End user summary reports
This article will walk you through how to create a summary report in ClearPoint for end users to easily make their data updates all in one place.
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Summary reports provide a way to view or edit multiple elements at once, all from the same place. Creating a summary report that includes the fields users will need to update in ClearPoint is a great way to provide a seamless end user update experience.
For this example, we will be building a Measure summary report. Click on the Measures menu in the top navigation and click on Manage Measure Reports.
Click the plus icon to add a new measure summary report.
Name your new summary report and click into the Columns tab.
Click Add Column and check the boxes next to the fields that should be updated for the reporting period. This often includes update fields such as Analysis, Recommendations, Series Name, Series Status, etc. Click Save.
It can also be helpful to include the Owner and Reporting Frequency fields in this report so the user knows who is responsible for the update and how often an update should be made.
Filtering a summary report can be useful to narrow down which Measures are included in the report. For a report that will be used by many different end users to make their updates, we recommend setting up a Current User filter.
Click into the Filter tab.
Click on the Add Filter button.
Use the dropdown menus to set up filter criteria.
Utilizing the filtering feature will show only measures that are owned by the viewer of the report, thus the report will look different for each user and will only display the measures that they are responsible for updating.
When you are finished setting up your filter, click Save. Click Save on the overall report as well.
Once saved, users can double click into fields in the report to make updates to the measures they are the owner of! When they are done with their changes they can click on the green check mark to Save or the red X to Discard.
After creating the update summary report, we can provide a new home for our summary report at the scorecard level.
Use a data grid custom field to display your summary report. Data Grid custom fields are interactive, allowing you to inline edit and update the report, right from the page it is being reference on. Using Data Grids will allow you to view multiple summary reports all on one page.
Feel free to add any other relevant fields to the scorecard summary report, including a text box with instructions for your end users on how to make their updates. Now they have everything they need – all conveniently located on one page!
Bulk set the scorecard landing page as the home page for the relevant users.
If you would like to force users into this view, you can enable ‘Prevent users from changing their home page’ in the Organization and Security section of Admin Options.
Check out our help article for detailed instructions on setting your home page in ClearPoint.
By taking these steps, administrators can ensure their end-users have everything they need to update their elements on time, allowing your team to focus less on data collection and more on executing your strategy.