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Scorecard summary reports are formatted differently from other types of summary reports. With scorecard summary reports, you can set an existing report to display when you first log in, or create a custom home screen
This article walks you through how to add an objective summary report to your scorecard. Instructions 1) Click on the ‘Objectives’ dropdown menu. 2) Select ‘Manage Objective Reports’. 3) Click on the Add Report icon.
This article walks you through how to add a measure summary report to your scorecard. Instructions 1) Click on the ‘Measures’ dropdown menu. 2) Select ‘Manage Measure Reports’. 3) Click on the Add Report icon.
This article walks you through how to add an initiative summary report to your scorecard. Instructions 1) Click on the ‘Initiatives’ dropdown menu. 2) Select ‘Manage Initiative Reports’. 3) Click on the Add Report Icon.
Certain summary reports are defaults in ClearPoint. Default reports can be hidden and renamed, but cannot be edited or deleted. Default summary reports vary depending on the type of element. This article gives a brief overview
Templates allow you to save the layout of a summary report and use it to create standardized summary reports in any scorecard. This article walks you through how to add an objective summary report template to your
This article walks you through how to add an objective summary report from a template. The instructions are the same for measures, initiatives and action items. Make sure you create a summary report template before
There are two ways to select elements to include in a summary report: they can be selected individually, or the elements can be filtered based off of certain characteristics. This article walks through both of
This article explains how to select information to display in a summary report by choosing which columns to include. This example uses a measures summary report, but selecting columns is possible for any non-default obejctive,
By default, each column in a summary view shows the current period only, but it is possible to display multiple periods of data for columns containing update information. This article walks you through selecting which
This article demonstrates how to edit the information for an objective inline on an objective summary report. The instructions are the same for measure, initiative, and action item summary reports. Instructions 1) Click the name of
This article covers two options for customizing the look of a summary report: changing column width and column header name. ClearPoint lets you change the label that appears in the header of your summary report
This article demonstrates how to use the features found when clicking on the magnifying glass icon at the top of a summary report. The instructions are the same for objective, measure, initiative, and action item
There are four options for summary report access type: hidden, private, restricted and global. You can control the visibility of scorecard, objective, measure, initiative, action item, and risk summary reports using these options. This article
This article explains how to display the name of an element owner alongside the element in a summary report. This example uses a measure summary report, but the process is the same for all non-default
This article walks you through how to set the default number of rows for summary reports across your account. This default applies to all users in your organization. Instructions 1) Click on ‘Admin Options’ from
Once initiatives, milestones or action items have been marked as complete, you have the option to hide them from summary reports. These options are set up for each scorecard individually. Instructions 1) Click on ‘Scorecards’.
Sometimes it can be helpful to pull together information from various sources (and link to others) to tell a story with your data. ClearPoint has a custom field that can do just that. An HTML
ClearPoint gives you a couple of account-wide options for marking elements complete. This article walks you through how to put a strike-through on completed items, as well as how to mark items complete from summary
ClearPoint reports can be customized in many ways. This article explains the Advanced options for summary reports. Instructions 1) From a ‘Manage Element Reports’ page, click on the Edit icon next to the report that
Summary reports pull out pertinent information for meetings, presentations, and document production. Filtering summary reports can be utilized to include or not include particular elements based on several different factors. Instructions 1) When building a
ClearPoint lets you hide the page title and subtitle on summary report exports, which includes briefing books and PDF exports. You cannot hide the page title on detail pages. Instructions 1) Click the Edit Report
This article explains how to create a “heat map” or “matrix” summary view, which allows you to display data from multiple periods along with their color status for each period. Instructions 1) Click the ‘Measures’
The format of scorecard summary reports allows you to pull in other summary reports alongside the other information on the page – a great way to summarize executive-level information. The field type necessary for this
You can control page breaks (pagination) in ClearPoint by following the instructions below. Page breaks occur when there is too much information on a single page and the page “bleeds” onto a second page. This
Bootstrap is a framework that allows anyone with a basic knowledge of HTML and CSS to create elegant page designs. ClearPoint gives you the ability to use Bootstrap to create custom scorecard landing pages, and
There are a few account-wide options that an account administrator controls when it comes to summary reports and PDF exports. Learn about those here. Instructions 1) Click on ‘Admin Options’ from under ‘System Settings’. 2)
This article describes how to create calculated fields, which allow you to display series as columns in summary views. Values will only show up in a calculated field if the series included have the same
ClearPoint lets you customize the look of summary report tables using CSS, which means you can match ClearPoint reports to your organization’s branding and colors. This article shows how to create and use a CSS