Any grid style Summary Report in ClearPoint can be easily exported and printed as an Excel file. Exporting Summary Reports to Excel can help you share data with your colleagues, integrate ClearPoint data with other applications or perform in-depth analysis.
Exporting Summary Reports to Excel
ClearPoint allows you to export Summary Reports to Excel by following these steps.
Select Scorecard & Elements from the Control Panel
Click on Manage Reports
Open Measure Reports
Locate the Measure you are going to be working with, in this example, ‘Matrix’.
Click on the dropdown menu next to the edit Pencil icon
Select Export to Excel
Click on Generate
A toaster will appear at the top of your screen with the message ‘Click here to download’
You can also click on the Alerts icon at the top right-hand side of your screen, from here you can Preview, Delete, or Download the export.
Additionally, the Excel file will be sent to you via email
