This article explains how to create a Summary Report in ClearPoint for users to easily view and update their assigned elements.
Summary Reports consolidate data across multiple Measures, Objectives, or Initiatives, allowing for quick, inline updates in one place.
Creating a New Summary Report
In this example, we’ll build a Measure Summary Report and apply a filter so users see only the data they own.
From the left-hand navigation, select Reports.
Open the Measure Reports tab.
Click + Add Report.
Enter a Report Name (e.g., Status on KPIs).
Click Save.
Adding Columns to the Summary Report
Columns define which fields will display and be editable within the report.
Open the recently created Measure Report (e.g., Status on KPIs).
Click the kebab menu (⋮) and select Edit Report.
In the Columns tab, use the dropdown menu to select the Object Type.
Check the boxes for the fields you want users to view or update.
For example:Analysis
Recommendations
Owner
Reporting Frequency
Click Add Column.
Click Save.
💡 Columns marked as editable allow users to make inline updates directly from the report grid.
Setting Up a Filter for Current User
A Current User filter ensures that each user only sees the elements they are responsible for updating.
Go to the Filter tab.
Click Add Filter.
Configure the filter:
Element Type: Measure
Field: Owner
Comparison: Equals
Value: The desired user
Click Save.
💡 When a user views the report, it automatically filters to display only the Measures they own.
Adding the Summary Report to a Scorecard Page
You can embed your new Summary Report directly on a Scorecard Summary Page for easy access.
Step 1: Create a Custom Data Grid Field
From the top navigation, click System Setup > Customization.
Click + Add Custom Field.
Enter a Field Name (e.g., Measure Alignment Report).
Select the Element Type (Scorecard).
Set Field Type to (Data Grid).
Select the Scorecards.
Click Save.
Step 2: Add the Data Grid Field to a Scorecard Summary Report
Navigate to Reports > Scorecard Reports.
Open the Scorecard Reports tab.
Select the Scorecard you want to edit (e.g., Manager Home Page).
Click the kebab menu (⋮) and select Edit Layout.
In the layout, click Add Card and select the Data Grid custom field you created.
Drag and drop it to the desired location on the layout.
Click Save Layout.
Step 3: Link the Data Grid to the Summary Report
On the Scorecard Summary Page, double-click the Data Grid field.
Configure:
Scorecard: Select your Scorecard (e.g., Upward Airlines Corporate)
Element Type: Measure
Report: Status on KPIs
Click Save.
Your Summary Report will now display directly in the Scorecard Summary Page, allowing users to view and edit updates inline.
