ClearPoint has a Custom Style menu that allows you to create custom branding in your ClearPoint account. You can dictate the color scheme inside your account through pod and table styles to match your organization’s brand guidelines, making ClearPoint feel like your own. You can also create custom header and footer styles to keep any exports on-brand.
Creating a Pod Style
Pod styles can be created and applied to any Detail Pages or Scorecard Summary Reports in your account. They are a great way to brand an account with your organization’s colors or call attention to specific pods on a detail page.
From the Control Panel click on System Settings
Select System Setup
Click on Custom Styles under Professional Features
In the Pod Styles tab click on the Plus icon
Under Pod Style Name enter the name of the new Pod Style, in this example, ‘Blue Pods’.
Use the following tabs to create custom Pod Style, Pod Header, and Pod Contents.
The Pod Styles tab controls the border around the Pod
For this example, we are going to set All Boarders to be 3px width and color Blue
Click Save
Navigate to the Pod Header tab
Select a Header Background Color
Use the Header Font dropdown menus to select:
Font, Size, Style, and Color
You can also choose to add a Header Border
For this example, we are going to select Bottom Border with 2px and Color Gray
Navigate to the Pod Content tab
Select a Pod Background Color
If you have an organizational Font, you can select it here, so that any text in these pods conforms to your organizational branding.
You also have control over the Size, Style and Color
You can also choose to add a Pod Border
For this example, we are going to select All Border with 2px and Color Gray
Mark the checkbox next to Default Style to set a pod style as your organizational default. The pod style you chose will be applied to all pods in your account.
Once you are done with your changes, click Save
Assign a style to a specific Pod
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Click the dropdown menu next to the edit Pencil icon
Select Edit Layout
Click on the edit Pencil icon for the pod you’d like to customize, in this example, ‘Revenue’.
Select a style from the Custom Pod Style dropdown menu
Click Save on the Edit Pod window
Once you are done with your changes, click Save
After making these changes, you will see that the pod you edited now uses the custom style you selected.
Creating a Table style
Table styles can be created and applied to entire summary reports or specific columns in summary reports. Creating a custom table style can be a great way to style any report.
From the Control Panel click on System Settings
Select System Setup
Click on Custom Styles under Professional Features
Navigate to the Table Styles tab
Click on the Plus icon
Under Table Style Name enter the name of the new Table Style, in this example, ‘Custom Table Style’.
On the Table tab, you can customize the Table Border
In this example, we are going to select All Borders with 2px and color Blue
Navigate to the Table Header tab
Select a Header Background Color
Use the Header Font dropdown menus to select:
Font, Size, Style, and Color
You can also choose to add a Header Border
For this example, we are going to select All Borders with 2px and Color Gray
Navigate to the Table Cells tab
Select a Cell Background Color
If you have an organizational Font, you can select it here, so that any text in these pods conforms to your organizational branding.
You also have control over the Size, Style and Color
You can also choose to add a Cell Border
For this example, we are going to select All Border with 2px and Color light Blue
Once you are done with your changes, click Save
Mark the checkbox next to Default Style to set a table style as your organizational default. The table style you chose will be applied to all tables in your account.
Assign a style to a specific Summary Report
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Select the Measure Report you are going to be working with, in this example, ‘Summary Report’.
Click the edit Pencil icon
On the Measure Report tab select the Table Style from the dropdown menu
Once you are done with your changes, click Save
You will see the custom style applied to your Summary Report
Assign a style to a specific column
Each individual column’s table style can also be customized.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Select the Measure Report you are going to be working with, in this example, ‘Summary Report’.
Click on the edit Pencil icon
Navigate to the Columns tab
Mark the checkbox next to Show Advanced Options
Select a custom style from the Style dropdown menu
Once you are done with your changes, click Save
Account Colors
You can customize the background color of your ClearPoint account, as well as the color of the navigation bar.
From the Control Panel click on System Settings
Select System Setup
Click on Custom Styles under Professional Features
Navigate to the Accounts Colors tab
In this example, we are going to modify the Menu Color to blue
You can also modify the Content Background, Navigation bar and, Content Border color
Once you are done with your changes, click Save
