Summary Reports – Setting Up a Scorecard Landing Page

Learn how to configure a Scorecard landing page (also called a home page or dashboard) in ClearPoint Next.

Fernando Montenegro
17 steps
34 seconds

Clearpointstrategy

A Scorecard landing page gives users a high-level overview of performance the moment they open a Scorecard. Whether you build a custom layout or reference an existing Summary Report, your landing page should be clear, informative, and easy to navigate.

Creating a Standard Scorecard Landing Page

A *standard* Scorecard landing page uses a drag-and-drop layout similar to Detail Page layouts. You can add pods, fields, charts, and other content directly onto the page.

Create a Standard Scorecard Report

1. In the left navigation, click **Reports**. 2. Open **Scorecard Reports**. 3. Click **+ Add Report**. 4. Enter a **Report Name** (e.g., *Upward Airlines Landing Page*). 5. Select **Scorecard Detail Page** as the Report Type. 6. Click **Save**.

Configure Report Options

Report Options 1. Open the newly created Scorecard Report. 2. Click the **kebab menu (⋮)** and select **Edit Element**.

In the **Edit Fields** tab you can configure: - **Quick find** - Search for any field within the Edit Fields tab to jump directly to it. - **Name** - Update the Scorecard’s name. This is the title that appears in navigation, reports, and references. - **Parent Scorecard** - Assign or change the hierarchical parent of the Scorecard. - **Owner** - Select the primary owner responsible for the Scorecard. - Collaborators - Add additional team members who help manage the Scorecard. - **Tags** - Apply custom Tags to classify or group Scorecards. Useful for filtering, reporting, and organizing content. - **Strategic plan** - A fully editable rich text area where you can include strategic content.

Add Content

Add elements to the Scorecard report.

1. Open the newly created Scorecard Report. 2. Click the **kebab menu (⋮)** and select **Edit Layout**.

1. Click **Add Card**. 2. Drag and drop elements to arrange them in any order or layout. 3. Click **Save**.

Creating a Reference Scorecard Landing Page

A *reference* Scorecard landing page displays an existing Summary Report—such as a Dashboard, Heat Map, or Alignment Matrix—but under a different name. Use this option when you don’t need a custom layout.

Add a Reference Report

1. From the left navigation, click **Reports**. 2. Open **Scorecard Reports**. 3. Click **+ Add Report**. 4. Enter a **Report Name** (e.g., *Western Division Dashboard*).

In the **Add Report** drawer: 1. Click **Add Reference Report** under Report Type. 2. Under **Reference Element Type**, choose the element type of the report you want to reference (e.g., *Measures*). 3. Select a **Template Layout**. 4. Click **Save**.

💡 The new report appears with a **Reference** label to differentiate it from standard reports.

Making a Report the Scorecard Landing Page

There are two ways to set a Scorecard landing page depending on whether you want a **Scorecard-specific landing page** or a **personal home page for users**.

1. Set the Scorecard Landing Page (for everyone)

This makes the report the first page users see when they click into that Scorecard.

1. Go to **Reports → Scorecard Reports**. 2. Drag the report you want to use for the landing page to the **top of the list**. 💡 The topmost report becomes the default landing page for all users with access.

2. Set a Home Page (for yourself or multiple users)

This makes the report the *first page shown after logging into ClearPoint*.

1. Open **Reports → Scorecard Reports**. 2. Locate the report you want to use. 3. Click the **kebab menu (⋮)** and select **Set Home**.