Briefing Books in ClearPoint compile all the important information from different pages into one comprehensive document, making it easy for you to share project status or updates with your team and stakeholders. You can customize Briefing Books to meet your organization's needs to share the most relevant information.
Creating a Briefing Book Template
Select Documents from the Control Panel
Click on Briefing Books under Templates
Click on the Plus icon
Under Template Name, enter the name of the new template, in this example, ‘Weekly Report Central Division’.
Under Access select Global from the dropdown menu
You can also set the Access level to Private or Restricted
Navigate to the Scorecards tab
Mark the checkbox next to the Scorecard you want to include in the report
Once selected, the Scorecard will appear on the left panel
Select the Scorecard you want to include information from
Use the tabs to navigate to Objectives
Select a Summary Report
Choose one, multiple or all Objectives
Once you are done with your selection, click Save
You will find your newly created template under Briefing Book templates
Documents Library
Select Documents from the Control Panel
Click on Briefing Books under Documents
Use the checkbox next to All Users to see all previously generated Briefing Books or uncheck it to see only the ones you have created
Use the Show All dropdown menu to display all reports you have generated
Click the Download icon next to the appropriate book to view it
Selecting Briefing Book contents
Users can control elements displayed in Briefing Books by editing briefing book templates.
Select Documents from the Control Panel
Click on Briefing Books under Templates
Click on the three dots icon next to the desired Briefing Book
Select Edit Template
A new window will appear with options to edit
Navigate to the Scorecards tab
Here, you can select which Scorecards you would like to include in the report
When you select a Scorecard, it will appear as a tab on the left.
From there, click into the Scorecard from which you would like to add elements from
Use the tabs (Scorecard, Objective, etc.) at the top of this window to select the type of element page that will be included from this Scorecard
Check the box next to the Summary Reports and Detail Pages to be included
Include Linked Pages will include elements linked to the summary report(s) you have selected.
Once you are done with your selection, click Save
You will find your edited report under Briefing Book templates
Reviewing Briefing Book contents
Select Documents from the Control Panel
Click on Briefing Books under Templates
Click on the three dots icon next to the desired Briefing Book
Select Edit Template
A new window will appear with options to edit
Navigate to the Contents tab
All included pages are visible here with Summary and Detail labels as well as element icons to distinguish between these types of pages.
Contents can be deleted by clicking the X icon next to the element.
The order of elements and reports on the Contents tab reflects the order they will appear in the briefing book export.
Once you are done with your changes, click Save
