Care Packages – Summary Reports Care Package
Learn how to create and customize Summary Reports in ClearPoint.
Fernando Montenegro
13 steps
26 seconds
Clearpointstrategy
1
Summary Reports are a core part of reporting in ClearPoint. They allow you to combine and display strategic information across multiple elements—such as Objectives, Measures, and Initiatives—into one clear, customizable view.\ \ With flexible formatting, field selection, and filtering options, Summary Reports make it easy to align data, analyze trends, and share progress with leadership teams and stakeholders.
What Are Summary Reports?
2
Summary Reports provide a **horizontal, spreadsheet-style interface** that lets you visualize your report as you build it.\ You can include fields from multiple element types, configure columns, apply filters, and customize styles—all within a clean, intuitive layout. Key capabilities include: - Selecting fields from any element type - Customizing column widths, headers, and styles - Showing or hiding owners and status indicators - Filtering by series or data conditions - Displaying specific numbers of periods or frequencies 💡 *Summary Reports are designed to mirror your organization’s unique reporting style, making them easy to share and interpret.*
Why They Matter
3
Summary Reports help organizations track strategic progress and communicate insights effectively.\ Their flexibility allows you to tailor data views for specific audiences—whether leadership reviews, departmental updates, or board reports. You can build reports that: - Highlight trends over time - Compare performance across Scorecards or departments - Present data clearly in a visually engaging format
How Summary Reports Work
4
You can add fields from one or more element types to create a consolidated, multi-dimensional report.\ Advanced settings give you fine control over styling, period display, and custom field behavior.
Creating a Summary Report in ClearPoint
Step 1: Add a New Summary Report
5
1. From the left navigation, go to **Reports**. 2. Choose the report type (e.g., **Measure Reports**). 3. Click **+ New Report**. 4. Enter a **Report Name** (e.g., *Fuel Efficiency*). 5. Click **Save**.
Step 2: Add Columns
6
1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. Navigate to the **Columns** tab. 3. Check the boxes for the fields you want to include, such as: - **Analysis** - **Recommendations** - **Owner** - **Status** - **Series Names** or **Series Status** 4. Click **Add Column**. 5. Click **Save**.
Step 3: Configure Advanced Options
7
For greater control over your report’s appearance and structure:
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1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. Navigate to the **Report** tab. 3. Customize Header Background Color: - **Select a background color and transparency.** 4. Click **Save**.
Step 4: Add Measures or Elements
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1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. Navigate to the **Elements** **tab**. 3. Select the **Scorecards** you want to include. 4. Select the **Elements** to include from that Scorecard. 1. Measures, Objectives, or Initiatives. 5. Click **Save** once selections are complete.
Step 5: Apply Filters
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Filters help you refine which data appears in your report.
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1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. Navigate to the **Filter** tab. 3. Click **Add Filter**. 4. Example filter configuration: - **Element Type:** Measure - **Field:** Status - **Comparison:** Equals - **Value:** Above Target or Below Plan 5. Click **Save**.
Step 6: Customize Element Order
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1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. Navigate to the **Report tab**. 3. Check **Custom Sort Enabled**. 1. A new tab will be enabled, **Custom Sort** 4. Click **Save**.
Step 7: Access Your Report
13
1. Your new Summary Report will appear under **Reports** 2. Navigate to the **Measure Reports** tab. 3. Find your newly created report in the list.
Care Packages – Summary Reports Care Package
Learn how to create and customize Summary Reports in ClearPoint.
Fernando Montenegro
13 steps
26 seconds
Clearpointstrategy
1
Summary Reports are a core part of reporting in ClearPoint. They allow you to combine and display strategic information across multiple elements—such as Objectives, Measures, and Initiatives—into one clear, customizable view.\ \ With flexible formatting, field selection, and filtering options, Summary Reports make it easy to align data, analyze trends, and share progress with leadership teams and stakeholders.
What Are Summary Reports?
2
Summary Reports provide a **horizontal, spreadsheet-style interface** that lets you visualize your report as you build it.\ You can include fields from multiple element types, configure columns, apply filters, and customize styles—all within a clean, intuitive layout. Key capabilities include: - Selecting fields from any element type - Customizing column widths, headers, and styles - Showing or hiding owners and status indicators - Filtering by series or data conditions - Displaying specific numbers of periods or frequencies 💡 *Summary Reports are designed to mirror your organization’s unique reporting style, making them easy to share and interpret.*
Why They Matter
3
Summary Reports help organizations track strategic progress and communicate insights effectively.\ Their flexibility allows you to tailor data views for specific audiences—whether leadership reviews, departmental updates, or board reports. You can build reports that: - Highlight trends over time - Compare performance across Scorecards or departments - Present data clearly in a visually engaging format
How Summary Reports Work
4
You can add fields from one or more element types to create a consolidated, multi-dimensional report.\ Advanced settings give you fine control over styling, period display, and custom field behavior.
Creating a Summary Report in ClearPoint
Step 1: Add a New Summary Report
5
1. From the left navigation, go to **Reports**. 2. Choose the report type (e.g., **Measure Reports**). 3. Click **+ New Report**. 4. Enter a **Report Name** (e.g., *Fuel Efficiency*). 5. Click **Save**.
Step 2: Add Columns
6
1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. Navigate to the **Columns** tab. 3. Check the boxes for the fields you want to include, such as: - **Analysis** - **Recommendations** - **Owner** - **Status** - **Series Names** or **Series Status** 4. Click **Add Column**. 5. Click **Save**.
Step 3: Configure Advanced Options
7
For greater control over your report’s appearance and structure:
8
1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. Navigate to the **Report** tab. 3. Customize Header Background Color: - **Select a background color and transparency.** 4. Click **Save**.
Step 4: Add Measures or Elements
9
1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. Navigate to the **Elements** **tab**. 3. Select the **Scorecards** you want to include. 4. Select the **Elements** to include from that Scorecard. 1. Measures, Objectives, or Initiatives. 5. Click **Save** once selections are complete.
Step 5: Apply Filters
10
Filters help you refine which data appears in your report.
11
1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. Navigate to the **Filter** tab. 3. Click **Add Filter**. 4. Example filter configuration: - **Element Type:** Measure - **Field:** Status - **Comparison:** Equals - **Value:** Above Target or Below Plan 5. Click **Save**.
Step 6: Customize Element Order
12
1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. Navigate to the **Report tab**. 3. Check **Custom Sort Enabled**. 1. A new tab will be enabled, **Custom Sort** 4. Click **Save**.
Step 7: Access Your Report
13
1. Your new Summary Report will appear under **Reports** 2. Navigate to the **Measure Reports** tab. 3. Find your newly created report in the list.
