Managing Reporting Frequencies
This article explains how to add and manage Reporting Frequencies in ClearPoint.
Fernando Montenegro
8 steps
16 seconds
Clearpointstrategy
1
ClearPoint allows administrators to add and manage **Reporting Frequencies** to align measure data entry with your organization’s reporting cadence. Reporting Frequencies define the periods available for data entry—such as monthly, quarterly, or semi-annual—and are used throughout scorecards, reports, and exports. ClearPoint Next includes several default frequencies (Annual, Fiscal Years, Monthly, and Quarterly), and administrators can create additional frequencies as needed.
Adding a Reporting Frequency
2
You may want to add frequencies such as **Semi-Annual**, **Bimonthly**, or other custom cadences to match how your team reports performance. 1. Click on **Settings** from the top navigation. 2. Choose **Reporting Periods**.
3
1. Navigate to the **Reporting Frequencies** tab. 2. Click the **Plus (+)** icon to add a new reporting frequency. 3. Enter a **Reporting Frequency Name** (e.g., *Bi-Annual*). 4. Select the **Scorecard** this frequency should be available: 1. *This choice cannot be changed after saving.* 5. (Optional) Toggle **Default Reporting Frequency for New Measures** if you want all new measures to use this frequency automatically. 1. This does not affect existing measures. 6. Click **Save**.
Configuring Reporting Periods
4
1. Navigate to the **Reporting Frequencies** tab. 2. Click the **kebab menu (⋮)** and select **Edit Period Group**. 3. Navigate to the **Reporting Periods** tab. 4. For each selected period, enter a **Display Name** (e.g., *S1-26*, *Semester 1 2026*). 1. To include a period but hide it from the measure data table, enable **Hide in Grid**. 2. Hidden periods remain part of the reporting frequency but will not clutter the data table view. 5. Click **Save**.
Editing a Reporting Frequency
5
1. Navigate to the **Reporting Frequencies** tab. 2. Click the **kebab menu (⋮)** and select **Edit Period Group**. 3. Navigate to the **Reporting Frequency** tab. 4. Update the **Report Frequency** name. 5. Toggle the option to set this as the **Default Reporting Frequency**. 💡 You cannot change the scorecard availability once the frequency has been created.
Changing the Reporting Frequency of a Measure
6
1. Click on **Elements** from the left navigation. 2. Navigate to the **Measures** tab. 3. Click the **kebab menu (⋮)** and select **Edit Measure**. 4. Navigate to the **Edit** **Fields** tab. 5. Choose a different **Reporting Frequency** from the dropdown. 6. Click **Save**.
Deleting a Reporting Frequency
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A reporting frequency **cannot be deleted** if any elements still use it.\ Use the **Period Report** to identify which measures need to be updated before removal.
Understanding Data Display Behavior
8
Even when reporting frequencies are aligned to the start of a quarter, ClearPoint may display the **previous quarter’s data during the early part of a new quarter**.\ For example, January and February (the beginning of Q1) may still show Q4 values. This is intentional and ensures: - Users see the last completed data set - Analysis is based on finalized information - Reporting remains accurate during transition periods No configuration changes are required to adjust this behavior.
Managing Reporting Frequencies
This article explains how to add and manage Reporting Frequencies in ClearPoint.
Fernando Montenegro
8 steps
16 seconds
Clearpointstrategy
1
ClearPoint allows administrators to add and manage **Reporting Frequencies** to align measure data entry with your organization’s reporting cadence. Reporting Frequencies define the periods available for data entry—such as monthly, quarterly, or semi-annual—and are used throughout scorecards, reports, and exports. ClearPoint Next includes several default frequencies (Annual, Fiscal Years, Monthly, and Quarterly), and administrators can create additional frequencies as needed.
Adding a Reporting Frequency
2
You may want to add frequencies such as **Semi-Annual**, **Bimonthly**, or other custom cadences to match how your team reports performance. 1. Click on **Settings** from the top navigation. 2. Choose **Reporting Periods**.
3
1. Navigate to the **Reporting Frequencies** tab. 2. Click the **Plus (+)** icon to add a new reporting frequency. 3. Enter a **Reporting Frequency Name** (e.g., *Bi-Annual*). 4. Select the **Scorecard** this frequency should be available: 1. *This choice cannot be changed after saving.* 5. (Optional) Toggle **Default Reporting Frequency for New Measures** if you want all new measures to use this frequency automatically. 1. This does not affect existing measures. 6. Click **Save**.
Configuring Reporting Periods
4
1. Navigate to the **Reporting Frequencies** tab. 2. Click the **kebab menu (⋮)** and select **Edit Period Group**. 3. Navigate to the **Reporting Periods** tab. 4. For each selected period, enter a **Display Name** (e.g., *S1-26*, *Semester 1 2026*). 1. To include a period but hide it from the measure data table, enable **Hide in Grid**. 2. Hidden periods remain part of the reporting frequency but will not clutter the data table view. 5. Click **Save**.
Editing a Reporting Frequency
5
1. Navigate to the **Reporting Frequencies** tab. 2. Click the **kebab menu (⋮)** and select **Edit Period Group**. 3. Navigate to the **Reporting Frequency** tab. 4. Update the **Report Frequency** name. 5. Toggle the option to set this as the **Default Reporting Frequency**. 💡 You cannot change the scorecard availability once the frequency has been created.
Changing the Reporting Frequency of a Measure
6
1. Click on **Elements** from the left navigation. 2. Navigate to the **Measures** tab. 3. Click the **kebab menu (⋮)** and select **Edit Measure**. 4. Navigate to the **Edit** **Fields** tab. 5. Choose a different **Reporting Frequency** from the dropdown. 6. Click **Save**.
Deleting a Reporting Frequency
7
A reporting frequency **cannot be deleted** if any elements still use it.\ Use the **Period Report** to identify which measures need to be updated before removal.
Understanding Data Display Behavior
8
Even when reporting frequencies are aligned to the start of a quarter, ClearPoint may display the **previous quarter’s data during the early part of a new quarter**.\ For example, January and February (the beginning of Q1) may still show Q4 values. This is intentional and ensures: - Users see the last completed data set - Analysis is based on finalized information - Reporting remains accurate during transition periods No configuration changes are required to adjust this behavior.
