Getting Started Guide - Reporting Periods
This article explains how to use reporting periods and reporting frequencies in ClearPoint.
Fernando Montenegro
13 steps
26 seconds
Clearpointstrategy
Reporting Periods
1
A Reporting Period is a unit of time—such as a **month**, **quarter**, or **year**—used to group and analyze performance data. - Elements like objectives, measures, and initiatives are updated within the context of a reporting period. - Update Fields (e.g., Status, Analysis, Recommendations) are tied to these periods and retain historical data. - Consistent use of reporting periods improves trend visibility and helps maintain accountability.
Navigating Reporting Periods
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ClearPoint automatically logs you into the most recently completed reporting period or the designated **default period**, set by your administrator. You can access the **Period Selector** at the top-right of your screen: - Use the **left/right arrows** to move to the previous or next period. - Click the **current period label** to jump between months and years. This selector updates the visible period across all pages. When editing, always confirm that you're in the correct period by checking the tag on the top of the field or page.
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If you are an Administrator, you can set a default reporting period: 1. Click **Settings** from the left navigation. 2. Select **Reporting Periods**.
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1. Locate the **Reporting Periods** tab 2. Click the kebab menu (⋮) on the page and select **Edit Period.** 3. Toggle the option to set **Default Period**. 4. Don't forget to **Save** your changes.
Reporting Frequency
5
Reporting Frequency represents your cadence of reporting. Many organizations report monthly, while others report quarterly, annually, or even bi-annually. ClearPoint supports multiple reporting cadences simultaneously. For example, you may have some measures that are **monthly**, while others are **quarterly**. Each element in your account will be assigned a reporting frequency.
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To assign a reporting frequency: 1. From your Control Panel, click the chevron (>) next to **Elements** to expand the list. 2. Click the chevron (>) next to the element type (e.g., **Measures**). 3. Select the element you want to edit. 4. Click the kebab menu (⋮) on the page 5. Select **Edit Element**.
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1. In the **Edit Fields** tab, find **Reporting Frequency** and choose from the dropdown menu (e.g., **Quarterly**). 2. Click **Save**.
Edit vs. Updates
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You can make two types of changes to an Element in ClearPoint: **Edits** and **Updates**. - **Update Fields** (e.g., Analysis, Recommendations) are updated based on the element's reporting frequency and change each period. - **Edit Fields** (e.g., Description) remain consistent over time. In this example, the **Description** field is an Edit Field, while **Analysis** and **Recommendations** are Update Fields.
Administrators: Manage Reporting Periods & Frequencies
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Administrators can create and edit both reporting periods and frequencies.
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**Add or Edit Reporting Periods** 1. From your Control Panel, go to **System Setup**. 2. Select **Reporting Periods**.
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1. Click the **plus icon** to add a new period or the **pencil icon** to edit an existing one. 2. Enter the **Period Name**. 3. Set the **Period Date**. 4. Select the **Scorecard** this period applies to. 5. Click **Save**.
12
**Add or Edit Reporting Frequencies** 1. Click **Settings** from the top navigation. 2. Select **Reporting Periods**.
13
1. Navigate to the **Reporting Frequencies** tab. 2. Click the **plus icon** to add a new frequency. 3. Enter the frequency **Name** (e.g., Monthly). 4. (Optional) Select the Scorecard the frequency will apply to. If left blank, it will apply to all Scorecards. 5. Choose the **Periods**. 6. Click **Save**. 💡 For a Quarterly Reporting Frequency, include every month in the quarter (e.g., January–March for Q1).
Getting Started Guide - Reporting Periods
This article explains how to use reporting periods and reporting frequencies in ClearPoint.
Fernando Montenegro
13 steps
26 seconds
Clearpointstrategy
Reporting Periods
1
A Reporting Period is a unit of time—such as a **month**, **quarter**, or **year**—used to group and analyze performance data. - Elements like objectives, measures, and initiatives are updated within the context of a reporting period. - Update Fields (e.g., Status, Analysis, Recommendations) are tied to these periods and retain historical data. - Consistent use of reporting periods improves trend visibility and helps maintain accountability.
Navigating Reporting Periods
2
ClearPoint automatically logs you into the most recently completed reporting period or the designated **default period**, set by your administrator. You can access the **Period Selector** at the top-right of your screen: - Use the **left/right arrows** to move to the previous or next period. - Click the **current period label** to jump between months and years. This selector updates the visible period across all pages. When editing, always confirm that you're in the correct period by checking the tag on the top of the field or page.
3
If you are an Administrator, you can set a default reporting period: 1. Click **Settings** from the left navigation. 2. Select **Reporting Periods**.
4
1. Locate the **Reporting Periods** tab 2. Click the kebab menu (⋮) on the page and select **Edit Period.** 3. Toggle the option to set **Default Period**. 4. Don't forget to **Save** your changes.
Reporting Frequency
5
Reporting Frequency represents your cadence of reporting. Many organizations report monthly, while others report quarterly, annually, or even bi-annually. ClearPoint supports multiple reporting cadences simultaneously. For example, you may have some measures that are **monthly**, while others are **quarterly**. Each element in your account will be assigned a reporting frequency.
6
To assign a reporting frequency: 1. From your Control Panel, click the chevron (>) next to **Elements** to expand the list. 2. Click the chevron (>) next to the element type (e.g., **Measures**). 3. Select the element you want to edit. 4. Click the kebab menu (⋮) on the page 5. Select **Edit Element**.
7
1. In the **Edit Fields** tab, find **Reporting Frequency** and choose from the dropdown menu (e.g., **Quarterly**). 2. Click **Save**.
Edit vs. Updates
8
You can make two types of changes to an Element in ClearPoint: **Edits** and **Updates**. - **Update Fields** (e.g., Analysis, Recommendations) are updated based on the element's reporting frequency and change each period. - **Edit Fields** (e.g., Description) remain consistent over time. In this example, the **Description** field is an Edit Field, while **Analysis** and **Recommendations** are Update Fields.
Administrators: Manage Reporting Periods & Frequencies
9
Administrators can create and edit both reporting periods and frequencies.
10
**Add or Edit Reporting Periods** 1. From your Control Panel, go to **System Setup**. 2. Select **Reporting Periods**.
11
1. Click the **plus icon** to add a new period or the **pencil icon** to edit an existing one. 2. Enter the **Period Name**. 3. Set the **Period Date**. 4. Select the **Scorecard** this period applies to. 5. Click **Save**.
12
**Add or Edit Reporting Frequencies** 1. Click **Settings** from the top navigation. 2. Select **Reporting Periods**.
13
1. Navigate to the **Reporting Frequencies** tab. 2. Click the **plus icon** to add a new frequency. 3. Enter the frequency **Name** (e.g., Monthly). 4. (Optional) Select the Scorecard the frequency will apply to. If left blank, it will apply to all Scorecards. 5. Choose the **Periods**. 6. Click **Save**. 💡 For a Quarterly Reporting Frequency, include every month in the quarter (e.g., January–March for Q1).
