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 Name (e.g., Q4 Updates).
Select one or more Workflow Scorecards containing the elements for this workflow.
Select a Period.
Set the Start Date and End Date — the window during which users make updates.
Click Save.
💡 Your workflow will now appear in the Workflows list.
Editing a Reporting Workflow
Locate the Reporting Workflow you want to work with on the Workflows page (Automation > Reporting Workflows).
Click the kebab menu (⋮) next to the workflow and select Edit Workflow.
This opens the workflow drawer on the right, with tabs for Workflow, Options, Fields, and Emails.
Configure Workflow Details
On the Workflow tab of the drawer:
Update the Workflow Name.
Enable or disable the workflow with the Enabled toggle.
Select a different 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
The Options tab controls who updates what in the workflow. To get there: from the Workflows page, click the kebab menu (⋮) next to the workflow, select Edit Workflow, then open the Options tab in the drawer.
Updater Types to Include — choose who completes updates (e.g., Owners or Collaborators).
Scorecards to Include — select one or more Scorecards containing the elements for this workflow.
Element Types to Include — select the element types to include (e.g., Measures, Initiatives, Milestones, Action Items).
Status Indicators To Include — choose which statuses should appear in the workflow.
💡 To exclude completed or finished items from a Reporting Workflow, use Status Indicators To Include to select only the statuses that represent active work. If your account uses a Completed-type status indicator, leave it unselected. Elements whose current status is not selected will not be assigned as update tasks.
To hide completed Initiatives, Milestones, or Action Items from reports and summary views, see Advanced Topics – Managing Completed Projects.
Leveraging Workflow Emails
Workflow Emails automate reminders—ensuring users are notified when updates are needed.
Create a Workflow Email
In the Edit Workflow drawer, 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 adminCustomize your message, then click Save.
Scheduling Workflow Emails
Schedules automate delivery so reminders occur exactly when needed.
In the Edit Workflow drawer, 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%!)
