ClearPoint offers customizable reporting options to fulfill your organization's specific needs. We’ll cover four of the most popular customization options for new users.
Menu & Element Names
Many organizations use different terminology for Elements of their strategic or business plans, so this is one of the first places you should customize.
Click on System Settings
Open System Setup
Select Menu & Element Names from Standard Features
Click on the Edit Pencil icon next to the Element you would like to change
Assing a Custom name, for example, ‘Goal.’
You can also Hide it in case it’s not being used
Click Save
Default and Custom Fields
ClearPoint Elements come with a set of Default Fields like Owner, Analysis, or Recommendations, which can be renamed to match your organization’s terminology.
Depending on the Element type there will be different Default Fields available which can also be changed, for example, Initiatives come with Start and End Date Default Fields to help with Project Management.
If Additional Fields are necessary outside of the Default Field options then you want to leverage ClearPoint’s Custom Fields. Custom Fields can take on many forms, from HTML text to Percentage.
Follow the steps to rename a Default Field
Click on System Settings
Open System Setup
Select Default Fields from Standard Features
Navigate to Initiative
Under Custom Label, enter the name you’d like to use, for example, ‘Due Date.’
Click Save
Follow the steps to Add a Custom Field
Select Custom Fields from Standard Features
Navigate to Measures
Click on the Plus icon
Under Custom Field name, enter the name of the new Custom Field, for example, ‘Description.’
Choose a Field type from the dropdown menu, for example, HTML Text
Click Save
Status Indicators
ClearPoint comes with four default status indicators, Above Target (Green), Caution (Yellow), Below Plan (Red), and No information (Blue). You can use custom Status Indicators if your organization is more comfortable with another Status Indicator.
Create a Custom Status Indicator, for example, a Checkbox to represent a Complete Status.
Select Status Indicators from Standard Features
Click on the Plus Icon
Under Status Name, enter the name of the new Status Indicator, for example, ‘Completed.’
Mark the box next to Use Custom Status Indicator to upload a custom icon
Navigate to the Elements tab
Enable the newly created Custom Status for Initiatives and Milestones
Users will be able to set the Status as Completed when evaluating these Elements
Click Save
Custom Styles
ClearPoint makes it easy to match your organization's branding and color using Custom Styles.
Pod, Table, Header, Footer, and Account Styles allow you to dictate the color scheme inside your account to match your organization's brand guidelines, making ClearPoint feel like your own.
Create a Pod Style
Select Custom Styles from Professional Features
Navigate to the Pod Styles tab
Click on the Plus Icon
Under Pod Style Name, enter the name of the new Pod Style, for example, ‘Light Yellow.’
Navigate to the Pod Header sub-tab
Change the Header Background Color
You will be able to see your changes in the Preview box
Click Save
Create a Custom Header
Select Custom Styles from Professional Features
Navigate to the Header Styles tab
Click on the Plus icon
Under Report Style Name, enter the name of the new Report Style, for example, ‘Eastern Division.’
Navigate to the Header Style tab
Change the Header Background Color
Navigate to the Center tab
Use the Available Header and Footer Tokens to further customize your report
Click Generate PDF Preview
Click Save
