Reporting periods define the timeframes used for entering and evaluating data in ClearPoint. Managing these periods effectively helps your team compare performance across months, quarters, or years, identify trends, and analyze progress toward goals over time.
Adding a Reporting Period
In this example, we’ll add a reporting period for January 2025.
From the top navigation, click Settings.
Go to Reporting Periods.
Navigate to the Reporting Periods tab.
Click the Plus icon to Add Period.
Enter a Period Name (e.g., Jan-26).
We recommend using the format MMM-YY (e.g., Jan-26, Feb-26) for consistency.
Select a Period Date from the calendar — typically the last day of the month (e.g., 1/31/2026).
Using month-end dates ensures you report only on completed periods.
Use the Scorecards dropdown to select the Scorecards you want to associate with this period.
If none are selected, the period will be available to all Scorecards.
Click Confirm.
💡 Tip: It’s best to create monthly base periods first. These can then be aggregated into quarterly or annual periods for reporting.
Locking Periods Globally
From the top navigation, click Settings.
Go to Reporting Periods.
Click the kebab menu (⋮) and select Edit Period.
Toggle Locked Period to on.
Click Save.
This locks the period for all Scorecards in your account.
Managing Period Options
Each reporting period includes several configurable options.
Click the kebab menu (⋮) and select Edit Period.
Available Options:
Locked Period – Prevents updates to data fields for that period.
Default Period – Sets the default view period for all users at login (usually the most recent completed period).
Archived – Hides the period from data tables and selectors; excluded from calculations.
Hidden Period – Hides the period from all views and calculations except the Reporting Periods setup page. Useful for historic or future periods you don’t want visible.
Non-Reporting Period – Hides the period only from selectors but keeps it available for specific data tables or frequent reporting (e.g., biweekly entries).
💡 Tip: Use Hidden or Non-Reporting Periods to simplify the period selector without deleting data.