Summary Reports Care Package | ClearPoint Strategy

Summary Reports Care Package

Summary Reports allow users to show alignment between strategic elements, gather the most important data and information, track trends over time, and share results with their team.

What is it?

Summary Reports are at the core of reporting management and ClearPoint. Our horizontal interface allows users to easily visualize what their reports will look like as they are creating and building the report in ClearPoint. With Summary Reports, users can include fields and columns across all element types and can easily customize fields and columns. Including or excluding status indicators, including owner inline, and customizing table styles is all simple to do with ClearPoint’s Summary Reports. Users can filter by series, create full width columns, and display a certain number of periods of data.

Why does it matter?

Summary Reports are a snapshot of an individual organization’s strategic progress – and we believe they should feel and look specific to each organization’s reporting style. For this reason, our Summary Reports allow for customization while maintaining a clean and intuitive experience. Users can create reports they are proud to share with their leadership team (and reports they know their leadership team is looking for!). Our Summary Reports help users display the data they need in an easily digested, informative format.

How does it work?

Users can add fields from any element type to create a summary view. Certain fields can even be displayed over time to ensure you get the perfect summary view!

Under Advanced options, users can get much more granular in how the report should appear, such as choosing a custom style for a column, or choosing different frequencies for update fields.  Analysis can be displayed over two periods while also showing series status for six periods.  Other options, like showing owner or hiding status are controlled per element, instead of being all or nothing for the whole report.

These options make it possible for users to build many new report types that maximize white space or have extreme branding customization.  In this example, Objective Name and Analysis are set to be ‘Full Width’ columns, so they span the entire width of the report as a cleaner way of breaking things up.

You can even customize element order on individual reports or filter on series.  This provides more flexibility for users creating different reports for different audiences.