Reporting Workflows help teams stay aligned during reporting cycles by automating data collection, assigning update tasks, and making it easy for users to complete updates—all from one place. Administrators gain full visibility into progress, while end users receive timely reminders and a streamlined update experience through My Updates.

Adding a Reporting Workflow

Admins and Scorecard Admins can create Reporting Workflows to define who needs to update what, during which reporting period, and within what timeframe. Once created, users complete their updates in My Updates.

From the left-hand navigation, click Automation.
Select Reporting Workflows.
Click Add Workflow (+).
Enter a Workflow Name (e.g., Q4 Updates).
Select one or more Scorecards containing the elements for this workflow.
Select a Workflow Period.
Set the Start Date and End Date — the window during which users make updates.
Click Save.

Configure Workflow Details

Locate the Reporting Workflow you want to work with in the Workflows page.
Click the kebab menu (⋮) and select Edit Workflow.

Configure Workflow Details

In the right-hand drawer:

Update the Workflow Name.
Set different Reporting Period.
Change the Start Date and End Date — the window during which users make updates.
Select a different Owner.
Add Instructions to guide users during the reporting cycle.

Select Scorecards, Elements, and Status Filters

Navigate to the Options tab.
Choose the Updater Types (e.g., Owners or Collaborators).
Select one or more Scorecards containing the elements for this workflow.
Select specific Elements to include.
Choose the Statuses that should appear in the workflow.
Click Save.

💡 Your workflow will now appear in the Workflows list.

Leveraging Workflow Emails

Workflow Emails automate reminders—ensuring users are notified when updates are needed.

Create a Workflow Email

Navigate to the Emails tab.
Click Add Workflow Email (+).
Name the Workflow Email.
Enter a Subject.
Click Save.

Edit a Workflow Email

Click the kebab menu (⋮) and select Edit Workflow Email.
On the Email tab you can:
- Update the Workflow Email Name.
- Edit the Subject.
- Add optional recipients under Copy To.
- Add CC Address.
- Optionally, you can Include Completed Tasks.

Use Dynamic Tokens

ClearPoint customizes emails using tokens, such as:

Navigate to the Email Body tab.
- {UserName} – user's full name
- {FirstName}
- {LastName}
- {ReportingPeriod}
- {TaskList} – the user's assigned elements
- {WorkflowLink} – direct link to My Updates
- {Instructions} – workflow instructions written by the admin
- Customize your message, then click Save.

Scheduling Workflow Emails

Schedules automate delivery so reminders occur exactly when needed.

Navigate to the Emails tab.
Click Add Schedule (+).
Edit the Schedule Name, First Run Date, and Run Time.
Click Save.

💡 The schedule will now automatically send your workflow email.

Managing the Workflow Dashboard

The Workflow Dashboard provides real-time visibility into progress across all assigned tasks.

Navigate to Automation > Reporting Workflows.
Click the Workflow name.

From the Workflow Status tab, you can:

View each user's assigned tasks
See completion progress
Send one-off reminders
Mark tasks complete (Admin permissions only)

💡 This centralized dashboard makes it easy to track progress and address delays quickly.

Using My Updates

Reporting Workflows work hand-in-hand with My Updates, giving users a simple, centralized place to complete their assigned tasks.

From the left-hand navigation, click My ClearPoint.
Select My Updates.

Users can:

View all assigned tasks by reporting period
Update elements directly
Mark tasks complete
Track overall progress with visual indicators (including celebratory confetti at 100%!)