Summary Reports – Adding a Custom Gantt Summary Report
Learn how to build a custom Gantt Chart Summary Report in ClearPoint.
Fernando Montenegro
10 steps
20 seconds
Clearpointstrategy
1
A Gantt Chart Report provides a visual, timeline-based view of your Initiatives and (optionally) their Milestones. This report helps teams and stakeholders quickly understand project timelines, progress, and risks—all in a single chart.
Create a New Gantt Chart Report
2
1. From the left navigation, click **Reports**. 2. Select **Initiative Reports**. 3. Click **+ Add Report**. 4. Enter a **Report Name** (e.g., *Upward Air Gantt Chart*). 5. Under **Report Type**, select **Gantt Chart**. 6. Click **Save**. 💡 Your new Gantt Chart Report will appear under **Initiative Reports**.
Select Initiatives to Include in the Report
3
1. Locate the report you want to work with in the **Initiatives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
4
1. Navigate to the **Report** tab. 2. Select the **Scorecard** you want to include. 3. Select specific Initiatives to be included. 4. Click **Save**. 💡 Your report will now show only the selected Initiatives.
Filter Initiatives in the Report
5
Use filters to narrow down which Initiatives appear—such as filtering by Status, Owner, Tags, or Timeline.
6
1. Locate the report you want to work with in the **Initiatives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
7
1. Go to the **Filters** tab. 2. Click **+ Add Filter**. 3. Select a **Field** (e.g., *Status*). 4. Select a **Comparison** (e.g., *Equals*). 5. Enter a **Value** (e.g., *Below Plan*). 6. Click **Save**. 💡 Your Gantt Report will now include only Initiatives that match your filter criteria.
Customize the Order of Initiatives
8
By default, Gantt Chart Reports sort Initiatives by Start Date. You can override this if needed.
9
1. Locate the report you want to work with in the **Initiatives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
10
1. Navigate to the **Report** tab. 2. Toggle **Custom Sort Enabled**. 3. Click **Save**. 💡 Your Gantt Chart Report will now display Initiatives in your custom order.
Summary Reports – Adding a Custom Gantt Summary Report
Learn how to build a custom Gantt Chart Summary Report in ClearPoint.
Fernando Montenegro
10 steps
20 seconds
Clearpointstrategy
1
A Gantt Chart Report provides a visual, timeline-based view of your Initiatives and (optionally) their Milestones. This report helps teams and stakeholders quickly understand project timelines, progress, and risks—all in a single chart.
Create a New Gantt Chart Report
2
1. From the left navigation, click **Reports**. 2. Select **Initiative Reports**. 3. Click **+ Add Report**. 4. Enter a **Report Name** (e.g., *Upward Air Gantt Chart*). 5. Under **Report Type**, select **Gantt Chart**. 6. Click **Save**. 💡 Your new Gantt Chart Report will appear under **Initiative Reports**.
Select Initiatives to Include in the Report
3
1. Locate the report you want to work with in the **Initiatives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
4
1. Navigate to the **Report** tab. 2. Select the **Scorecard** you want to include. 3. Select specific Initiatives to be included. 4. Click **Save**. 💡 Your report will now show only the selected Initiatives.
Filter Initiatives in the Report
5
Use filters to narrow down which Initiatives appear—such as filtering by Status, Owner, Tags, or Timeline.
6
1. Locate the report you want to work with in the **Initiatives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
7
1. Go to the **Filters** tab. 2. Click **+ Add Filter**. 3. Select a **Field** (e.g., *Status*). 4. Select a **Comparison** (e.g., *Equals*). 5. Enter a **Value** (e.g., *Below Plan*). 6. Click **Save**. 💡 Your Gantt Report will now include only Initiatives that match your filter criteria.
Customize the Order of Initiatives
8
By default, Gantt Chart Reports sort Initiatives by Start Date. You can override this if needed.
9
1. Locate the report you want to work with in the **Initiatives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
10
1. Navigate to the **Report** tab. 2. Toggle **Custom Sort Enabled**. 3. Click **Save**. 💡 Your Gantt Chart Report will now display Initiatives in your custom order.
