Quick filters and sorting allow you to focus on specific information without permanently modifying the report. These temporary tools help you analyze data on the fly and are available for Objective, Measure, Initiative, and Action Item Summary Reports.
Quick Filters and Sorting Options
You can use the quick search bar, column sorting, and row display settings to refine what you see in any Summary Report.
Open a Summary Report
From the left navigation, click Reports.
Open the report category (e.g., Measure Reports).
Select the report you want to analyze (e.g., Red Alert – All Red Measures).
Search for Keywords
Type a keyword in the search box (e.g., Cost).
The report will automatically:
Filter to rows containing the keyword
Highlight matching values in yellow
💡 This search applies only to visible columns in the report.
Sorting Columns
You can sort the report by any column that belongs to the report’s grouped element type.
To sort a column:
Click the column header you want to sort by.
Watch the arrows that appear in the header:
1 click → Sort descending
2 clicks → Sort ascending
3 clicks → Return to the default sort order
Sorting rules:
Sorting only applies to the element type the report is grouped by.
Elements belonging to the same Scorecard stay together.
ClearPoint will sort rows within each scorecard group, but will not break groups apart.
Adjusting Rows Per Page
Use the page display control at the bottom of the report:
Open the rows per page dropdown.
Choose how many rows to display at once.
💡This helps you quickly scan short reports or view long reports without frequent page changes.
Important Notes
Quick searches and sorts are temporary and affect only your current view.
They do not appear in PDF/PowerPoint exports or published reports.
They do not carry over to other users.
To make permanent filtering or ordering changes, edit the report using the Filters or Element Order tabs.