Creating an Easy Update Experience for End Users

This article explains how Administrators can create a streamlined updating experience for end users by building targeted summary reports and surfacing them in the right places.

Fernando Montenegro
16 steps
32 seconds

Clearpointstrategy

By optimizing the update process, you can ensure users clearly understand **what** they need to update and **where** to do it—reducing confusion and improving on-time updates. A well-designed update experience leads to higher adoption, better data quality, and greater user satisfaction.

Building a Summary Report for Making Updates

The first step is to build a summary report for end users to use when entering updates. Summary reports allow users to view and update multiple elements in one place. Creating a summary report that includes only the fields users are responsible for updating provides a focused, efficient experience. 📎 *For more detail, see:*\ [**Building Summary Reports for Updates**](https://next-support.clearpointstrategy.com/en/articles/12714608-how-to-guides-building-a-summary-report-for-making-updates)

## Create a Summary Report 1. Navigate to **Reports** from the left-hand navigation. 2. Choose **Measure**. 3. Click the **➕ Add Report** button. 4. Enter a report name (for example, *Measures to Update*). 5. Click **Save**.

## Add Columns to the Summary Report 1. Locate the Summary Report (e.g., Measures to Update) under Measures. 2. Click the **kebab menu (⋮)** and select **Edit Measure**. 3. Navigate to the **Columns** tab. 4. Use the dropdown menus under **Add Column** to select the fields end users should update for each reporting period. Example fields: - Analysis - Series (data entry columns) - Status - Complete - Owner 1. Click **Save** to apply the column selection.

**💡** In ClearPoint Next, grid-style summary reports support inline updates for authorized users. Changes reflect immediately once saved.

## Set Up a Filter To ensure users only see items they are responsible for: 1. Navigate to the **Filters** tab. 2. Click **Add Filter**. 3. Configure the filter as follows: - **Element Type:** Measure - **Field:** Owner - **Value:** Is Me 4. Click **Save**.

💡 The newly created summary report will now appear on the **Manage Reports** page.

Setting Up a Scorecard Landing Page

After creating the update summary report, the next step is to surface it on a scorecard landing page. This gives users a clear, consistent place to enter updates without navigating across multiple pages. Scorecard summary reports often serve as the primary entry point for end users in ClearPoint. 📎 *For more detail, see:*\ [**Setting Up Scorecard Landing Pages**](https://next-support.clearpointstrategy.com/en/articles/12845274-summary-reports-setting-up-a-scorecard-landing-page)

## Add the Summary Report to a Scorecard Layout 1. Navigate to **Scorecards** from the left-hand navigation. 2. Select the scorecard you want to configure (for example, *Upward Airlines Corporate*).

1. Click the **kebab menu (⋮)** and select **Edit Layout**.

1. Click **Add Card**.

1. In the layout drawer, locate the Data Grid card. 2. Drag and drop the card into the desired location on the scorecard layout. 3. Click **Save**.

## Connect the Summary Report 1. Double-click the Summary Report card. 2. Use the dropdown menus to select: - Scorecard (e.g., Upward Airlines Corporate) - Element Type (e.g., Measure) - Summary Report (e.g., Measures to Update) 3. Click **Save**.

**💡** You can add additional cards, such as a Text card with update instructions, to guide users on how and when to complete their updates.

Setting Home Pages for End Users

To make navigation even easier, you can set the scorecard landing page as the home page for specific users. This ensures users immediately see the updates they need to complete as soon as they log in.

## Set a Scorecard as the Home Page 1. Navigate to **Scorecards** from the left-hand navigation. 2. Select the scorecard you want to configure (for example, *Upward Airlines Corporate*). 3. Click the **kebab menu (⋮)** and select **Set Home**.