ClearPoint provides several configurable Report Options that help administrators control how information appears in scorecard summary reports, grid reports, and exported pages. These options ensure consistent formatting across reports and help tailor the presentation to your organization’s needs.
Accessing Report Options
Select Settings from the top navigation.
Choose Account Defaults.
In the Report Options tab, administrators can configure the following settings:
Include Category Descriptions in Category View
Enable this setting to display category descriptions in Category View Scorecard Summary Reports.
When turned on, descriptions appear under category headings.
Helpful for providing additional context in high-level reporting.
For more information, see Adding and Reordering Categories.
Show Owners in Scorecard Reports
Enable this option to display element owners beneath each element name in scorecard summary reports.
Owners appear in light gray text.
Useful for clarifying accountability at a glance.
Subtable Options (Series Status Display)
Use the Subtable Options dropdown to control how series status indicators appear in Summary Reports.
Determines how measure series data is visualized in subtable-style scorecard reports.
Can help create heat-matrix or performance-grid style visualizations.
For more information, see Creating a Heat Map / Matrix Summary Report.
To update status icons used in these displays, see Adding, Editing, and Reordering Status Indicators.
Default Grid Row Count
Select how many rows should appear by default in grid-style summary reports.
Affects only the default view; users can still modify row display directly on report pages.
Useful for managing scroll length or focusing reports on the most relevant entries.
PDF Export Confidentiality Statement
Add a confidentiality message that appears at the bottom of each page of:
PDF exports of detail pages
PDF exports of summary reports
Briefing Books generated from templates
If left blank, no confidentiality statement will appear.
Completed Items
Strike Through Completed Elements
Enable this option to visually strike through completed elements across applicable summary views. This makes it easier to distinguish completed work from active items while still keeping them visible for context.
Allow Marking of Items as Complete for Summary Views
You can enable element-type–specific options to allow initiatives, milestones, action items, and risks to be marked as complete in summary reports.
When enabled, users can set an item as complete directly from supported views.
When disabled, these items cannot be flagged as complete in summary views, helping keep reporting consistent.
This section helps administrators control how completed work appears and whether users are allowed to mark items complete from reporting pages.
Default Layouts
Set Default Layouts for New Elements
You can designate a default detail page layout for each element type—Objectives, Measures, Initiatives, Milestones, Action Items, and Risks. When enabled, each option lets you select an existing element whose layout will serve as the template for all newly created elements of that type.
This ensures new records always follow your preferred layout structure, helping standardize reporting across your organization.