Summarize Your Results – Creating and Using Summary Report Templates
This article explains how to create and use Summary Report Templates in ClearPoint Next.
Fernando Montenegro
7 steps
14 seconds
Clearpointstrategy
1
Templates make it easy to maintain consistency across reports and save time by letting you reuse the layout, columns, filters, and styling of an existing Summary Report in any Scorecard.
Creating a Summary Report Template
2
You can turn any existing Summary Report into a template that can be reused across your organization.
3
1. From the left navigation, click **Reports**. 2. Select the report type you want to work with (e.g., **Measure Reports**). 3. Click the **kebab menu (⋮)** and select **Edit Element**.
4
1. Navigate to the **Reports** tab. 2. Toggle **Include in Template Library**. 3. Click **Save**.
Adding a New Report Using a Template
5
Once a template is saved, creating a new report using that template only takes a few clicks.
6
1. From the left navigation, click **Reports**. 2. Select the report category (e.g., **Measure Reports**). 3. Click **+ Add Report**. 4. Enter a **Report Name**. 5. Select a **Report Type**. 6. Select **Add From Template**. 7. Click **Save**.
7
💡 Your new report will appear instantly under the appropriate report category.
Summarize Your Results – Creating and Using Summary Report Templates
This article explains how to create and use Summary Report Templates in ClearPoint Next.
Fernando Montenegro
7 steps
14 seconds
Clearpointstrategy
1
Templates make it easy to maintain consistency across reports and save time by letting you reuse the layout, columns, filters, and styling of an existing Summary Report in any Scorecard.
Creating a Summary Report Template
2
You can turn any existing Summary Report into a template that can be reused across your organization.
3
1. From the left navigation, click **Reports**. 2. Select the report type you want to work with (e.g., **Measure Reports**). 3. Click the **kebab menu (⋮)** and select **Edit Element**.
4
1. Navigate to the **Reports** tab. 2. Toggle **Include in Template Library**. 3. Click **Save**.
Adding a New Report Using a Template
5
Once a template is saved, creating a new report using that template only takes a few clicks.
6
1. From the left navigation, click **Reports**. 2. Select the report category (e.g., **Measure Reports**). 3. Click **+ Add Report**. 4. Enter a **Report Name**. 5. Select a **Report Type**. 6. Select **Add From Template**. 7. Click **Save**.
7
💡 Your new report will appear instantly under the appropriate report category.
