Summary Reports are a core part of reporting in ClearPoint. They allow you to combine and display strategic information across multiple elements—such as Objectives, Measures, and Initiatives—into one clear, customizable view.
With flexible formatting, field selection, and filtering options, Summary Reports make it easy to align data, analyze trends, and share progress with leadership teams and stakeholders.
What Are Summary Reports?
Summary Reports provide a horizontal, spreadsheet-style interface that lets you visualize your report as you build it.
You can include fields from multiple element types, configure columns, apply filters, and customize styles—all within a clean, intuitive layout.
Key capabilities include:
Selecting fields from any element type
Customizing column widths, headers, and styles
Showing or hiding owners and status indicators
Filtering by series or data conditions
Displaying specific numbers of periods or frequencies
💡 Summary Reports are designed to mirror your organization’s unique reporting style, making them easy to share and interpret.
Why They Matter
Summary Reports help organizations track strategic progress and communicate insights effectively.
Their flexibility allows you to tailor data views for specific audiences—whether leadership reviews, departmental updates, or board reports.
You can build reports that:
Highlight trends over time
Compare performance across Scorecards or departments
Present data clearly in a visually engaging format
How Summary Reports Work
You can add fields from one or more element types to create a consolidated, multi-dimensional report.
Advanced settings give you fine control over styling, period display, and custom field behavior.
Creating a Summary Report in ClearPoint
Step 1: Add a New Summary Report
From the left navigation, go to Reports.
Choose the report type (e.g., Measure Reports).
Click + New Report.
Enter a Report Name (e.g., Fuel Efficiency).
Click Save.
Step 2: Add Columns
Click the kebab menu (⋮) and select Edit Report.
Navigate to the Columns tab.
Check the boxes for the fields you want to include, such as:
Analysis
Recommendations
Owner
Status
Series Names or Series Status
Click Add Column.
Click Save.
Step 3: Configure Advanced Options
For greater control over your report’s appearance and structure:
Click the kebab menu (⋮) and select Edit Report.
Navigate to the Report tab.
Customize Header Background Color:
Select a background color and transparency.
Click Save.
Step 4: Add Measures or Elements
Click the kebab menu (⋮) and select Edit Report.
Navigate to the Elements tab.
Select the Scorecards you want to include.
Select the Elements to include from that Scorecard.
Measures, Objectives, or Initiatives.
Click Save once selections are complete.
Step 5: Apply Filters
Filters help you refine which data appears in your report.
Click the kebab menu (⋮) and select Edit Report.
Navigate to the Filter tab.
Click Add Filter.
Example filter configuration:
Element Type: Measure
Field: Status
Comparison: Equals
Value: Above Target or Below Plan
Click Save.
💡 Filters can be combined for more targeted views across Scorecards or owners.
Step 6: Customize Element Order
Click the kebab menu (⋮) and select Edit Report.
Navigate to the Report tab.
Check Custom Sort Enabled.
A new tab will be enabled, Custom Sort
Click Save.
This feature lets you organize report data manually—ideal for presenting items in a specific sequence for reviews.
Step 7: Access Your Report
Your new Summary Report will appear under Reports
Navigate to the Measure Reports tab.
Find your newly created report in the list.
