Summary Reports – Manage Access to a Summary Report
Learn how to duplicate, delete, and manage access to Summary Reports in ClearPoint.
Fernando Montenegro
8 steps
16 seconds
Clearpointstrategy
1
ClearPoint gives you flexible control over who can view a Summary Report, helping you ensure that the right information is visible to the appropriate users across your organization.
Duplicating a Summary Report
2
Duplicating a report is useful when you want to reuse an existing layout, filter set, or element structure as the basis for a new report.
3
1. From the left navigation, click **Reports**. 2. Select the report category (e.g., **Measure Reports**). 3. Click the **kebab menu (⋮)** and select **Duplicate Report**. 4. Enter a **New Report Name** (e.g., *Measure - Eastern Report*). 5. Click **Duplicate**. 💡 Your new report will now appear in the report list.
Deleting a Summary Report
4
The deletion process is the same for Objectives, Measures, Initiatives, and Action Items.
5
1. From the left navigation, click **Reports**. 2. Open the appropriate report category (e.g., **Measure Reports**). 3. Locate the report you want to delete. 4. Click the **kebab menu (⋮)** and select **Delete Report**. 5. Confirm by clicking **Delete**. ⚠️ *Deleted reports cannot be recovered.*
Managing Access to a Summary Report
6
You can control report visibility using **Access Type** settings. This determines who can see a report in the Reports menu and in the top navigation dropdown. Access Types include: - **Global** – Visible to all users with access to the Scorecard. - **Private** – Visible only to the user who created the report. - **Hidden** – Hidden in top navigation but visible to all users on the Manage Reports page. - **Restricted** – *(For some report types)* Visible only to selected roles or users.
Update Access Type
7
1. From the left navigation, click **Reports**. 2. Open the report category (e.g., **Measure Reports**). 3. Click the **kebab menu (⋮)** next to the report and select **Edit Report**.
8
1. In the **Report** tab, locate the **Access Type** dropdown. 2. Choose **Global**, **Private**, **Hidden**, or **Restricted**. 3. Click **Save**.
Summary Reports – Manage Access to a Summary Report
Learn how to duplicate, delete, and manage access to Summary Reports in ClearPoint.
Fernando Montenegro
8 steps
16 seconds
Clearpointstrategy
1
ClearPoint gives you flexible control over who can view a Summary Report, helping you ensure that the right information is visible to the appropriate users across your organization.
Duplicating a Summary Report
2
Duplicating a report is useful when you want to reuse an existing layout, filter set, or element structure as the basis for a new report.
3
1. From the left navigation, click **Reports**. 2. Select the report category (e.g., **Measure Reports**). 3. Click the **kebab menu (⋮)** and select **Duplicate Report**. 4. Enter a **New Report Name** (e.g., *Measure - Eastern Report*). 5. Click **Duplicate**. 💡 Your new report will now appear in the report list.
Deleting a Summary Report
4
The deletion process is the same for Objectives, Measures, Initiatives, and Action Items.
5
1. From the left navigation, click **Reports**. 2. Open the appropriate report category (e.g., **Measure Reports**). 3. Locate the report you want to delete. 4. Click the **kebab menu (⋮)** and select **Delete Report**. 5. Confirm by clicking **Delete**. ⚠️ *Deleted reports cannot be recovered.*
Managing Access to a Summary Report
6
You can control report visibility using **Access Type** settings. This determines who can see a report in the Reports menu and in the top navigation dropdown. Access Types include: - **Global** – Visible to all users with access to the Scorecard. - **Private** – Visible only to the user who created the report. - **Hidden** – Hidden in top navigation but visible to all users on the Manage Reports page. - **Restricted** – *(For some report types)* Visible only to selected roles or users.
Update Access Type
7
1. From the left navigation, click **Reports**. 2. Open the report category (e.g., **Measure Reports**). 3. Click the **kebab menu (⋮)** next to the report and select **Edit Report**.
8
1. In the **Report** tab, locate the **Access Type** dropdown. 2. Choose **Global**, **Private**, **Hidden**, or **Restricted**. 3. Click **Save**.
