Creating and using summary report templates | ClearPoint Strategy

Creating and using summary report templates

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 a measure summary report template to your scorecard. The instructions are the same for adding and using objective, initiative, action item, and risk summary report templates.

In This Article

Creating a summary report template

In order to create a summary report template, navigate to the report you would like to make a template. Click the pencil icon to edit the chosen report. Check off the box that reads “Include in template library”. Make sure to click Save to update your change.

Adding a new report using a summary report template

Once you have a summary report template set up, you can easily create a new report using the new template.

Click on the Measures top menu dropdown and then Manage Measure Reports. Click on the dropdown next to the plus icon. Select the option ‘Add from Template‘.

Use the Report Template dropdown menu to select which summary report template you would like to use. Once you select the appropriate template, fill in the New Report Name. Make sure to click Save to save the new report.