Skip to main content

Hey there, welcome to the ClearPoint Strategy Support Center!

Search results for:publishing
Exports & Share information - Managing HTML templates
This article explains how to manage HTML templates for publishing information in ClearPoint… Generating published reports… Creating a published report template
Community Dashboards - Updating your Community Dashboard
that you are always in control of the quality and completeness of the information displayed before publishing
Community Dashboard FAQs
How is a dashboard different from HTML publishing?… While HTML publishing is a powerful way to showcase your ClearPoint information in a web format, you
Exports & Share information - Embedding a ClearPoint HTML export in an iframe
Getting the URL for a published report… The embedded report will automatically reflect the most recent published version of the HTML report in… Under Link, you will see a short URL This URL automatically updates to display the most recent published
Getting Started Guide - Exporting Your Reports
HTML Published Reports… Once generated you will receive a copy of the report in your email inbox HTML Published
Summarize your results - Explaining pod visibility options
Selecting Hide pod when published hides the pod when you publish your information online… specific users or user groups, how to control pod visibility in online and print views, and how to publish… Please publish your sensitive information with caution!
Exporting & Share Information - Dashboards
interactive guide You can create an easy-to-navigate and visually appealing dashboard that can be published… Dashboard, this option allows you to Publish or Republish your Dashboard to fetch the most up to date… the Dashboard and take it to a Draft mode until you Publish again From the Control
How-To Guides - Rolling over your account
Creating a briefing book template Generating a briefing book template Creating a published
Automation & Integration - Using ClearPoint and Zapier
Continue Once you are done with your selection, click Test step When you are done, click Publish
Exports & Share information - Embedding Charts from ClearPoint
chart editor window Navigate to the Advanced Options tab Check the box next to Update Published