A Custom Dashboard report in ClearPoint allows you to create a single, customizable view of your organization's performance using different charts, like bar graphs or trend lines. By arranging these charts on your dashboard, you can build a clear and compelling story that helps you and your colleagues understand the status of your projects.
Create a Custom Dashboard Report
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Click on the Plus icon
Under Report Name, enter the name of your new custom Dashboard Report, in this example, ‘Central Division Dashboard’.
Under Report Type, select Dashboard
Confirm you wish to continue
Change the Dashboard Size to Large Charts
Navigate to the Charts tab
Select the Scorecard from where you want to pull information by marking the checkbox next to it
Click on “Click to select specific elements”
A new window will appear where you will be able to select the Charts you want to include in your Custom Dashboard Report
Click Save to confirm your selection
Once you are done with your configuration, click Save
You will find your newly created Custom Dashboard Report under Measure Reports
