Explaining the default summary reports in ClearPoint | ClearPoint Strategy

Explaining the default summary reports in ClearPoint

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 of what is included in each report.

In This Article

Scorecard summary reports

Scorecard

Shows the scorecard’s categories, objectives, measures and initiatives in a grid view. Objectives must be linked to a perspective and measures and initiatives must be linked to an objective in order to show up here.

Default Grid

Shows the scorecard’s objectives, measures and initiatives in a grid view. Measures and initiatives must be linked to an objective to show up here.

Objectives summary reports

Objectives

Shows all objectives in the scorecard in a grid view, along with their owner, reporting period, and analysis and recommendations for the current period.

Alignment Matrix

Shows all objectives in the scorecard in a grid view, along with any child objectives located in other scorecards. Learn more about creating an alignment matrix summary report here!

Measure Alignment

Shows all objectives in the scorecard in a grid view, along with any measures linked to child objectives in other scorecards.

Initiative Alignment

Shows all objectives in the scorecard in a grid view, along with any initiatives linked to child objectives in other scorecards.

Measures summary reports

Measures

Shows all measures in the scorecard in a grid view, along with their owner, reporting period, and analysis and recommendations for the current period.

Dashboard

Shows all charts associated with the measures in the scorecard.

Alignment Matrix

Shows all measures in the scorecard in a grid view, along with any child measures located in other scorecards.

Initiatives summary reports

Initiatives

Shows all initiatives in the scorecard in a grid view, along with their owner, reporting period, end-date, and milestones.

Gantt Chart

Displays initiatives and milestones in a Gantt chart format, which shows their status color, percent complete, and start and end-dates.

Alignment Matrix

Shows all initiatives in the scorecard in a grid view, along with any child initiatives located in other scorecards.

Action Items summary reports

Action Items

Shows all action items in the scorecard in a grid view, along with their owner, reporting period, and any comments for this period.