Summary Reports – Editing a Summary Report
Learn how to edit and organize Summary Reports in ClearPoint.
Fernando Montenegro
12 steps
24 seconds
Clearpointstrategy
1
Summary Reports in ClearPoint make it easy to review and update key data in one place. Instead of navigating to each element’s detail page, you can edit multiple fields—such as status, owner, and analysis—directly from the report view. Best of all, any changes made in a Summary Report automatically sync with the element’s detail page—no double editing required.
Edit Data Inline
2
You can edit data directly from the report.
3
1. From the left navigation, click **Reports**. 2. Navigate to the **Measures** page.
4
1. Open the **Summary Report** you want to work with. 2. **Double-click** in any editable cell (for example, Status, Analysis, or Recommendations). 3. Enter your updates. 4. Click **Save**.
5
Learn how create a Summary Report.\ See our article [**Managing Summary Reports**](https://next-support.clearpointstrategy.com/en/articles/12825150-summary-reports-managing-summary-reports#h_e8b8074e49)**.** 💡 *All edits made in a Summary Report instantly update the corresponding element’s Detail Page—no additional steps required.*
Edit a Report from Edit Drawer
6
You can open any existing Summary Report directly from the **Reports** tab to update its settings, columns, filters, or access options.
7
1. From the left navigation, click **Reports**. 2. Choose the report category for the element type you want to edit — for example, **Objective Reports**, **Measure Reports**, or **Initiative Reports**. 3. Locate the report in the list. - Use the **Search bar** or **Filters** at the top to find it quickly.
8
1. Click the **kebab menu (⋮)** and select **Edit Report**.
9
1. The **Edit Report drawer** opens on the right side of the screen. 2. Make your updates as needed: - **Report tab** – Change the report name, type, table style, or access settings. - **Columns tab** – Add, remove, or reorder columns and adjust formatting. - **Elements tab** – Select which Scorecards or specific elements to include. - **Filters tab** – Apply criteria such as Status or Owner to narrow results. 3. Click **Save** to apply your changes.
10
💡 *Edits made here update instantly for all users who can access the report—no need to recreate or re-export.*
Ordering Summary Reports
11
ClearPoint allows you to reorder how Summary Reports appear in dropdown menus.\ This helps users keep frequently accessed reports—like dashboards or alignment matrix—at the top for quick navigation.
12
1. On the **Manage Reports** page, click and **drag** a report to change its position in the list. 2. Drop the report in its new position. 3. Click **Save**. 💡 *Use drag-and-drop ordering to prioritize key reports by audience—like leadership, departments, or project teams.*
Summary Reports – Editing a Summary Report
Learn how to edit and organize Summary Reports in ClearPoint.
Fernando Montenegro
12 steps
24 seconds
Clearpointstrategy
1
Summary Reports in ClearPoint make it easy to review and update key data in one place. Instead of navigating to each element’s detail page, you can edit multiple fields—such as status, owner, and analysis—directly from the report view. Best of all, any changes made in a Summary Report automatically sync with the element’s detail page—no double editing required.
Edit Data Inline
2
You can edit data directly from the report.
3
1. From the left navigation, click **Reports**. 2. Navigate to the **Measures** page.
4
1. Open the **Summary Report** you want to work with. 2. **Double-click** in any editable cell (for example, Status, Analysis, or Recommendations). 3. Enter your updates. 4. Click **Save**.
5
Learn how create a Summary Report.\ See our article [**Managing Summary Reports**](https://next-support.clearpointstrategy.com/en/articles/12825150-summary-reports-managing-summary-reports#h_e8b8074e49)**.** 💡 *All edits made in a Summary Report instantly update the corresponding element’s Detail Page—no additional steps required.*
Edit a Report from Edit Drawer
6
You can open any existing Summary Report directly from the **Reports** tab to update its settings, columns, filters, or access options.
7
1. From the left navigation, click **Reports**. 2. Choose the report category for the element type you want to edit — for example, **Objective Reports**, **Measure Reports**, or **Initiative Reports**. 3. Locate the report in the list. - Use the **Search bar** or **Filters** at the top to find it quickly.
8
1. Click the **kebab menu (⋮)** and select **Edit Report**.
9
1. The **Edit Report drawer** opens on the right side of the screen. 2. Make your updates as needed: - **Report tab** – Change the report name, type, table style, or access settings. - **Columns tab** – Add, remove, or reorder columns and adjust formatting. - **Elements tab** – Select which Scorecards or specific elements to include. - **Filters tab** – Apply criteria such as Status or Owner to narrow results. 3. Click **Save** to apply your changes.
10
💡 *Edits made here update instantly for all users who can access the report—no need to recreate or re-export.*
Ordering Summary Reports
11
ClearPoint allows you to reorder how Summary Reports appear in dropdown menus.\ This helps users keep frequently accessed reports—like dashboards or alignment matrix—at the top for quick navigation.
12
1. On the **Manage Reports** page, click and **drag** a report to change its position in the list. 2. Drop the report in its new position. 3. Click **Save**. 💡 *Use drag-and-drop ordering to prioritize key reports by audience—like leadership, departments, or project teams.*
