatives in the Scorecard in a grid view, along with any child Initiatives located in other Scorecards.
Action Items Summary Reports
18
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Click on **Action Item Reports**
Action Items
19
Shows all Action Items in the Scorecard in a grid view, along with their Owner, Reporting Period, and any comments for this period.
