Generating reports takes only a matter of seconds in ClearPoint thanks to Briefing Book templates. You can also select the intended recipients, duplicate a Briefing Book template, and more.
Add recipients to a Briefing Book
By adding recipients to a Briefing Book, you can have your reports automatically emailed to other ClearPoint users when they are generated. You can also choose to have the report delivered only to yourself.
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 Recipients tab
Select the users who will receive the Briefing Book
Once you are done with your changes, click Save
Duplicating a Briefing Book template
You can duplicate a Briefing Book template to save time from creating a Briefing Book template from scratch.
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 Duplicate Template
Under New Template Name, enter the name for the duplicated Briefing Book
Click Duplicate
You will find the duplicated Briefing Book under Templates
Generating a Briefing Book template
Select Documents from the Control Panel
Click on Briefing Books under Templates
A list of previously created templates will appear
Click on the Start/Generate icon for the template you would like to use
Select the Reporting Period from the dropdown menu
Mark the checkbox next to Include Recipients, and select the users you want to send the Briefing Book, you can also choose to Select All.
Click on Generate
You will receive a notification once the Briefing Book is ready, you can download it from there, or you can also click on the Alerts icon at the upper right-hand side of your screen to download the completed Briefing Book.
Report Generation Percent Complete
Report Generation allows you to see the percent completion of your report generation. This will give you a visual estimate of how much longer it will be before the PDF is complete.
Select Documents from the Control Panel
Click on Briefing Books under Templates
A list of previously created templates will appear
Click on the dropdown arrow next to the template you want to see the percentage of completion
You will find the percent of completion and the last generated Briefing Books
Scheduling automatic report generation
Scheduling reports in ClearPoint is an important part of automating your reporting process. By creating the right schedules at the right time, administrators can ensure a smooth reporting cycle.
Select Automation from the Control Panel
Click on Schedules
Click on the Plus icon
Under Schedule name, enter the name of the new Schedule, ‘Briefing Book’.
Click the green check box next to Enabled to configure a schedule
Select Generate Briefing Book under Scheduled Task dropdown menu
Select the desired Briefing Book from the dropdown menu under Briefing Books
Choose the First Run Date by entering the date or using the calendar icon
Set a Run Time by entering the time
Mark the checkbox next to Recurrence to specify a frequency
Choose the Recurrence from the options Daily, Weekly, and Monthly in the Repeats dropdown, and indicate the frequency by typing the number of days, weeks, or months.
Additionally, you can select the End By Date by typing in a date or clicking the calendar button and selecting a date
Once you are done with your configuration, click Save
You will find your newly created Briefing Book schedule under Manage Schedules
Note: You can also create a schedule for account recalculations using the steps provided above. Simply select Recalculate Account under the Scheduled Task dropdown menu.
Downloading a Briefing Book
A toaster will appear at the top of the page when the briefing book finishes, including a link to download it. The generated briefing book will also be sent to your email address or accessed from the Alerts Inbox.
Select Documents from the Control Panel
Click on Briefing Books under Documents
A list of previously created templates will appear
Click on the Download icon
Notifications section
Briefing books will take a few minutes to generate. Once they are finished, a toaster will appear at the top of the page with a link to download the PDF. In case you miss the toaster, the notifications icon in the upper right-hand corner of the screen will also update.
Click on the Bell icon in the upper right-hand side of your screen
Locate the desired Briefing Book
Click on the Download icon
You will also receive an email notification letting you know that the briefing book has been generated, as well as an attached copy.