Summary Reports - Managing Summary Reports

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, ‘Matrix Central Division’. We are going to use **Standard Report** as the Report Type\ A **Standard Report** allows you to set measure fields as each column. This is the most common type of summary report.\ An **Alignment Matrix** shows the relationship between measures and the measures they are linked to in child scorecards.\ A **Dashboard** report shows all selected charts.

Choose **Global Report** under Access Type\ For **Access Type**, you have the following options\ **Global Reports** can be seen by all users with access to the Scorecard\ **Private Reports** can only be seen by the creator of the report\ **Hidden Reports** users can hide reports to focus on relevant ones without deleting them. You can also hide a report when creating reference reports.\ \ Under **Table Style**, you can use the dropdown menu to assign a custom style to your report, in this example, ‘Blue’.\ You can check **Hide page title on exported reports** to remove the name of the report from any PDF export.\ Once you are done with your changes, click **Save**

You will find your newly created report under **Measure Reports**

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measures Reports**\ Select the report you are going to be working with, in this example, ‘Matrix Central Division’.\ Click on the **edit Pencil icon**

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

Use the tabs at the top to toggle between Element Types and select fields related to those Elements as well.\ Fields can be filtered by searching in the **Filter Fields search bar** or using the **dropdown menu** to filter by certain field types.\ Once you are done with your selection, click **Save**

You will find your newly created report under Measure Reports

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measure Reports**\ Select the report you are going to be working with, in this example, ‘Matrix Central Division’.\ Click on the **edit Pencil icon**\ Navigate to the **Columns tab**

**Drag and drop** the columns to adjust the ordering\ Under **Column Header**, type in the box to provide a custom name for a field for this particular report, in this example, ‘Metrics’.

Under **Width**, type integers in the box to adjust the width of each column in the report. The other widths will automatically adjust so that the full width of the report is 100% of the screen or page size.

You can remove a Column from the report by clicking the **‘x’ icon**\ Lastly, you can use the **Group By** section to indicate which element the report will be based on. In other words, the element linkages displayed in the report will be based on the element that the report is grouped by.\ Once you are done with your changes, click **Save**