Collaborate With Your Team – Reporting Workflows

This article explains how to set up and manage Reporting Workflows in ClearPoint to automate data collection and keep reporting on track.

Fernando Montenegro
14 steps
28 seconds

Clearpointstrategy

Reporting Workflows help teams stay aligned during reporting cycles by automating data collection, assigning update tasks, and making it easy for users to complete updates—all from one place. Administrators gain full visibility into progress, while end users receive timely reminders and a streamlined update experience through **My Updates**.

Adding a Reporting Workflow

Admins and Scorecard Admins can create Reporting Workflows to define who needs to update what, during which reporting period, and within what timeframe. Once created, users complete their updates in **My Updates**. 1. From the left-hand navigation, click **Automation**. 2. Select **Reporting Workflows**. 3. Click **Add Workflow** (+). 4. Enter a **Workflow Name** (e.g., *Q4 Updates*). 5. Select a **Workflow Period**. 6. Set the **Start Date** and **End Date** — the window during which users make updates. 7. Click **Save**.

Configure Workflow Details

1. Locate the **Reporting Workflow** you want to work with in the **Workflows page**. 2. Click the **kebab menu (⋮)** and select **Edit Workflow**.

Configure Workflow Details

In the right-hand drawer: - Update the **Workflow Name**. - Set different **Reporting Period**. - Change the **Start Date** and **End Date** — the window during which users make updates. - Select a different **Owner**. - Add **Instructions** to guide users during the reporting cycle.

Select Scorecards, Elements, and Status Filters

- Navigate to the **Options** tab. - Choose the **Updater Types** (e.g., Owners or Collaborators). - Select one or more **Scorecards** containing the elements for this workflow. - Select specific **Elements** to include. - Choose the **Statuses** that should appear in the workflow. - Click **Save**.\ \ 💡 Your workflow will now appear in the **Workflows** list.

Leveraging Workflow Emails

Workflow Emails automate reminders—ensuring users are notified when updates are needed.

Create a Workflow Email

1. Navigate to the **Emails** tab. 2. Click **Add Workflow Email** (+). 3. Name the **Workflow Email.** 4. Enter a **Subject**. 5. Click **Save**.

Edit a Workflow Email

1. Click the **kebab menu (⋮)** and select **Edit Workflow Email**. 2. On the **Email tab** you can: - Update the **Workflow Email Name**. - Edit the **Subject**. - Add optional recipients under **Copy To**. - Add CC **Address**. - Optionally, you can **Include Completed Tasks**.

Use Dynamic Tokens

ClearPoint customizes emails using tokens, such as: 1. **Navigate to the Email Body** tab. - `{UserName}` – user's full name - `{FirstName}` - `{LastName}` - `{ReportingPeriod}` - `{TaskList}` – the user's assigned elements - `{WorkflowLink}` – direct link to My Updates - `{Instructions}` – workflow instructions written by the admin - Customize your message, then click **Save**.

Scheduling Workflow Emails

Schedules automate delivery so reminders occur exactly when needed. 1. Navigate to the **Emails** tab. 2. Click **Add Schedule** (+). 3. Edit the **Schedule Name**, **First Run Date**, and **Run Time**. 4. Click **Save**. 💡 The schedule will now automatically send your workflow email.

Managing the Workflow Dashboard

The Workflow Dashboard provides real-time visibility into progress across all assigned tasks. 1. Navigate to **Automation > Reporting Workflows**. 2. Click the **Workflow name**.

From the Workflow Status tab, you can:

- View each user's assigned tasks - See completion progress - Send one-off reminders - Mark tasks complete (Admin permissions only) 💡 This centralized dashboard makes it easy to track progress and address delays quickly.

Using My Updates

Reporting Workflows work hand-in-hand with **My Updates**, giving users a simple, centralized place to complete their assigned tasks. 1. From the left-hand navigation, click **My ClearPoint**. 2. Select **My Updates**.

Users can: - View all assigned tasks by reporting period - Update elements directly - Mark tasks complete - Track overall progress with visual indicators (including celebratory confetti at 100%!)

Collaborate With Your Team – Reporting Workflows

This article explains how to set up and manage Reporting Workflows in ClearPoint to automate data collection and keep reporting on track.

Fernando Montenegro
14 steps
28 seconds

Clearpointstrategy

Adding a Reporting Workflow

Configure Workflow Details

1. Locate the **Reporting Workflow** you want to work with in the **Workflows page**. 2. Click the **kebab menu (⋮)** and select **Edit Workflow**.

Configure Workflow Details

Select Scorecards, Elements, and Status Filters

Leveraging Workflow Emails

Workflow Emails automate reminders—ensuring users are notified when updates are needed.

Create a Workflow Email

1. Navigate to the **Emails** tab. 2. Click **Add Workflow Email** (+). 3. Name the **Workflow Email.** 4. Enter a **Subject**. 5. Click **Save**.

Edit a Workflow Email

Use Dynamic Tokens

Scheduling Workflow Emails

Managing the Workflow Dashboard

The Workflow Dashboard provides real-time visibility into progress across all assigned tasks. 1. Navigate to **Automation > Reporting Workflows**. 2. Click the **Workflow name**.

From the Workflow Status tab, you can:

Using My Updates

Users can: - View all assigned tasks by reporting period - Update elements directly - Mark tasks complete - Track overall progress with visual indicators (including celebratory confetti at 100%!)