By optimizing the update process, you can ensure users clearly understand what they need to update and where to do it—reducing confusion and improving on-time updates. A well-designed update experience leads to higher adoption, better data quality, and greater user satisfaction.
Building a Summary Report for Making Updates
The first step is to build a summary report for end users to use when entering updates.
Summary reports allow users to view and update multiple elements in one place. Creating a summary report that includes only the fields users are responsible for updating provides a focused, efficient experience.
📎 For more detail, see:
Building Summary Reports for Updates
Create a Summary Report
Navigate to Reports from the left-hand navigation.
Choose Measure.
Click the ➕ Add Report button.
Enter a report name (for example, Measures to Update).
Click Save.
Add Columns to the Summary Report
Locate the Summary Report (e.g., Measures to Update) under Measures.
Click the kebab menu (⋮) and select Edit Measure.
Navigate to the Columns tab.
Use the dropdown menus under Add Column to select the fields end users should update for each reporting period.
Example fields:
Analysis
Series (data entry columns)
Status
Complete
Owner
Click Save to apply the column selection.
💡 In ClearPoint Next, grid-style summary reports support inline updates for authorized users. Changes reflect immediately once saved.
Set Up a Filter
To ensure users only see items they are responsible for:
Navigate to the Filters tab.
Click Add Filter.
Configure the filter as follows:
Element Type: Measure
Field: Owner
Value: Is Me
Click Save.
💡 The newly created summary report will now appear on the Manage Reports page.
Setting Up a Scorecard Landing Page
After creating the update summary report, the next step is to surface it on a scorecard landing page. This gives users a clear, consistent place to enter updates without navigating across multiple pages.
Scorecard summary reports often serve as the primary entry point for end users in ClearPoint.
📎 For more detail, see:
Setting Up Scorecard Landing Pages
Add the Summary Report to a Scorecard Layout
Navigate to Scorecards from the left-hand navigation.
Select the scorecard you want to configure (for example, Upward Airlines Corporate).
Click the kebab menu (⋮) and select Edit Layout.
Click Add Card.
In the layout drawer, locate the Data Grid card.
Drag and drop the card into the desired location on the scorecard layout.
Click Save.
Connect the Summary Report
Double-click the Summary Report card.
Use the dropdown menus to select:
Scorecard (e.g., Upward Airlines Corporate)
Element Type (e.g., Measure)
Summary Report (e.g., Measures to Update)
Click Save.
💡 You can add additional cards, such as a Text card with update instructions, to guide users on how and when to complete their updates.
Setting Home Pages for End Users
To make navigation even easier, you can set the scorecard landing page as the home page for specific users. This ensures users immediately see the updates they need to complete as soon as they log in.
Set a Scorecard as the Home Page
Select the scorecard you want to configure (for example, Upward Airlines Corporate).
Click the kebab menu (⋮) and select Set Home.
