With ClearPoint's Reporting Options, you can easily create personalized and professional reports tailored to specific audiences. You can present data in various forms such as charts, graphs, and scorecards, and schedule the reports to be automatically distributed.
Understanding Report Options
From the Control Panel click on System Settings
Select System Setup
Click on Report Options under Standard Features
In the Report Options tab you will find the following options:
Include Category Descriptions in Category View, include your descriptions for categories when they are shown in the Category View scorecard summary report.
For more information, please see this Help Center article Adding and reordering categories.
Show Owners in Scorecard Reports will include the owner of each element in light gray text beneath the element name.
Use the Subtable Options dropdown menu to set a default for displaying the status of measure series data in Summary Reports, please see more information in our Help Center article Creating a "heat map" or "matrix" Summary Report.
To learn how to edit status icons or colors, please see this Help Center article Adding, editing, and reordering status indicators.
Use the Default Grid Row Count dropdown menu to choose how many rows you would like to display on all reports generated.
This can still be modified from the report page, but this selection will set a default.
Under PDF Export Confidentiality Statement, you can add a confidentiality message to the bottom of each page of all briefing books and PDF page exports created from the account.
If this field is left blank, no statement will be displayed.
Once you are done with your changes, click Save
