How To Build Summary Reports | Support Center | ClearPoint Strategy

Build summary reports

ClearPoint summary reports provide a way to view multiple strategic elements and related information all together, track trends in data over time, and share the results with various audiences. Anything you enter in ClearPoint can be displayed on a summary report, so they are an incredibly powerful way to integrate data from across the organization to facilitate strategic decision-making.

Build summary reports

Getting Started – Introduction to Summary Reports

Adding a custom Gantt chart summary report

Building a summary report for making updates

Creating an easy update experience for end users

Creating an alignment matrix summary report

Summary Reports Care Package

Using the Series Status Field

Explaining the default summary reports in ClearPoint

Using quick filter and sort options on summary reports

Creating and using summary report templates

Setting default number of rows for a summary report

Creating a “heat map” or “matrix” summary report

Understanding Report Options

Creating and using a calculated field