When you want to make a variety of edits to a particular element type at once, making those edits directly in a summary report can speed up the process by allowing you to make the edits all from one place. You have the ability to edit the status of an element, the owner, analysis, and more from a summary report page.
Editing an Element from a Summary Report
It is important to note that you will never have to make a double-edit. This means that if you make an edit to an element in a summary report, then that edit will also be updated and reflected on that element’s detail page.
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, ‘Green’.
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 fields, click Save
Once you are done with your configuration, click Save
Locate the newly created report under Measure Reports.
Double-click on the Elements of the report you want to edit.
Once you are done with your edits, mark the green check at the top-right of your screen.
Click on the Measure, you will notice your changes are applied on the Measure Detail Page.
Ordering Summary Reports
Users can adjust the order that reports appear in dropdown menus to fit their organization's needs. This feature is helpful when you want to move the most frequently visited reports for a particular element to the top of the list for easier access for users.
To order reports, you need to go to the Manage Reports page for any given element. The steps below show how to order objective reports, but apply to ordering all types of reports.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Select the Report you wish to move by clicking and dragging it
Drop the Report where you would like it to appear in the list
Changes will be saved automatically
