Summary Reports in ClearPoint help you track performance across multiple elements, monitor trends, and share insights with others.
These reports can provide organization-wide overviews or detailed team-level analyses—allowing you to visualize progress and focus on key results.
Creating a New Summary Report
From the left navigation, click Reports.
Select the report category (e.g., Measures, Objectives, Initiatives).
Click + Add Report.
In the Add Report drawer, enter the following details:
Report Name – Enter a name for your report (e.g., Matrix – Central Division).
Report Type – Choose the report structure:
Grid Report – Displays data fields as columns (most common).
Matrix Report – Shows relationships between elements (e.g., parent and child links).
Dashboard Report – Displays visual charts from selected Measures.
Report Template
Click Save.
💡 Use Private Reports to test configurations before making them visible to your full team. Access Type can be found on the Report tab.
Editing a Summary Report
Once your report is created, you can customize it further by selecting which data fields (columns) to include and how they’re displayed.
Locate your report on the Reports page.
Click the kebab menu (⋮) and select Edit Report.
Adding Columns to a Report
Navigate to the Columns tab.
Use the Add Column dropdown menu to select an Object Type (e.g., Action Item).
Use the dropdown menu to select a Field (e.g., Status Icon).
Click + Add Column.
Click Save.
💡 You can drag and drop to rearrange the column order.
Edit Column Options
Once columns are added, you can format and organize your report.
Click the kebab menu (⋮) and select Edit Column.
Customization options.
Custom Label – Rename a column for this specific report (e.g., Metrics).
Full Width – The total width automatically adjusts to fill 100% of the report layout.
Reporting Periods – Select the Reporting Periods the report will display.
Column Background Color – You can customize the column background color.
Once you are done with your changes, click Save.
💡 Reports automatically update when new data is entered for their linked elements, ensuring you always view the latest information.