Summary Reports in ClearPoint help consolidate information across various elements and present it in a comprehensive, easy-to-use format.
Adding a new Summary Report
For this example, we will be building a Measure summary report and setting up a filter.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Click on Measure Reports
Click the Plus icon to add a new Measure Report
Under Report Name, enter the name of the new report, in this example, ‘Status on KPIs’.
Adding Columns to your Summary Report
Navigate to the Columns tab
Click Add Column and check the boxes next to the fields that should be updated for the reporting period.
For this example, we are going to include
Analysis
Recommendations
Owner
Reporting Frequency
Series Names
Series Status
Once you are done with your selection, click Save
Set up a Filter
For a report that will be used by many different end users to make their updates, we recommend setting up a Current User filter.
This will show only measures that are owned by the viewer of the report, thus the report will look different for each user and will only display the measures that they are responsible for updating.
Navigate to the Filter tab
Click on Add Filter
For this example, we are going to use
Measure as the Element
Owner as the Field
Comparison will be Equals
Current user as the Value
Once you are done with your filter, click Save
Once you are done with your Summary Report, click Save
You will find the newly created Summary Report under Manage Reports
Making the report a scorecard page
Take things up a notch and reference your new update report through a data grid on a scorecard summary report to make it easy for end users to leverage your new report!
Creating a Data Grid custom field
From the Control Panel click on System Settings
Select System Setup
Click on Custom Fields under Standard Features
On the Scorecard tab, click on the Plus icon
Under Custom Field Name, enter the name of the new custom field, in this example, ‘Measure Alignment Report’.
Under Field Type select Data Grid
Once you are done with your changes, click Save
Using the data grid field in the Scorecard Summary Report
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Click on Scorecard Reports
Select the Scorecard we are going to be working with, in this example, ‘Manager Home Page’.
Click the edit Pencil icon
Locate the custom field created in the step above and click the Plus icon to add it to the layout
Drag and drop the custom field in the desired location
Click Save
Double-click on the custom field on the Scorecard page
Click on Select Report
In this example, we are going to reference the Summary Report created in the previous topic, ‘Status on KPIs’.
Under Scorecard we are going to select Upward Airlines Corporate
The Element Type is going to be Measure
The Report is Status on KPIs
Click Save
Mark the green checkbox to Save your overall changes
The summary report specified is displayed in the data grid custom field
Setting a home page in ClearPoint
To make navigation even easier for end users, make the scorecard summary report the home page for the users who will benefit from it. That way, when they log in, users will immediately see the summary report(s) with the elements they need to update and can do so right from that page.
Please visit the following Help Center articles on Set up a Home page for you or multiple users, you can also prevent users from changing their Homepage, please visit Understanding Security options in ClearPoint.