Summary Reports allow users to show alignment between various strategic elements, analyze significant data, and track trends over time.
What is it?
Summary Reports are at the core of reporting management and ClearPoint. Our horizontal interface allows users to easily visualize what their reports will look like as they are creating and building the report in ClearPoint.
With Summary Reports, users can include fields and columns across all element types and can easily customize fields and columns. Including or excluding status indicators, including owner inline, and customizing table styles is all simple to do with ClearPoint’s Summary Reports. Users can filter by series, create full width columns, and display a certain number of periods of data.
Why does it matter?
Summary Reports are a snapshot of an individual organization’s strategic progress – and we believe they should feel and look specific to each organization’s reporting style. For this reason, our Summary Reports allow for customization while maintaining a clean and intuitive experience.
Users can create reports they are proud to share with their leadership team (and reports they know their leadership team is looking for!). Our Summary Reports help users display the data they need in an easily digested, informative format.
How does it work?
Users can add fields from any element type to create a summary view. Certain fields can even be displayed over time to ensure you get the perfect summary view!
Please visit our Help Center article on Managing Summary Reports for detailed instructions.
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 Measure Report, in this example, ‘Fuel efficiency’.
Navigate to the Columns tab
Click on Add Column
Mark the checkboxes next to the Elements you wish to add
Once you are done with your selection, click Save
You can change the Column Header
Remove an Element by clicking the X button
You can adjust the Column width, the rest of the columns will be automatically adjusted
Under Advanced options, users can get more granular in how the report should appear, such as choosing a custom style for a column, or choosing different frequencies for update fields. Analysis can be displayed over two periods while also showing series status for six periods. Other options, like showing owner or hiding status are controlled per element, instead of being all or nothing for the whole report.
Mark the checkbox next to Show Advanced Options
Choose a Style from the dropdown menu
You can adjust the Reporting Frequency
Select the Periods to Display
Navigate to the Measures tab
Select the Scorecards you want to add elements from
Click on Click to select specific elements
Select the Elements you wish to include
Once you are done with your selection, click Save
Navigate to the Filter tab
Click on Add Filter
We are going to create a filter with the following criteria
Select Measure as the Element
Choose Status as the Field
The Comparison will be Equals
Value will be Above Target and Below Plan
Once you are done setting up your filter, click Save
You can even customize element order on individual reports or filter on series. This provides more flexibility for users creating different reports for different audiences.
Navigate to the Element Order tab
You will be prompted to Save your changes
Mark the checkbox next to Use Custom Element Sort Order
Drag and drop the elements in any order you see fit
Once you are done with your changes, click Save
You will find your newly created report under Measure Reports
