By optimizing the update process, we can ensure a smoother experience for our users. To achieve this, it is important to provide users with clear and concise reports that help them understand when and what to update. Overall, taking these steps can lead to a more positive user experience and increased satisfaction.
Building a Summary Report for making updates
The first thing we’ll do is build a summary report for the updater to use. Summary reports provide a way to view or edit multiple elements at once, all from the same place. Creating a summary report that includes the fields users will need to update in ClearPoint is a great way to provide a seamless end user update experience.
Check out our Help Center article for detailed instructions on Building a Summary Report for making updates.
Create a Summary Report
Select Elements & Reports from the Control Panel
Choose 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, ‘Measures to Update’.
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
Series Names
Series Status
Complete
Owner
Once you are done with your selection, click Save
Set up a Filter
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
Setting up a Scorecard landing page
After creating the update summary report, we can provide a new home for our summary report at the scorecard level. This will make our update summary report easier to find and more user friendly. Scorecard Summary Reports can serve as the point of entry for users in the tool as well as a great way to make their updates without having to navigate multiple places.
Check out our Help Center article for detailed instructions on Setting up a Scorecard landing page.
Select Elements & Reports from the Control Panel
Choose Scorecards
Locate the Scorecard you are going to be working with, in this example, ‘Scorecard Template’.
Click the dropdown menu next to the edit Pencil icon
Select Edit Layout
Locate Measure Updates on the left panel
Click the Plus icon
Drag and drop Measure Updates to the desired location
Click Save on Scorecard Layout
Double-click on Measure Updates
Click on Select Report
Use the dropdown menus to select the Scorecard, Element Type, and Report
Click Save on Select Report
Mark the green checkbox to Save your changes
Feel free to add any other relevant fields to the scorecard summary report, including a text box with instructions for your end users on how to make their updates. Now they have everything they need – all conveniently located on one page!
Setting Home pages in ClearPoint
To make navigation even easier for end users, make the scorecard summary report the home page for the users that 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 make updates right from their home page!
Select Elements & Reports from the Control Panel
Choose Scorecards
Locate the Scorecard report you wish to set as the Home page, in this example, ‘Scorecard Template’.
Click on the dropdown menu next to the Star icon
Select Bulk Set Home Page
Mark the checkbox next to the users you want to configure the Scorecard as their Home Page
Once you are done with your selection, click Save
If you would like to force users into this view, you can enable ‘Prevent users from changing their home page’. Check out our Help Center article on Security Options for more information.
By taking these steps, administrators can ensure their end-users have everything they need to update their elements on time, allowing your team to focus less on data collection and more on executing your strategy.