Managing reporting frequencies | ClearPoint Strategy

Managing reporting frequencies

Reporting frequencies allow you to track data on different reporting cadences, like annually, quarterly, and monthly as well as define how often you update an objective, measure, or initiative in ClearPoint.

In This Article

Add and edit reporting frequencies

ClearPoint automatically inputs four basic reporting frequencies into your account: Annual, Fiscal Years, Monthly, and Quarterly. However, you may want to add a reporting frequency at a different cadence based on your organization’s reporting needs. Cadences such as Semi-Annual or Bimonthly are common cadences that you may want to add to your account. You will want to know how to add these reporting frequencies as well as know how to edit them so that they can fit the needs of your organization.

To add or edit a reporting frequency, click System Settings, and then click on Reporting Periods. Click the Manage Reporting Frequencies icon, which is the middle of the three light blue calendar icons in the top right of the screen.

If you are adding a new reporting frequency, click the plus icon. A new window will appear. If you are editing an existing reporting frequency, click the pencil icon next to the reporting frequency name. A new window will appear.

Name or rename the reporting frequency. Determine whether this frequency will be available in all scorecards or one specific scorecard.

Note: This cannot be updated once the reporting frequency is saved.  We strongly recommend NOT selecting any scorecards. This will make the reporting frequency available in all scorecards, and will require less account management down the road.

Selecting Default Reporting Frequency For New Measures automatically sets this reporting frequency for all newly created measures. This does not impact existing measures.

Click on the Reporting Periods tab. Select the reporting periods to be included in the reporting frequency, and type in the name that will be displayed for these periods in the reporting frequency. If you want to include a period in the reporting frequency, but keep it from showing up in the Measure Data Table, check the box next to Hide in Grid. Click Save.

Changing the reporting frequency of an element

Click the edit pencil icon in the upper-right corner of the detail page. In the new window that appears, go to the Edit Fields tab. Scroll down to the Reporting Frequency dropdown menu on this tab and select the desired reporting frequency. Finally, click Save.

Period report export

Period reports show a breakdown of the reporting periods that are being used as the building blocks in your reporting frequencies. They also show which elements you have applied each particular reporting frequency to. Period reports are useful when you are cleaning up your account and want to delete reporting frequencies that you are not using, or may not want to use anymore going forward.

Deleting reporting frequencies is only possible when you no longer have any elements using that reporting frequency. Thus, having an easy-to-access spreadsheet that shows you where your reporting frequencies are being used in your account is helpful when you want to remove that reporting frequency from use and then delete it.

To access this report, click System Settings, and then click Reporting Periods. Click the Manage Reporting Frequencies icon, which is the middle of the three light blue calendar icons in the top right of the screen.

Click the dropdown arrow next to the plus icon in the top right. Click Period Report, and then click Generate from the pop up. The Period Report will be exported to Excel and sent via email to the email address associated with your user.