Reporting periods are intervals of time that your organization will use when reporting on its progress toward its goals. For most organizations, these are months, however, some organizations choose quarters or years as their reporting periods.
No matter what length of reporting period you choose, it is important to be consistent, this will make it easier to track your progress over time and identify any trends.
Reporting Periods
ClearPoint automatically logs in users into the most recently completed reporting period or Default period. At the top right of your screen, you will find the Period Selector You can use it to navigate between Periods in your account, by using the arrows to move from one period to the next or you can click on a Period to move through multiple periods at the time.
Click the arrows to move between the previous, current, and the next Reporting Period
Click on the Period to select a year and a month.
If you are an Administrator, you can select the default reporting period.
Go to Settings
Select Reporting Periods
Use the Pencil icon to edit a Reporting Period
Choose a Period date
Mark the Default Period box
Click Save
Reporting Frequency
Reporting Frequency represents your cadence of reporting, many organizations report on their performance monthly but some also have quarterly, annual or even bi-annual reporting frequencies. ClearPoint can support and manage multiple different reporting cadences at the same time.
For example, you may have some measures that are monthly whereas others are quarterly. Each element in your account will be assigned a reporting frequency.
Follow these steps to assign a reporting Frequency
From your Control Panel select Elements
Click on Measures
Select the Measure you are going to be working with
Click on the Pencil icon to edit a Measure
Navigate to the Edit Fields tab
Choose the Reporting Frequency from the dropdown menu
In this example, we are going to select Quarterly
Click Save
Note: Reporting Frequencies tell users when they need to provide updates for an Element.
Edit vs. Updates
You can make two types of changes to an Element in ClearPoint, edits, and updates.
Updates are changes that are made based on the cadence of the Reporting Frequency. For our Monthly measures, the Analysis and Recommendations fields, are update fields that need to be filled out every month.
Edit fields stay consistent over time and are not expected to change every reporting period. The Description field is an example of an Edit field.
In this example, the Description field is an Edit field while the Analysis and Recommendations fields are Update fields.
Administrators can add and edit Reporting Periods and Frequencies
If you are the main Administrator of your ClearPoint account you can add and edit Reporting Periods and Reporting Frequencies.
From your Control Panel click on System Settings
Select Reporting Periods
Click on the Plus icon to add a Reporting Period
You can Edit an existing Reporting Period by clicking on the Pencil icon
From your Control Panel click on System Settings
Select Reporting Frequencies
Click on the Plus icon to add a Reporting Frequency
You can Edit an existing Reporting Frequency by clicking on the Pencil icon
Reporting Frequencies are created by using Reporting Periods as building blocks, if we Edit an existing Reporting Frequency and navigate to the Reporting Periods tab we can select reporting periods we would like to include in the Frequency, once you have selected a reporting period you can assign a name to the Reporting Frequency.
In this example, we selected the last month of the quarter and added a quarterly naming convention.
