ClearPoint's Summary Reports provide a convenient way to view a high-level performance overview of your organization's multiple Scorecards and Initiatives. You have the option to include specific Elements in your report, which is useful when you want to create a more customized report.
Measure tab – Determining the measures to include in the report
In this example, we are using a Measure Report. This tab allows you to specify exactly what Elements in what Scorecards you want to include in the report, providing a further layer of customization.
For this example, we will create and edit a Measure Summary Report.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Click on the Plus icon
Under Report Name, enter the name of the new Measure Report, in this example, ‘Measure custom report’.
We are going to use Standard Report as the Report Type.
Choose Global Report under Access Type.
Under Table Style, you can use the dropdown menu to assign a custom style to your report, in this example, ‘Blue’.
You can check Hide page title on exported reports to remove the name of the report from any PDF export.
Navigate to the Columns tab
Click on Add column to add additional fields to the report
Check the boxes next to the field names to include them
Once you are done selecting the Measures to be added, click Save
Navigate to the Measures tab
Check the box next to the Scorecards to include measures from
Select Click to select specific elements
Check the boxes next to the specific Measures to include in the report
Once you have selected the specific Measures, click Save
Once you are done with your changes, click Save
You will find your newly created report under Measure Reports.
Filter tab – Setting criteria to narrow down Measures included
Filters can be applied to Summary Reports to further narrow down Elements. You can filter by fields such as Status, Owner, and many others to further customize a report.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Select the Report you are going to be working with, in this example, ‘Measure Custom report’.
Click on the edit Pencil icon
Navigate to the Filter tab
Click on Add Filter
The Elements and fields that you can filter on are based on the type of report.
For a Measure Summary report you can filter on Measures or Series.
Under Field, select a field to filter your report on, in this example, ‘Owner’.
Select the Comparison criteria, in this example, ‘Equals’.
Enter the Value that meets your criteria, in this example, ‘ClearPoint Support’.
When you are done setting up your filter criteria, click Save.
You will also need to Save the report.
You will find your newly created report under Measure Reports.
Element Order tab – Customizing the order in which the measures appear
The element order on a report can be customized.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measures Reports
Select the report you are going to be working with, in this example, ‘Measure Custom report’.
Click on the edit Pencil icon
Navigate to the Element Order tab
Before proceeding you will be prompted to Save
Check the box next to Use Custom Element Sort Order
Drag and drop, or use the blue arrows to move Elements up and down to customize the order that the Measures will appear in the report.
Once you are done with your changes, click Save.
You will find your newly created report under Measure Reports.
