With ClearPoint, you can easily integrate interactive maps and dashboards, this will help you view your data more dynamically without leaving ClearPoint.
Copying the embed code
Map embed codes
Most mapping software applications make it easy to get embed codes that will allow you to share your maps. You can find instructions for accessing these embed codes by clicking on the links below.
Dashboard embed codes
Dashboard platforms, such as PowerBI and Tableau, make it easy to get embed codes that will allow you to share your dashboards.
Embedding the link in ClearPoint
Add a Custom Field
For step-by-step instructions please visit our Help Center article Custom Fields.
From the Control Panel click on System Settings
Select System Setup
Click on Custom Fields
On the Scorecard tab click on the Plus icon
Under Custom Field Name, enter the name of the new custom field, in this example, ‘ClearPoint Strategy Map’.
Under Field Type select HTML with Data
Once you are done with your changes, click Save
Using the Custom Field in the Scorecard Summary Report
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Click on Scorecard Reports
Select the Scorecard we are going to be working with, in this example, ‘Manager Home Page’.
Click the edit Pencil icon
Locate the custom field created in the step above and click the Plus icon to add it to the layout
Drag and drop the custom field in the desired location
Click Save
Double-click on the custom field on the Scorecard page
Click on Additional toolbar items
Select the HTML Editor icon <>
Paste in the embed code you copied from your mapping or dashboard software
Click on Close, you will see a preview of the map
Mark the green check to Save your changes
You will see the interactive map on the Scorecard Summary Report page
