ClearPoint allows administrators to add and manage Reporting Frequencies to align measure data entry with your organization’s reporting cadence. Reporting Frequencies define the periods available for data entry—such as monthly, quarterly, or semi-annual—and are used throughout scorecards, reports, and exports.
ClearPoint Next includes several default frequencies (Annual, Fiscal Years, Monthly, and Quarterly), and administrators can create additional frequencies as needed.
Adding a Reporting Frequency
You may want to add frequencies such as Semi-Annual, Bimonthly, or other custom cadences to match how your team reports performance.
Click on Settings from the top navigation.
Choose Reporting Periods.
Navigate to the Reporting Frequencies tab.
Click the Plus (+) icon to add a new reporting frequency.
Enter a Reporting Frequency Name (e.g., Bi-Annual).
Select the Scorecard this frequency should be available:
This choice cannot be changed after saving.
(Optional) Toggle Default Reporting Frequency for New Measures if you want all new measures to use this frequency automatically.
This does not affect existing measures.
Click Save.
Configuring Reporting Periods
Navigate to the Reporting Frequencies tab.
Click the kebab menu (⋮) and select Edit Period Group.
Navigate to the Reporting Periods tab.
For each selected period, enter a Display Name (e.g., S1-26, Semester 1 2026).
To include a period but hide it from the measure data table, enable Hide in Grid.
Hidden periods remain part of the reporting frequency but will not clutter the data table view.
Click Save.
Editing a Reporting Frequency
Navigate to the Reporting Frequencies tab.
Click the kebab menu (⋮) and select Edit Period Group.
Navigate to the Reporting Frequency tab.
Update the Report Frequency name.
Toggle the option to set this as the Default Reporting Frequency.
💡 You cannot change the scorecard availability once the frequency has been created.
Changing the Reporting Frequency of a Measure
Click on Elements from the left navigation.
Navigate to the Measures tab.
Click the kebab menu (⋮) and select Edit Measure.
Navigate to the Edit Fields tab.
Choose a different Reporting Frequency from the dropdown.
Click Save.
Deleting a Reporting Frequency
A reporting frequency cannot be deleted if any elements still use it.
Use the Period Report to identify which measures need to be updated before removal.
Understanding Data Display Behavior
Even when reporting frequencies are aligned to the start of a quarter, ClearPoint may display the previous quarter’s data during the early part of a new quarter.
For example, January and February (the beginning of Q1) may still show Q4 values.
This is intentional and ensures:
Users see the last completed data set
Analysis is based on finalized information
Reporting remains accurate during transition periods
No configuration changes are required to adjust this behavior.