Summary Reports - Using quick filter and sort options on Summary Reports | Scribe

    Summary Reports - Using quick filter and sort options on Summary Reports

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

    Quick filters and sorting options

    Users can filter and sort summary reports to narrow in on specific keywords or see elements displayed in a certain order.
    Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Measure Reports**\ Locate the **Report** you are going to be working with, in this example, ‘Red Alert - All Red Measures’.
    Click the **magnifying glass icon** in the top left corner. You can search for keywords in the report. Rows that include the search criteria will be filtered out and the specific cells with the contents will be highlighted in yellow.
    Click the **column header** to sort the report by any of the columns that have been pulled out. The **up and down arrows** that appear in the header indicate if the sort is ascending or descending. Click once for descending, twice for ascending, and three times to return to the default sort order.\ \ Please note that reports can only be sorted by fields of the element type that the report is grouped by. Also, elements in the same scorecard will not be broken apart when sorting. All rows in the same scorecard will remain grouped together and sorted among themselves.
    Click on the **dropdown menu** at the bottom of the report to choose how many rows you would like to display per page.
    Note: Any searches or column sorting will not hold when exporting or sharing a report with other users. These are temporary filters and sort orders. You can edit reports to add filters and custom sort orders that will hold in exports.
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