Getting Started – Layouts and Summary Reports | ClearPoint Strategy

Getting Started – Layouts and Summary Reports

In this video you’ll learn the simple process behind changing layouts and summary reports in ClearPoint. You’ll learn how to select and arrange fields on any page, as well as create custom reports to display the information you want exactly where you want it.

Detail Layouts

1) Use the plus icon to add fields to the page

2) Use the delete icon to remove fields from the page

3) Add a new page

Summary Reports

1) Arrange layout and select fields to show

2) Select scorecards and elements to show

3) Filter the report

Next: Project Management >>

How useful was this support article?

Click on a star to rate the help article!

We are sorry this article was not helpful for you.

Please help us improve this article

How can we improve this article?