Reporting Workflows streamline the process of collecting, tracking, and completing data updates in ClearPoint. They make reporting cycles efficient, transparent, and even a little fun — helping users stay accountable while giving administrators real-time visibility into progress.
What Are Reporting Workflows?
Reporting Workflows simplify data updates for both end users and administrators.
For End Users:
The My Updates page consolidates all assigned updates in one place — no navigation needed. Users can see their responsibilities, track completion progress, and even celebrate when they reach 100% with a confetti animation!For Admins:
Workflows automate the update cycle by defining who needs to update what, when, and for which reporting period. Automated workflow emails prompt users to make their updates and provide direct links to their My Updates view.
Admins can monitor progress from the Workflow Dashboard, which displays completion percentages, pending updates, and allows sending one-off reminders to users with outstanding tasks.
Why They Matter
Reporting Workflows turn what used to be a manual, chaotic data collection process into a coordinated, automated one.
Save time: Spend less time chasing updates and more time analyzing results.
Drive accountability: End users can see their assigned tasks and deadlines.
Improve visibility: Admins can instantly check completion rates and send reminders from one dashboard.
Celebrate progress: Confetti animations reward users for completing their updates on time.
💡 Workflows keep everyone aligned during reporting cycles and ensure leadership always sees the most up-to-date information.
How Reporting Workflows Work
Admins and Scorecard Admins create and manage workflows from the Automation section. Each workflow defines:
The Reporting Period
Start and End Dates for the update window
Users responsible for data entry
Scorecards and Elements to be included
Workflow Emails and Schedules for reminders
Creating a Reporting Workflow
Step 1: Add a New Workflow
From the left navigation, select Automation.
Click Reporting Workflows.
Click + Add Workflow.
In the drawer, enter a Workflow Name (e.g., Q4 Review).
Select a Workflow Scorecard.
Choose a Reporting Period from the dropdown.
Set the Start Date and End Date — defining when users can make updates.
Click Save.
Step 2: Select Scorecards and Elements
Click the kebab menu (⋮) and select Edit Workflow.
Navigate to the Options tab.
Select one or more Scorecards containing the elements you want to include.
Select the Status Indicators To Include.
Click Save.
Step 3: Configure Workflow Emails
Workflow emails notify users of their assigned updates and provide direct links to their My Updates page.
Click the kebab menu (⋮) and select Edit Workflow.
Navigate to the Emails tab.
Click + Add Workflow Email.
Edit the Email Name and Subject (default names are prefilled).
Click Save.
Click the kebab menu (⋮) and select Edit Workflow Email.
In the Email tab, set the Workflow Email Name, Subject, Copy To and CC Address.
In the Email Body tab, compose your email using dynamic tokens (e.g.,
{UserName},{TaskList},{WorkflowLink}).Click Save.
💡 Dynamic tokens personalize each message and automatically include each user’s specific task list.
Step 4: Schedule Workflow Notifications
Click the kebab menu (⋮) and select Edit Workflow Email.
Navigate to the Schedules tab.
Click + Add Schedule.
Edit the Schedule Name (Q4 Review Email Schedule).
Select the First Run Date and Run Time.
Click Save to activate your schedule.
💡 Schedules can send recurring reminders until all updates are complete.
Step 5: Monitor Workflow Progress
Once your workflow is active, return to Automation > Reporting Workflows.
Locate your workflow under Workflows.
See users and their assigned elements.
Admins can mark tasks complete or send additional reminder emails.
