Scorecard Admins can add, edit, and manage all elements within their assigned scorecards—including Objectives, Measures, and Initiatives. They can also create and manage Summary Reports, configure reminder emails, and automate reporting processes to help ensure data is updated on time.
Scorecard Admin Overview
Scorecard Admins can:
Enter and update element information
Add, edit, duplicate, and delete elements
Manage Scorecard settings and status
Create and configure Summary Reports
Create and send email reminders
Set schedules for reminders
Generate and manage Briefing Books
Scorecard Admins have full control of the scorecards assigned to them but cannot manage global system settings unless they are also Account Administrators.
Setting Up Scorecard Admin Permissions
From the left navigation, click Settings.
Select Users & Security.
Click the Kebab menu (⋮) and select Edit User.
Under User Type, choose Scorecard Admin.
Navigate to the Scorecards & Home tab.
Check the Scorecards where this user should serve as Scorecard Admin.
Click Save.
Managing Scorecards
Scorecards organize Objectives, Measures, Initiatives, and related elements.
For deeper configuration options, visit the Managing Scorecards article.
Editing a Scorecard
Select Scorecards from the left navigation.
Click on the Scorecard (e.g., Upward Airlines Corporate).
Update the Status or edit fields under the Edit Fields tab.
Click Save.
Copy Forward Scorecard
Scorecard Admins can copy information—such as Status, Analysis, or other update fields—from one reporting period to another.
Select Scorecards from the left navigation.
Locate a Scorecard (e.g., Upward Airline Corporate).
Click the Kebab menu (⋮) and select Edit Scorecard.
Navigate to the Update Fields tab.
Select Copy Forward Scorecard.
Choose the Source and Destination Periods.
Select the Data to Copy.
Click Copy Forward.
Summary Reports
Summary Reports provide high-level views such as dashboards, Gantt charts, and alignment reports.
For more detailed setup instructions, see Summary Reports and Managing Summary Reports.
Viewing Report Types
Choose Reports from the left navigation.
Select from:
Scorecard Reports
Measure Reports
Initiative Reports
Managing Reports
Go to Manage Reports.
Select a report (e.g., Summary Report).
Click the More Actions (⋮) menu.
Choose:
Edit Report
Favorite Report
Duplicate Report
Delete Report
Sending Reminders
Scorecard Admins can create and send reminder emails to encourage timely updates.
For detailed setup instructions, see Creating and Sending Email Reminders.
Sending a Reminder
From the left navigation, select Automation.
Choose Reminders.
Click the Kebab menu (⋮) and select Send Reminder.
Choose the Reporting Period.
Click Confirm.
Creating Briefing Books
Scorecard Admins can create Briefing Book templates for any scorecards they can access.
Create a Briefing Book Template
Select Documents from the left navigation.
Open Briefing Books under Templates.
Click the Plus icon.
Enter a Template Name (e.g., Monthly Expenses Q4).
Use the dropdown menus to include:
Template Scorecard.
Template Object.
Template Layout.
Click Save.
💡 Your template will appear under Briefing Book Templates.
Need More Access?
Your administrator determines what you can update or manage within ClearPoint.
If you need access to additional scorecards or system settings, reach out to your ClearPoint administrator—they can adjust your permissions as necessary.