Getting Started – Introduction to Summary Reports

Summary reports are used to summarize information across multiple elements, pulling the relevant fields and information associated with individual elements into one comprehensive view.

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Getting Started – Introduction to Summary Reports

Adding a custom Gantt chart summary report

Building a summary report for making updates

Creating an easy update experience for end users

Creating an alignment matrix summary report

Summary Reports Care Package

Using the Series Status Field

Explaining the default summary reports in ClearPoint

Using quick filter and sort options on summary reports

Creating and using summary report templates

Setting default number of rows for a summary report

Creating a “heat map” or “matrix” summary report

Understanding Report Options

Creating and using a calculated field

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Getting Started – Introduction to Summary Reports