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
- <strong>Scorecard</strong>
- <strong>Default Grid</strong>
- Objectives summary reports
- <strong>Objectives</strong>
- <strong>Alignment Matrix</strong>
- <strong>Measure Alignment</strong>
- <strong>Initiative Alignment</strong>
- Measures summary reports
- <strong>Measures</strong>
- <strong>Dashboard</strong>
- <strong>Alignment Matrix</strong>
- Initiatives summary reports
- <strong>Initiatives</strong>
- <strong>Gantt Chart</strong>
- <strong>Alignment Matrix</strong>
- Action Items summary reports
- <strong>Action Items</strong>
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.
