How-To Guides – Building a Summary Report for Making Updates

Learn how to create a Summary Report in ClearPoint for users to easily make updates.

Fernando Montenegro
17 steps
34 seconds

Clearpointstrategy

This article explains how to create a **Summary Report** in ClearPoint for users to easily view and update their assigned elements.\ Summary Reports consolidate data across multiple Measures, Objectives, or Initiatives, allowing for quick, inline updates in one place.

Creating a New Summary Report

In this example, we’ll build a **Measure Summary Report** and apply a filter so users see only the data they own.

1. From the left-hand navigation, select **Reports**. 2. Open the **Measure Reports** tab. 3. Click **+ Add Report**. 4. Enter a **Report Name** (e.g., *Status on KPIs*). 5. Click **Save**.

Adding Columns to the Summary Report

Columns define which fields will display and be editable within the report. Open the recently created Measure Report (e.g., *Status on KPIs*).

1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. In the **Columns** tab, use the dropdown menu to select the Object Type. 1. Check the boxes for the fields you want users to view or update.\ For example: - **Analysis** - **Recommendations** - **Owner** - **Reporting Frequency** 3. Click **Add Column**. 4. Click **Save**.

💡 *Columns marked as editable allow users to make inline updates directly from the report grid.*

Setting Up a Filter for Current User

A **Current User** filter ensures that each user only sees the elements they are responsible for updating.

1. Go to the **Filter** tab. 2. Click **Add Filter**. 3. Configure the filter: - **Element Type:** Measure - **Field:** Owner - **Comparison:** Is Me. 4. Click **Save**.

💡 *When a user views the report, it automatically filters to display only the Measures they own.*

Adding the Summary Report to a Scorecard Page

You can embed your new Summary Report directly on a Scorecard Summary Page for easy access.

Step 1: Create a Custom Data Grid Field

From the top navigation, click **System Setup** > **Customization**.

1. Click **+ Add Custom Field**. 2. Enter a **Field Name** (e.g., *Measure Alignment Report*). 3. Select the **Element Type** (Scorecard). 4. Set **Field Type** to (Data Grid). 5. Select the **Scorecards**. 6. Click **Save**.

Step 2: Add the Data Grid Field to a Scorecard Summary Report

1. Navigate to **Reports > Scorecard Reports**. 2. Open the **Scorecard Reports** tab. 3. Select the Scorecard you want to edit (e.g., *Manager Home Page*).

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

1. In the layout, click **Add Card** and select the **Data Grid** custom field you created. 2. Drag and drop it to the desired location on the layout. 3. Click **Save Layout**.

Step 3: Link the Data Grid to the Summary Report

1. On the Scorecard Summary Page, double-click the **Data Grid** field. 2. Configure: - **Scorecard:** Select your Scorecard (e.g., *Upward Airlines Corporate*) - **Element Type:** Measure - **Report:** *Status on KPIs* 3. Click **Save**.

Your Summary Report will now display directly in the Scorecard Summary Page, allowing users to view and edit updates inline.