ClearPoint provides different levels of access to a Summary Report so you can ensure that only the appropriate users have access to the company's information.
Duplicating Summary Reports
Duplication of summary reports is helpful when you have a structure, filter, or element order of a report that you like that you want to use for a new report of the same element type. In this case, you can duplicate a report and then replace the fields of the report from what was in the original report to what you now want this new report to have.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Select the Report you want to duplicate, in this example, ‘Summary Report’.
Click on the three dots icon next to the name of the report.
Select Duplicate Report.
Under New Measure Name, enter the name of your new Summary Report, in this example, ‘Central Division Summary Report’.
Click Duplicate.
You will find your newly created report under Measure Reports.
Deleting Summary Reports
This section uses a Measure Report to illustrate how to delete a report; however, the process is the same for Objective Reports, Initiative Reports, and Action Item Reports.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Locate the report you wish to Delete
Click on the three dots icon next to the name of the report
Once you click on Delete Report you will be prompted to confirm by clicking the Delete red button
Defining page breaks in a Summary Report (for printing and exporting)
You can control page breaks (pagination) in ClearPoint specifically for PDF exports. By default, a Summary Report will be exported with as many rows as possible before breaking to the next page.
This feature allows you to define your own page breaks for an added layer of customization, a feature that can be helpful for stylistic reasons depending on how many rows you want to appear on each page. Additionally, if you have adjusted the element order to have elements grouped in a particular order, you can use page breaks so that each particular group has its own page.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Locate the Report you are going to be working with, in this example, ‘Summary Report’.
Click on the edit Pencil icon next to the name of the report.
Under Print Page Breaks type in the number of the last row that you want to appear on each page, separated by a comma (e.g., 5,10,15 for 5 rows per page).
Once you are done with your changes, click Save.
When determining which row numbers to use, keep in mind that ClearPoint counts the column with the largest number of rows (which are easy to spot as the cells of that column will be the shortest).
Setting access rules or visibility for a Summary Report
There are four options for summary report access type: hidden, private, restricted and global. You can control the visibility any summary reports using these options.
You can control the visibility of summary reports using the Access Type dropdown menu when you edit a summary report.
This article uses an objective summary report as an example.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Locate the Report you are going to be working with, in this example, ‘Summary Report’.
Click on the edit Pencil icon next to the name of the report
Use the Access Type dropdown menu to select one of the following:
Global – the report is visible to all users with access to the scorecard, both on the Manage Objective Reports page and in the Top Navigation.
Private – the report is only visible to the user who created it.
Hidden – the report is hidden from the Top Navigation, but will still be visible to all users on the Manage Objective Reports page.
Once you are done with your changes, click Save
Note: For default layouts, the only option Access Type option is hidden.
You will find Access Type while creating a Summary Report, for more information on how to create a Summary Report, please visit Creating a Summary Report.