Summary Reports - Setting up a Scorecard reference report | Scribe

    Summary Reports - Setting up a Scorecard reference report

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

    Setting up a Scorecard reference summary report

    Before you create a reference scorecard report, you must create a Summary Report that you would like your reference Scorecard report to pull from as a reference. Click [**here**](https://support.clearpointstrategy.com/en/articles/8309390-getting-started-guide-introduction-to-summary-reports) for more information on creating summary reports.
    Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ From the dropdown menu next to the Plus icon, click on **Add Report Reference**
    Under **Report Name**, enter the name of the new report, in this example, ‘Western Division Dashboard’.\ Under **Select Element** select the element type of the Summary report that will be referenced, in this example, ‘Measure’.\ Select the **Report Reference** from the dropdown menu, in this example, ‘Dashboard’.\ Once you are done with your changes, click **Save**
    You will be able to differentiate the reference report from your other scorecard summary reports by the Reference label next to your newly made report.
    To make this reference report your scorecard home or landing page, you can sort this report to the top of the Manage Scorecard Report page.
    Note: You will not see the usual edit pencil button for these reports. \ \ These reports reference the original Summary Report from a different element. You will have to make edits directly to the original Summary Report.
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