Copying Information Forward from a Previous Period

This article explains how to copy information forward from a previous reporting period in ClearPoint.

Fernando Montenegro
7 steps
14 seconds

Clearpointstrategy

Copying forward helps reduce manual data entry and prevents errors by reusing information that already exists—whether for a single element or an entire Scorecard.

Copy Forward from an Individual Element

## Open the Element 1. From the left-hand navigation, click **Elements**. 2. Open the element type (e.g., **Measures**). 3. Locate the element you want to update (e.g., *Revenue*).

## Copy Forward from the Detail Page 1. Click the **kebab menu (⋮)** and select **Edit Measure**. 2. Navigate to the **Update Fields** tab. 3. Click **Copy Forward**. 4. Select the **Source Period**. 5. Choose one or more fields. 6. Click **Copy Forward**.

Copy Forward Information for a Scorecard

You can copy forward selected information—such as statuses, analysis, and update fields—across all elements in a Scorecard.

## 1. Open the Scorecard 1. From the left-hand navigation, select **Scorecards**. 2. Open the Scorecard you want to update (e.g., *Welcome Page*).

## 2. Copy Forward the Scorecard 1. Click the **kebab menu (⋮)** and select **Edit Scorecard**.

## 3. Configure the Copy Forward 1. Navigate to the Update Fields tab. 2. Click **Copy Forward**. 3. Select the **Source Period**. 4. Use **Select Fields** to include elements.' 5. Click **Copy Forward**.