Summary Reports – Creating an Alignment Matrix Summary Report
Learn how to create and manage Alignment Matrix Summary Reports in ClearPoint.
Fernando Montenegro
12 steps
24 seconds
Clearpointstrategy
1
Alignment Matrix Reports help you visualize how strategic elements relate across Scorecards. They highlight parent-child connections and cross-Scorecard alignment, making it easy to understand how Objectives, Measures, and Initiatives support one another across your organization. Alignment Matrix Reports can be created for **Objectives**, **Measures**, or **Initiatives**.
Creating an Alignment Matrix Report
2
This example walks through building an **Objective Alignment Matrix**. The same steps apply to Measure and Initiative Alignment Matrices.
Create the Report
3
1. From the left navigation, click **Reports**. 2. Select **Objective Reports**. 3. Click **+ Add Report**. 4. Enter a **Report Name** (e.g., *Upward Air Alignment Matrix*). 5. Under **Report Type**, select **Alignment Matrix**. 6. Click **Save**.
Selecting Elements to Include
4
1. Locate the report you want to work with in the **Objectives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
5
1. Go to the **Elements** tab. 2. Choose which Objectives from the current Scorecard will populate the **first column**. 3. Click **Save**.
Filtering Elements
6
Use filters to narrow down the Objectives shown in the first column.
7
Use filters to narrow down the Objectives shown in the first column. 1. Locate the report you want to work with in the **Objectives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
8
1. Navigate to the **Filters** tab. 2. Click **+ Add Filter**. 3. Choose a **Field** (e.g., *Reporting Frequency*). 4. Select the **Comparison** (e.g., *Equals*). 5. Enter one or more **Values** (e.g., *Monthly*). 6. Click **Save**. 💡 Your report now displays only the Objectives that match your criteria.
Customizing the Order of Objectives
9
Use custom sorting when you want Objectives to appear in a specific order instead of the default.
10
1. Locate the report you want to work with in the **Objectives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
11
1. Go to the **Report** tab. 2. Toggle **Custom Sort Enabled**. 3. Click **Save**.
12
💡 Your Alignment Matrix will now reflect your custom ordering.
Summary Reports – Creating an Alignment Matrix Summary Report
Learn how to create and manage Alignment Matrix Summary Reports in ClearPoint.
Fernando Montenegro
12 steps
24 seconds
Clearpointstrategy
1
Alignment Matrix Reports help you visualize how strategic elements relate across Scorecards. They highlight parent-child connections and cross-Scorecard alignment, making it easy to understand how Objectives, Measures, and Initiatives support one another across your organization. Alignment Matrix Reports can be created for **Objectives**, **Measures**, or **Initiatives**.
Creating an Alignment Matrix Report
2
This example walks through building an **Objective Alignment Matrix**. The same steps apply to Measure and Initiative Alignment Matrices.
Create the Report
3
1. From the left navigation, click **Reports**. 2. Select **Objective Reports**. 3. Click **+ Add Report**. 4. Enter a **Report Name** (e.g., *Upward Air Alignment Matrix*). 5. Under **Report Type**, select **Alignment Matrix**. 6. Click **Save**.
Selecting Elements to Include
4
1. Locate the report you want to work with in the **Objectives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
5
1. Go to the **Elements** tab. 2. Choose which Objectives from the current Scorecard will populate the **first column**. 3. Click **Save**.
Filtering Elements
6
Use filters to narrow down the Objectives shown in the first column.
7
Use filters to narrow down the Objectives shown in the first column. 1. Locate the report you want to work with in the **Objectives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
8
1. Navigate to the **Filters** tab. 2. Click **+ Add Filter**. 3. Choose a **Field** (e.g., *Reporting Frequency*). 4. Select the **Comparison** (e.g., *Equals*). 5. Enter one or more **Values** (e.g., *Monthly*). 6. Click **Save**. 💡 Your report now displays only the Objectives that match your criteria.
Customizing the Order of Objectives
9
Use custom sorting when you want Objectives to appear in a specific order instead of the default.
10
1. Locate the report you want to work with in the **Objectives** report page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
11
1. Go to the **Report** tab. 2. Toggle **Custom Sort Enabled**. 3. Click **Save**.
12
💡 Your Alignment Matrix will now reflect your custom ordering.
