Publish scorecards and measures effortlessly! ClearPoint Dashboards enable users to create and share dynamic dashboards with just a few clicks, turning your data into impactful visualizations. With the ability to customize the look and feel of your Dashboards, this user-friendly feature empowers you to build a stunning public dashboard. Elevate your ClearPoint experience with personalized and visually captivating dashboards that align perfectly with your unique preferences.
Adding a Dashboard
You can create an easy-to-navigate and visually appealing dashboard that can be published to a publicly accessible, customizable link.
From the Control Panel click on Documents
Select Dashboards
Click New Dashboard
You will be presented with an onboarding Wizard if this is your first time setting up a Dashboard.
Under Template Name, enter the name of the new template, in this example, ‘Upward Airlines Dashboard’.
Under Logo, you can either Drag and Drop an image or use the option Choose File
Under Link, enter how the link is going to be generated, in this example, ‘upwardairlinesdashboard’.
The URL will be automatically generated “https://upwardairlines.clearpoint.site/upwardairlinesdashboard"
Navigate to the Content tab
Select the Scorecards to be included in your Dashboard
You will be prompted to Save before continuing
Important: You will be presented with a message requesting you to configure a dashboard hostname if you haven’t already.
Navigate to the Design tab
Select the Dashboard Typeface from the dropdown menu
Select the text size from the Dashboard Text Size
The following fields will help you enter
Dashboard Title
Organization Name
Welcome Text
Scorecard Heading
Under Scorecard Settings you can change
The icon that displays to the left of the Scorecard Name
You can also add a description by clicking the Plus icon
Under Color Set you can select
You can select your own colors to keep it consistent with your brand standards
We have some Ready-made palettes ready for you
Navigate to the Schedule tab
Click on the Plus icon under Schedule List
Under Schedule Name, you will find a prepopulated name that you can edit
Select the First Run Date
Choose the Run Time
Mark the checkbox next to Recurrence if you want to set a recurrence
In this example we are going to choose
Repeats Monthly
Every 1 Month
The First Monday
Set an End By Date if applicable
Click Save to confirm your selection
Once you are done with your changes, click Save
Managing Dashboard Templates
From the Control Panel click on Documents
Choose Dashboards
Locate the Dashboard you are going to be working with
Click the three dots icon next to a Dashboard and the following options will be displayed
Publish Dashboard, this option allows you to Publish or Republish your Dashboard to fetch the most up to date information.
This option allows you to select the Reporting Period you want to publish
Edit Template, you can edit your Dashboard template with this option.
Duplicate Template, you can duplicate your template and modify it to your convenience.
Delete Template, this option will allow you to delete your template.
Link Dashboard, a new tab will open directing to your dashboard
Click the expand icon next to the three dots icon
You will find a revision history of the Published dashboards, you can Delete previously published versions from here
Deleting all versions will unpublish the Dashboard and take it to a Draft mode until you Publish again
Editing a Dashboard
From the Control Panel click on Documents
Choose Dashboards
Locate the Dashboard you are going to be working with
Click the three dots icon
Select Edit Template
In this example, we are going to change the Scorecard this Dashboard is referring to, but you can make any changes by navigating through the different tabs
Once you are done with your changes, click Save
Important: Remember that you are editing the Dashboard Template, you will have to Publish your changes to see them reflected.