Setting up a scorecard landing page | ClearPoint Strategy

Setting up a scorecard landing page

Often referred to as a ‘landing page’, ‘home page’, or ‘dashboard’, Scorecard Summary Reports in ClearPoint can serve as the point of entry for users in the tool as well as a high-level view of performance or strategy. With that said, you’ll want to make sure that your scorecard landing page is informative and easy to navigate! This article explains how to set up different types of scorecard landing pages and make them your home page.

In This Article

Adding a new ‘standard’ scorecard summary report

The first step in creating a scorecard landing page is creating a scorecard report! If you already have a report in mind for you landing page, you’ll want to skip to the third section of this article, “Making the scorecard report a scorecard landing page or home page.”

The standard scorecard report layout provides sections similar to the Edit Layout window for detail pages, where you can drag and drop fields where you want them to appear on the page.

Start by making sure you are in the scorecard you would like to create the landing page for. You can tell which scorecard you are currently in by clicking on Scorecards in the control panel.

To add a new scorecard report, click on the Scorecards top menu dropdown. Select Manage Scorecard Reports.

Click on the plus icon to add a report.

Under Layout Name, give your scorecard landing page a name. Drag and drop the available fields onto the layout. The layout is divided into four quadrants, similar to a detail page.

Note: If you do not see the field options that you need to create your scorecard landing page, you can create them in System Settings > Admin Options > Custom Fields. Check out our help article for detailed instructions on creating and using custom fields.

Click the gear icon for further Report Options. This includes setting the Access Type of the report, selecting to include the report in the template library, and selecting to hide the page title. If you are looking to replicate this landing page for other scorecards in your account, we recommend including the report in the template library.

When you are done including fields on the Page Layout and choosing Report Options, click Save.

From your new scorecard summary report, double click on the fields you’ve included to add content. When you are done making changes, click the green check mark at the top right of the page to save.

Adding a new ‘reference’ scorecard report

If you added a standard scorecard report in the section above or already have a report in mind for you landing page, you’ll want to skip to the third section of this article, “Making the scorecard report a scorecard landing page or home page.”

The reference layout allows you to select from existing summary reports in the scorecard, listed by element type in the dropdown menu. However, you can still give your scorecard summary report a custom name that differs from the name of the actual summary report.

Click on the Scorecards top menu dropdown and select Manage Scorecard Reports.

Click on the arrow to the right of the plus icon and select Add Report Reference.

Under Report Name, give the scorecard report a name. Use the Select Element menu to specify what kind of element report will be used. Then, select the specific Report Reference to use as the scorecard summary report/landing page. Click Save.

Making the scorecard summary report a scorecard landing page or home page

Once you have built out your new scorecard summary report, there are a couple of different ways to set it as your home page. Setting this report as your home page makes it the first page you see when logging into ClearPoint. This can be a great way to improve navigation for users!

Scorecard landing page

Following these instructions will set the landing page for a given scorecard across your entire account. When all users visit the scorecard, this is the landing page they will see. Rather than this being the first page users see when they log in, this will be the first page users see when they click on a specific scorecard.

To set your report as the landing page for a given scorecard, the report must be the first scorecard report on the Manage Scorecard Reports page. Click on Scorecards in the top navigation. Click on Manage Scorecard Reports.

Click on the downward arrow to the right of the plus icon. Select Sort Reports.

Drag and drop the report you want to be set as the landing page to the top. Click Save.

Home page

You can set your report as your home page or the home page for other users as well.  When using this option, this will be the very first page anyone sees when logging into ClearPoint.

Navigate to your scorecard report. Click on the arrow to the right of the star icon. Select Set as Home. This will set the scorecard report as your home page.

Note: As an administrator, you can also set other users