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Measure tab – Determining the measures to include in the report

In this example, we are using a Measure Report. This tab allows you to specify exactly what Elements in what Scorecards you want to include in the report, providing a further layer of customization.

For this example, we will create and edit a Measure 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

Click the "Upward Airlines Corporate" field.

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**

Click "Click to select specific elements."

You will find your newly created report under Measure Reports

Filter tab – Setting criteria to narrow down Measures included

Filters can be applied to Summary Reports to further narrow down Elements. You can filter by fields such as Status, Owner, and many others to further customize a report.

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

Element Order tab – Customizing the order in which the measures appear

The element order on a report can be customized.

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**

Summary Reports - Selecting Elements of a Summary Report

Measure tab – Determining the measures to include in the report

Filter tab – Setting criteria to narrow down Measures included

Element Order tab – Customizing the order in which the measures appear