Reporting periods define the intervals of time your organization uses to report progress toward goals—commonly months, but sometimes quarters or years.
Maintaining consistent reporting periods makes it easier to track progress and identify trends over time.
Reporting Periods
A Reporting Period is a unit of time—such as a month, quarter, or year—used to group and analyze performance data.
Elements like objectives, measures, and initiatives are updated within the context of a reporting period.
Update Fields (e.g., Status, Analysis, Recommendations) are tied to these periods and retain historical data.
Consistent use of reporting periods improves trend visibility and helps maintain accountability.
Navigating Reporting Periods
ClearPoint automatically logs you into the most recently completed reporting period or the designated default period, set by your administrator.
You can access the Period Selector at the top-right of your screen:
Use the left/right arrows to move to the previous or next period.
Click the current period label to jump between months and years.
This selector updates the visible period across all pages. When editing, always confirm that you're in the correct period by checking the tag on the top of the field or page.
If you are an Administrator, you can set a default reporting period:
From your Control Panel, go to System Setup.
Select Reporting Periods.
Locate the Reporting Periods tab
Click the kebab menu (⋮) on the page and select Edit Period.
Don't forget to Save your changes.
Reporting Frequency
Reporting Frequency represents your cadence of reporting. Many organizations report monthly, while others report quarterly, annually, or even bi-annually. ClearPoint supports multiple reporting cadences simultaneously.
For example, you may have some measures that are monthly, while others are quarterly. Each element in your account will be assigned a reporting frequency.
To assign a reporting frequency:
From your Control Panel, click the chevron (>) next to Elements to expand the list.
Click the chevron (>) next to the element type (e.g., Measures).
Select the element you want to edit.
Click the kebab menu (⋮) on the page
Select Edit Element.
In the Edit Fields tab, find Reporting Frequency and choose from the dropdown menu (e.g., Quarterly).
Click Save.
Note: Reporting Frequencies tell users when to provide updates for an Element.
Edit vs. Updates
You can make two types of changes to an Element in ClearPoint: Edits and Updates.
Update Fields (e.g., Analysis, Recommendations) are updated based on the element's reporting frequency and change each period.
Edit Fields (e.g., Description) remain consistent over time.
In this example, the Description field is an Edit Field, while Analysis and Recommendations are Update Fields.
Administrators: Manage Reporting Periods & Frequencies
Administrators can create and edit both reporting periods and frequencies.
Add or Edit Reporting Periods
From your Control Panel, go to System Setup.
Select Reporting Periods.
Click the plus icon to add a new period or the pencil icon to edit an existing one.
Enter the Period Name.
Set the Period Date.
Click Save.
Add or Edit Reporting Frequencies
From your Control Panel, go to System Setup.
Select Reporting Periods.
Click the plus icon to add a new frequency or the pencil icon to edit an existing one.
Enter the Period Group Name.
Select the Scorecard.
Choose the Periods.
Click Save.
