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Summary Reports – Creating a Custom Dashboard Report

Learn how to build a custom Dashboard Report in ClearPoint.

Ted Jackson avatar
Written by Ted Jackson
Updated over 3 weeks ago

A Dashboard Report allows you to display multiple charts in a single, customizable view. Dashboards help you highlight trends, visualize performance at a glance, and communicate progress across your organization.


Create a Custom Dashboard Report

  1. From the left navigation, click Reports.

  2. Select Measure Reports.

  3. Click + Add Report.

  4. Enter a Report Name (e.g., Central Division Dashboard).

  5. Under Report Type, select Dashboard.

  6. Select the Report Template.

  7. Click Save.


Add Charts to the Dashboard

  1. Locate the report you want to work with in the Measures report page.

  2. Click the kebab menu (⋮) and select Edit Report.

  1. Navigate to the Elements tab.

  2. Select the Scorecards containing the Measures you want to pull charts from.

  3. Select the specific Elements to choose which charts to include.

  4. Click Save to confirm your chart selection.

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