Summary reports consolidate information across multiple elements, pulling the relevant fields and information associated with individual elements into one comprehensive view.
Accessing Summary Reports
In ClearPoint you can build Summary Reports for any Element type. Within the chosen Element, Summary reports can be found under Objective Reports.
From your Control Panel
Click on Scorecards & Elements
Select Manage Reports
Click on Objective Reports
Default Reports
By default every scorecard comes with a few standard Summary Reports for each Element Type, every Element has a report named, Objectives, Measures, etc.
This report lists all Elements of this scorecard, plus a few of the more important fields like Owner and Analysis. Each Element Type has alignment matrices that can be used to see the Parent-child relationship between Elements located across Scorecards. This is extremely powerful for seeing how your Strategy cascades throughout your organization.
Dashboard reports are Measure-specific reports that display all the charts from the Measures contained within the Scorecard.
Click on Measure Reports
Select Dashboard
Gantt Charts reports are Initiative-specific reports that combine each Initiative and its Milestones into one visual timeline.
Click on Initiative Reports
Select Gantt Chart
Custom Reports
Click on the Plus icon to create a new Custom Report
Under Name enter a name for your report, for example, ‘New Measure Report.’
Select a Report Type from the dropdown menu
Navigate to the Columns tab
Click on Add Column
Check the boxes next to the name to include them in the report as Columns (Measures, Analysis, Owner)
There are Tabs for each Element type allowing you to bring linked Elements and any of their relevant fields
Click the Initiatives tab (Initiatives, Percent Complete)
Once you have selected your fields, click Save
Note: Reorder the columns of your new report using drag and drop.
You can adjust the width of the column and you can also click on Show Advanced options for further customization
Reorder the columns of your new report, use drag and drop
You can adjust the width of the column
You can also click on Show Advanced options for further customization
Professional and Enterprise plans can also apply filters to reports, for example, we are going to create a Filter for status equals Below plan
Navigate to the Filter tab
Click on Add Filter
Choose Status from the Field dropdown menu
Under Comparison, select Equals
Select Value equals Below Plan
Click Save
Note: The New Measure Report will show only Measures that are Below Plan
You will also find the Analysis, Owner, and Initiative to get the Measure back on track.
Interacting with Summary Reports
Double-click in a Summary Report to make quick edits or updates for multiple Elements at once
You can also sort Reports by Column or
Search for keywords in the Search Bar
Once you are done making changes, don’t forget to Save
Export to Share Results
Once your Reports are ready, follow the next steps to share them
Click on the dropdown menu next to the Pencil icon
Select one of the following options:
Export to PDF, Export to Excel, or Email Page
