Summary Reports – Selecting Elements for a Summary Report
Learn how to select specific elements to include in a Summary Report in ClearPoint.
Fernando Montenegro
14 steps
28 seconds
Clearpointstrategy
1
Summary Reports in ClearPoint provide a high-level overview of your organization’s performance across multiple Scorecards and elements.\ By choosing which elements to include, you can create customized reports that highlight only the most relevant Objectives, Measures, Initiatives, or other elements for your audience.
Selecting Elements for a Measure Report
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In this example, we’ll build a **Measure Summary Report** and choose which Measures to include from specific Scorecards.
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1. From the left navigation, click **Reports**. 2. Select **Measures**. 3. Click **+ Add Report**. 4. Enter a **Report Name** (e.g., *Measure – Custom Report*). 5. Choose a **Report Type**: - **Grid Report** – Shows element data in columns for tracking performance and relationships. - **Matrix Report** – Displays parent–child Measure relationships across Scorecards. - **Dashboard Report** – Displays visual charts to track and compare performance across measures. 6. Click **Save**.
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1. Click the **kebab menu (⋮)** and select **Edit Report.**
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1. Navigate to the **Report** **tab**. 2. Under **Access Type**, choose **Global Report** so all Scorecard users can view it. 3. Select a **Header Background Color** (e.g., *Primary*) to define the report’s visual design. 1. Optional – Set a Background Transparency level 4. Click **Save**.
Adding Columns
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After saving, configure which data fields should appear as columns in your report.
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1. Locate the report you want to work with on the **Measure Reports** page. 2. Click the **kebab menu (⋮)** and select **Edit Report.**
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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**. 1. Drag and drop Columns to customize the report to your needs. 5. Click **Save**.
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💡 *You can add fields from any element type—Objective, Measure, Initiative, or Action Item—regardless of the report’s type.*
Selecting Specific Elements to Include
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Once your columns are set, use the **Elements tab** to choose exactly which items appear in the report.
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1. Navigate to the **Elements** tab. 2. Select the **Scorecard** that contains the elements you want to include. 3. Select the specific elements you want to include from the **Scorecard**. 4. Click **Save**. 💡 *Selecting specific elements helps tailor reports to highlight particular departments, KPIs, or strategic themes.*
Filtering Your Report
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Filters allow you to narrow your report results to show only elements that meet specific criteria (such as Owner, Status, or Frequency).
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1. Navigate to the **Filters** tab. 2. Click **Add Filter**. 3. Choose a **Field** to filter by (e.g., *Owner*). 4. Select a **Comparison Criteria** (e.g., *Equals*). 5. Enter a **Value** (e.g., *Clarice Strong*). 6. Click **Save.**
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💡 *Available filter options depend on the report type—for Measure Reports, you can filter by either **Measure** or **Series** fields.*
Summary Reports – Selecting Elements for a Summary Report
Learn how to select specific elements to include in a Summary Report in ClearPoint.
Fernando Montenegro
14 steps
28 seconds
Clearpointstrategy
1
Summary Reports in ClearPoint provide a high-level overview of your organization’s performance across multiple Scorecards and elements.\ By choosing which elements to include, you can create customized reports that highlight only the most relevant Objectives, Measures, Initiatives, or other elements for your audience.
Selecting Elements for a Measure Report
2
In this example, we’ll build a **Measure Summary Report** and choose which Measures to include from specific Scorecards.
3
1. From the left navigation, click **Reports**. 2. Select **Measures**. 3. Click **+ Add Report**. 4. Enter a **Report Name** (e.g., *Measure – Custom Report*). 5. Choose a **Report Type**: - **Grid Report** – Shows element data in columns for tracking performance and relationships. - **Matrix Report** – Displays parent–child Measure relationships across Scorecards. - **Dashboard Report** – Displays visual charts to track and compare performance across measures. 6. Click **Save**.
4
1. Click the **kebab menu (⋮)** and select **Edit Report.**
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1. Navigate to the **Report** **tab**. 2. Under **Access Type**, choose **Global Report** so all Scorecard users can view it. 3. Select a **Header Background Color** (e.g., *Primary*) to define the report’s visual design. 1. Optional – Set a Background Transparency level 4. Click **Save**.
Adding Columns
6
After saving, configure which data fields should appear as columns in your report.
7
1. Locate the report you want to work with on the **Measure Reports** page. 2. Click the **kebab menu (⋮)** and select **Edit Report.**
8
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**. 1. Drag and drop Columns to customize the report to your needs. 5. Click **Save**.
9
💡 *You can add fields from any element type—Objective, Measure, Initiative, or Action Item—regardless of the report’s type.*
Selecting Specific Elements to Include
10
Once your columns are set, use the **Elements tab** to choose exactly which items appear in the report.
11
1. Navigate to the **Elements** tab. 2. Select the **Scorecard** that contains the elements you want to include. 3. Select the specific elements you want to include from the **Scorecard**. 4. Click **Save**. 💡 *Selecting specific elements helps tailor reports to highlight particular departments, KPIs, or strategic themes.*
Filtering Your Report
12
Filters allow you to narrow your report results to show only elements that meet specific criteria (such as Owner, Status, or Frequency).
13
1. Navigate to the **Filters** tab. 2. Click **Add Filter**. 3. Choose a **Field** to filter by (e.g., *Owner*). 4. Select a **Comparison Criteria** (e.g., *Equals*). 5. Enter a **Value** (e.g., *Clarice Strong*). 6. Click **Save.**
14
💡 *Available filter options depend on the report type—for Measure Reports, you can filter by either **Measure** or **Series** fields.*
