Summary Reports - Selecting Elements of a Summary Report

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, ‘Blue’.\ 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 Measures to be added, click **Save**

Navigate to the **Measures tab**\ Check the box next to the **Scorecards** to include measures from

Select **Click to select specific elements**\ Check the boxes next to the **specific Measures** to include in the report\ Once you have selected the specific Measures, click **Save**\ 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 **Measure Reports**\ Select the **Report** you are going to be working with, in this example, ‘Measure Custom report’

Click on the **edit Pencil icon**\ Navigate to the **Filter tab**\ Click on **Add Filter**\ The Elements and fields that you can filter on are based on the type of report.

For a Measure Summary report you can filter on **Measures** or **Series**.\ Under **Field**, select a field to filter your report on, in this example, ‘Owner’.\ Select the **Comparison criteria**, in this example, ‘Equals’.\ Enter the **Value** that meets your criteria, in this example, ‘ClearPoint Support’.\ When you are done setting up your filter criteria, click **Save**\ \ You will also need to **Save** the report

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, ‘Measure Custom report’.\ Click on the **edit Pencil icon**