Any page in ClearPoint can be instantly exported and printed as a PDF to share with your leadership or team with Summary Reports.
Export a page to PDF
Any page in ClearPoint can be instantly exported to PDF by following these steps.
In this example, we are going to export a Scorecard Report.
Select Scorecard & Elements from the Control Panel
Click on Manage Reports
Open Scorecard Reports
Locate the Scorecard you are going to be working with, in this example, ‘Default Grid’.
Click on the dropdown menu next to the edit Pencil icon
Select Export to PDF
Choose the Page Size, by default this is set to Letter
Select the Page Orientation, by default these pages are generated in Landscape Mode
Click on Generate, depending on the size of the page or report, the PDF can take anywhere from a couple of seconds to a couple of minutes to generate.
A toaster will appear at the top of your screen with the message ‘Click here to download’
You can also click on the Alerts icon at the top right-hand side of your screen, from here you can Preview, Delete, or Download the export.
Additionally, the PDF will be sent to you via email
Exporting a Measure Dashboard to PowerPoint
You can also export a Measure Dashboard to PowerPoint by following these steps.
In this example, we are going to export a Measure Report displaying just one chart per slide, instead of the default four charts per slide.
First, we need to edit the Measure Report
Select Scorecard & Elements from the Control Panel
Click on Manage Reports
Open Measure Reports
Locate the Measure Report you are going to be working with, in this example, ‘Large Charts - Dashboard’.
Click the edit Pencil icon
Make sure you are on the Measure Report tab
Under Dashboard Size, select Large Charts
Once you are done, click Save
Now when this Dashboard is exported in PowerPoint, it will display one chart per slide.
Click on the dropdown menu next to the edit Pencil icon
Select Export to PowerPoint
A toaster will appear at the top of your screen with the message ‘Click here to download’
You can also click on the Alerts icon at the top right-hand side of your screen, from here you can Preview, Delete, or Download the export.
Additionally, the PowerPoint presentation will be sent to you via email
Exporting a single page to Excel
ClearPoint allows you to export reports to Excel by following these steps.
Select Scorecard & Elements from the Control Panel
Click on Manage Reports
Open Scorecard Reports
Locate the Scorecard you are going to be working with, in this example, ‘Default Grid’.
Click on the dropdown menu next to the edit Pencil icon
Select Export to Excel
Click on Generate
A toaster will appear at the top of your screen with the message ‘Click here to download’
You can also click on the Alerts icon at the top right-hand side of your screen, from here you can Preview, Delete, or Download the export.
Additionally, the Excel file will be sent to you via email
Accessing previous page exports
Select Documents from the Control Panel
Click on Page Exports under Documents
You will see a list of previously generated exports, you can filter the reports using the Filter Page Exports search bar
Uncheck the All Users box to see only the exports that you’ve generated
From here you can also Delete or Download an exported report. Additionally, you can see an icon with the file type next to each report (P for PowerPoint, X for Excel, Adobe Acrobat icon for PDF).
You can also tell what type of report the export is by looking at the label at the end of the name.
