Summary Reports – Managing Summary Reports
Learn how to create, edit, and customize Summary Reports in ClearPoint.
Fernando Montenegro
10 steps
20 seconds
Clearpointstrategy
1
Summary Reports in ClearPoint help you track performance across multiple elements, monitor trends, and share insights with others.\ These reports can provide organization-wide overviews or detailed team-level analyses—allowing you to visualize progress and focus on key results.
Creating a New Summary Report
2
1. From the left navigation, click **Reports**. 2. Select the report category (e.g., **Measures**, **Objectives**, **Initiatives**). 3. Click **+ Add Report**. 4. In the **Add Report** drawer, enter the following details: - **Report Name** – Enter a name for your report (e.g., *Matrix – Central Division*). - **Report Type** – Choose the report structure: - **Grid Report** – Displays data fields as columns (most common). - **Matrix Report** – Shows relationships between elements (e.g., parent and child links). - **Dashboard Report** – Displays visual charts from selected Measures. - **Report Template** 5. Click **Save**.
3
💡 *Use Private Reports to test configurations before making them visible to your full team. Access Type can be found on the Report tab.*
Editing a Summary Report
4
Once your report is created, you can customize it further by selecting which data fields (columns) to include and how they’re displayed.
5
1. Locate your report on the **Reports** page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
Adding Columns to a Report
6
1. Navigate to the **Columns tab**. 2. Use the **Add Column** dropdown menu to select an Object Type (e.g., *Action Item*). 3. Use the dropdown menu to select a Field (e.g., *Status Icon*). 4. Click **+ Add Column**. 5. Click **Save**. 💡 *You can* drag and drop to rearrange the column order.
Edit Column Options
7
Once columns are added, you can format and organize your report.
8
1. Click the **kebab menu (⋮)** and select **Edit Column**.
9
1. Customization options. - **Custom Label** – Rename a column for this specific report (e.g., *Metrics*). - **Full Width** – The total width automatically adjusts to fill 100% of the report layout. - **Reporting Periods** – Select the Reporting Periods the report will display. - **Column Background Color** – You can customize the column background color. 2. Once you are done with your changes, click **Save**.
10
💡 *Reports automatically update when new data is entered for their linked elements, ensuring you always view the latest information.*
Summary Reports – Managing Summary Reports
Learn how to create, edit, and customize Summary Reports in ClearPoint.
Fernando Montenegro
10 steps
20 seconds
Clearpointstrategy
1
Summary Reports in ClearPoint help you track performance across multiple elements, monitor trends, and share insights with others.\ These reports can provide organization-wide overviews or detailed team-level analyses—allowing you to visualize progress and focus on key results.
Creating a New Summary Report
2
1. From the left navigation, click **Reports**. 2. Select the report category (e.g., **Measures**, **Objectives**, **Initiatives**). 3. Click **+ Add Report**. 4. In the **Add Report** drawer, enter the following details: - **Report Name** – Enter a name for your report (e.g., *Matrix – Central Division*). - **Report Type** – Choose the report structure: - **Grid Report** – Displays data fields as columns (most common). - **Matrix Report** – Shows relationships between elements (e.g., parent and child links). - **Dashboard Report** – Displays visual charts from selected Measures. - **Report Template** 5. Click **Save**.
3
💡 *Use Private Reports to test configurations before making them visible to your full team. Access Type can be found on the Report tab.*
Editing a Summary Report
4
Once your report is created, you can customize it further by selecting which data fields (columns) to include and how they’re displayed.
5
1. Locate your report on the **Reports** page. 2. Click the **kebab menu (⋮)** and select **Edit Report**.
Adding Columns to a Report
6
1. Navigate to the **Columns tab**. 2. Use the **Add Column** dropdown menu to select an Object Type (e.g., *Action Item*). 3. Use the dropdown menu to select a Field (e.g., *Status Icon*). 4. Click **+ Add Column**. 5. Click **Save**. 💡 *You can* drag and drop to rearrange the column order.
Edit Column Options
7
Once columns are added, you can format and organize your report.
8
1. Click the **kebab menu (⋮)** and select **Edit Column**.
9
1. Customization options. - **Custom Label** – Rename a column for this specific report (e.g., *Metrics*). - **Full Width** – The total width automatically adjusts to fill 100% of the report layout. - **Reporting Periods** – Select the Reporting Periods the report will display. - **Column Background Color** – You can customize the column background color. 2. Once you are done with your changes, click **Save**.
10
💡 *Reports automatically update when new data is entered for their linked elements, ensuring you always view the latest information.*
