Managing scorecard reports | ClearPoint Strategy

Managing scorecard reports

Scorecard reports can be thought of as a home page or dashboard for a scorecard, combining multiple reports or other pertinent information all on a single page. With scorecard summary reports, you can set an existing report to display when you first log in, or create a custom home screen for all viewers.

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Adding scorecard summary reports

Scorecard reports allow you to create a central page that encompasses information across multiple elements in a scorecard. Scorecard reports allow you to set an initial landing page that the gives you the ability to provide a general snapshot of how the scorecard is performing overall.

Click on the Scorecards dropdown menu, and select Manage Scorecard Reports. Click the plus icon to add a new report. A new window will appear. Name the report in the Layout Name field.

Click the gear icon to see the Report Options. Access Type sets the visibility of the summary report. For more information on access types, please see this article: Setting access rules or visibility for a summary report.

Selecting Include in template library allows you to store the same layout for use elsewhere in ClearPoint. For more information on summary report templates, please see this article: Creating and using summary report templates.

Selecting Hide page title hides the title and sub-title of the page in ClearPoint.

Drag fields from the list on the left and drop them in the quadrants on the right to add them to your summary report. Drag and drop to arrange the fields in your summary report. Note that the layout is divided into four quadrants rather than columns, similar to a detail page. When you are finished, click Save.

Displaying a data grid in a scorecard summary report

The format of scorecard summary reports allows you to pull in other summary reports alongside the other information on the page – a great way to summarize executive-level information. The field type necessary for this is called a Data Grid.

Creating a data grid custom field

To create a data grid field, click on System Settings and then Admin Options. Click on the Custom Fields tile.

Stay on the Scorecard tab since in this example the data grid field will be displayed on a scorecard summary report. Click on the plus icon to add a new Custom Field. Give the field an appropriate name in the Name field. For the Field Type, select Data Grid. Make sure to click Save when you are finished.

Using the data grid field in the scorecard summary report

To access the newly created data grid field, click on Scorecards in the top navigation and then Manage Scorecard Reports. Click the pencil icon next to the report.

Note: Data grid and other custom fields cannot be used on Reference layouts.  You can determine if a layout is a reference layout by the presence or absence of the blue Reference label.

In the layout editor, drag and drop the new data grid custom field into place. It is optional to manage the field-specific settings for the scorecard summary report/landing page by clicking the pencil icon next to the data grid field. When you are done, click Save.

From the Manage Scorecard Reports page, click on the name of the report. Double click on the data grid field. Click the pencil icon that appears on the right side of the field.

From here, use the dropdown menus to adjust the summary report that displays in the field. From the Select Scorecard dropdown select the referenced summary report’s home scorecard. For Element Type, select the type of summary report. Finally from the Report dropdown menu, select the name of the summary report.

Click the green checkmark at the top of the page to save. The summary report specified is displayed in the data grid custom field, as shown below.

Note: If you double click into the report, you can make inline edits and updates directly from the data grid!

Referencing charts on another page in ClearPoint

You can use a chart reference custom field to call charts onto detail pages and scorecard reports. This is helpful when you want to pull together charts from several different measure detail pages onto one page.

Adding a chart reference custom field

To reference a chart, you first need to create the custom field. Open System Settings in the control panel and click on Admin Options.

Click on Custom Fields to add a new custom field.

Select the element type for which you would like to add the chart reference custom field. This example shows how to add an objective chart reference custom field. After selecting the element tab, click on the plus icon to add a custom field. Give the field a Name and select Chart Reference from the Field Type dropdown menu. Click Save to add the custom field.

 

Note: Leave the Scorecards field blank to make this field available in all scorecards. Or, you can specify which scorecards to add it to.

Using the chart reference custom field

After adding the chart reference custom field, go to the page where you’d like to have the chart referenced. In the example, we will go to an objective detail page. Add the chart reference custom field to the layout so that we can edit the field and pull in the chart. Click on the arrow to the right of the pencil icon and select Edit Layout. Find the new custom field in the left hand menu and drag it onto the page. Click Save when done.

 

Note: For more information, check out this help article on editing detail page layouts.

Once the chart reference custom field has been added to the layout, edit the field by double clicking on it. Use the dropdown menus within the new field to reference a specific chart. Once specified, the chart will be pulled out onto the page. Click the green checkmark to save.

Using HTML with Data fields to reference information in ClearPoint

An HTML with Data field allows you to reference information from any page and display hyperlinks to any page in your ClearPoint account.

Creating the HTML with Data field

To create the HTML with Data custom field, open System Settings in the control panel and click Admin Options.

Click on Custom Fields.

Navigate to the element tab where you would like to add the custom field. In this example, we will add our custom field to the Scorecard element. Click on the plus icon to add a new custom field.

Enter the custom field name. Under Field Type, select HTML with Data. Click Save.

Using the HTML with Data field in the summary report

Since we added the HTML with Data custom field to our scorecard element, we will add this field to a scorecard summary report. You could also create these fields objectives, measures, etc. and the remaining directions will be the same!

Open the Scorecards dropdown menu from the top navigation and click on Manage Scorecard Reports.

If you are editing an existing summary report, click the pencil icon next to the report. If you are creating a new scorecard summary report, follow these instructions on adding and editing a summary report.

Note: Check the labels on the report you select to make sure there is not a blue Reference label. This will let you know that the report has the standard layout type so that we can add our custom field.

Drag and drop the newly created HTML with Data custom field onto the layout. You can click the pencil icon next to the HTML with Data field to manage the field-specific settings for the scorecard summary report. When you are finished click Save.

On the scorecard summary report page, double click into the HTML with Data field to edit it. Use the Insert Data HTML Token wizard to select the piece of data you would like to include. We will insert a token that displays a measure status.

Click on the arrow to open the wizard. Begin by selecting the a scorecard. Select the token type. You can choose from an Element or Summary Report token. In this example, Measure token is selected. After selecting a specific measure, select a field for the token to display. When you have selected the desired drop downs, click Insert Token. Click the green check mark icon at the top of the page to save your changes. The token value will then appear on the report page.