For users with instance administrator permission, and users who have Add / Edit Reports or View Reports user permissions.
Clear Impact has integrated the report-generation capabilities of dotnetreport.com into Scorecard. This enables you to easily produce reports on a variety of Scorecard data.
The reporting module is designed to resemble business intelligence applications, or custom reporting applications such as SQL Server Reporting Services or Crystal Reports. A basic knowledge of how databases work provides a good foundation to principles of reports; this video provides a helpful overview.
If nobody in your organization has the necessary technical skills to use the reporting features, contact your Clear Impact account manager for a professional services quote.
To access the reports feature, choose Tools / Reports from the top menu.
This opens the Report Builder page. There are two report folders: Default Folder, which contains a set of standard reports, and Instance Reports, where reports you create will be placed by default. There is also a link to Add a New Folder if you need additional organizational options.
There are three ways to create a report:
- Run one of the default reports
- Copy one of the default reports and customize as needed
- Create a report from scratch
Reports can also be scheduled for auto-generation and emailed.
The search field can be used to find a report by keyword. For example, the keyword “measure” produces a list of all reports along the left that have “measure” in the title or description. The drop-down search list itself contains all report fields, in which the term “measure” appears in either the report name or report field.
From any reports list or folder, you can return to the folders level by clicking Back to Folders List. There is also a Back to Scorecard button at the top right.
