ClearPoint’s default Summary Reports provide a standardized, ready-to-use view of your organization’s performance data.
These reports summarize Objectives, Measures, Initiatives, and Action Items in flexible grid or visual formats—making it easy to review progress, identify issues, and make data-driven decisions.
Default Summary Reports cannot be modified or deleted, but they’re always available for reference and quick access across all Scorecards.
Scorecard Summary Reports
To access Scorecard-level reports:
From the left navigation, click Reports.
Select Scorecards.
Scorecard
Displays the Scorecard’s Categories, Objectives, Measures, and Initiatives in a grid view.
Objectives must be linked to a Category (Perspective).
Measures and Initiatives must be linked to an Objective to appear.
Default Grid
Shows all Objectives, Measures, and Initiatives in a simple grid format for the selected Scorecard.
Measures and Initiatives must be linked to an Objective to appear.
Ideal for quick review of performance relationships within a Scorecard.
Objective Summary Reports
To view Objective-based reports:
From the left navigation, click Reports.
Select Objectives.
Objectives
Displays all Objectives in a Scorecard, including:
Owner
Reporting Period
Current-period Analysis and Recommendations
Alignment Matrix
Displays Objectives alongside any child Objectives from linked Scorecards, helping you visualize strategic alignment.
Measure Alignment
Lists Objectives and the Measures linked to child Objectives across Scorecards.
Use this to understand how performance metrics align to higher-level goals.
Initiative Alignment
Lists Objectives and the Initiatives linked to child Objectives across Scorecards.
Useful for connecting project work to strategic objectives.
Measure Summary Reports
To access Measure-based reports:
From the left navigation, click Reports.
Select Measures.
Measures
Displays all Measures in the Scorecard with:
Owner
Reporting Period
Analysis and Recommendations for the current period
Dashboard
Shows all Charts associated with Measures in the Scorecard.
Use this view for quick visualization of performance trends.
Alignment Matrix
Displays all Measures in the Scorecard, along with any child Measures from linked Scorecards.
Ideal for comparing performance data across cascading scorecards.
Initiative Summary Reports
To view Initiative-based reports:
From the left navigation, click Reports.
Select Initiatives.
Initiatives
Lists all Initiatives in the Scorecard, including:
Owner
Reporting Period
Start and End Dates
Associated Milestones
Gantt Chart
Displays Initiatives and Milestones in a Gantt Chart view, showing:
Status color
Percent Complete
Start and End Dates
Hierarchical relationships
Alignment Matrix
Shows all Initiatives in the Scorecard, along with any child Initiatives located in other Scorecards.
Use this report to visualize how projects align to enterprise-level strategy.
Action Item Summary Reports
To view Action Item reports:
From the left navigation, click Reports.
Select Action Items.
Action Items
Displays all Action Items within the Scorecard in a grid view, including:
Owner
Reporting Period
Comments for the current period
💡 This report provides a quick overview of to-do items, ownership, and completion tracking across your Scorecard.