A Scorecard landing page gives users a high-level overview of performance the moment they open a Scorecard. Whether you build a custom layout or reference an existing Summary Report, your landing page should be clear, informative, and easy to navigate.
Creating a Standard Scorecard Landing Page
A standard Scorecard landing page uses a drag-and-drop layout similar to Detail Page layouts. You can add pods, fields, charts, and other content directly onto the page.
Create a Standard Scorecard Report
In the left navigation, click Reports.
Open Scorecard Reports.
Click + Add Report.
Enter a Report Name (e.g., Upward Airlines Landing Page).
Select Scorecard Detail Page as the Report Type.
Click Save.
Configure Report Options
Report Options
Open the newly created Scorecard Report.
Click the kebab menu (⋮) and select Edit Element.
In the Edit Fields tab you can configure:
Quick find - Search for any field within the Edit Fields tab to jump directly to it.
Name - Update the Scorecard’s name. This is the title that appears in navigation, reports, and references.
Parent Scorecard - Assign or change the hierarchical parent of the Scorecard.
Owner - Select the primary owner responsible for the Scorecard.
Collaborators - Add additional team members who help manage the Scorecard.
Tags - Apply custom Tags to classify or group Scorecards. Useful for filtering, reporting, and organizing content.
Strategic plan - A fully editable rich text area where you can include strategic content.
Add Content
Add elements to the Scorecard report.
Open the newly created Scorecard Report.
Click the kebab menu (⋮) and select Edit Layout.
Click Add Card.
Drag and drop elements to arrange them in any order or layout.
Click Save.
Creating a Reference Scorecard Landing Page
A reference Scorecard landing page displays an existing Summary Report—such as a Dashboard, Heat Map, or Alignment Matrix—but under a different name.
Use this option when you don’t need a custom layout.
Add a Reference Report
From the left navigation, click Reports.
Open Scorecard Reports.
Click + Add Report.
Enter a Report Name (e.g., Western Division Dashboard).
In the Add Report drawer:
Click Add Reference Report under Report Type.
Under Reference Element Type, choose the element type of the report you want to reference (e.g., Measures).
Select a Template Layout.
Click Save.
💡 The new report appears with a Reference label to differentiate it from standard reports.
Making a Report the Scorecard Landing Page
There are two ways to set a Scorecard landing page depending on whether you want a Scorecard-specific landing page or a personal home page for users.
1. Set the Scorecard Landing Page (for everyone)
This makes the report the first page users see when they click into that Scorecard.
Go to Reports → Scorecard Reports.
Drag the report you want to use for the landing page to the top of the list.
💡 The topmost report becomes the default landing page for all users with access.
2. Set a Home Page (for yourself or multiple users)
This makes the report the first page shown after logging into ClearPoint.
Open Reports → Scorecard Reports.
Locate the report you want to use.
Click the kebab menu (⋮) and select Set Home.
