Keep everyone informed by providing timely access to relevant reports. Easily share updates and progress with stakeholders, this can be particularly useful for remote teams or large organizations.
How to email a page in ClearPoint
In this example, we are going to send an email containing a Scorecard report but the same steps apply to all types of pages in ClearPoint.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Scorecard Reports
Locate the Scorecard you are going to be working with, in this example, ‘BSC View’
Click on the dropdown menu next to the edit Pencil icon
Select Email page
Choose the Recipients from the dropdown menu
Any email address of a user in ClearPoint will autofill
You can also add non-user email addresses as external emails.
By default, you will see a pre-populated Subject that you can modify
You have the option to receive a copy of the email by marking the checkbox next to Send me a copy of this message
Include a message in the Body field
Select a Page Size using the dropdown menu
Choose the Page Orientation
Once you are done, click Save
