Understanding Report Options | ClearPoint Strategy

Understanding Report Options

There are a few account-wide options that an Administrator controls when it comes to summary reports and PDF exports. This article will review all the options available!

To view your Report Options, open the System Settings menu in the control panel and click on Admin Options.

Click on Report Options.


In the Report Options tab, checking Include Category Descriptions in Category View does exactly that: include your descriptions for categories when they are shown in the Category View scorecard summary report. For more information, please see this article: Adding and reordering categories. Checking the box next to Show Owners in Scorecard Reports will include the owner of each element in light gray text beneath the element name.

The Subtable Options dropdown menu sets a default for displaying the status of measure series data in summary reports (also known as a “heat map” or “matrix”┬áreport). To learn how to edit status icons or colors, please see this article: Adding, editing, and reordering status indicators. Use the Default Page Row Count dropdown menu to choose how many rows you would like to display on all reports generated. This can still be modified from the report page, but this selection will set a default.

Under PDF Export Confidentiality Statement, you can add a confidentiality message to the bottom of each page of all briefing books and PDF page exports created from the account. If this field is left blank, no statement will be displayed.

When you are finished configuring your report options, click Save.