Skip to main content
All CollectionsClearPoint SetupAnnual Rollover
Archiving in ClearPoint Strategy
Archiving in ClearPoint Strategy

This article explains how to Archive Scorecards, Reporting Periods, and Custom Fields in ClearPoint Strategy.

F
Written by Fernando Montenegro
Updated over a week ago

ClearPoint allows Administrators to archive Scorecards, Reporting Periods, and Custom Fields. Discover how ClearPoint's Archiving Feature enhances usability, improves visibility, and offers flexible options for data management. Administrators also have the option to unarchive elements should they ever need to reference previously archived elements.


Archiving Scorecards

When a Scorecard is archived, it will be hidden from the manage scorecard view, and will not be included in any search results. This ensures that your analysis or reporting is based solely on active Scorecards, providing you with more accurate insights.

Please note that elements from archived Scorecards will not be factored into any search, summary report, linkage model, or calculation.

Archive a Scorecard

  • Select Elements & Reports from the Control Panel

  • Choose Scorecards

  • Click the Edit Pencil icon next to the Scorecard you are working with, in this example, ‘Airline acquisition’.

  • Navigate to the Edit Fields tab

  • Mark the checkbox next to Archived

  • Once you are done, click Save


Archive multiple Scorecards

  • Select Elements & Reports from the Control Panel

  • Choose Scorecards

  • Mark the checkboxes next to the Scorecards you want to Archive

  • Select Edit Multiple from the dropdown menu

  • Navigate to the Edit Fields tab

  • Choose Archived under Select Fields

  • Select True under Archived

  • Once you are done, click Save


Unarchive a Scorecard

  • Select Elements & Reports from the Control Panel

  • Choose Scorecards

  • On the Manage Scorecards page, mark the checkbox next to Show Archived

    • Scorecards with an Archived label will be displayed for ease of access

  • Click on the unarchive button

  • You will be prompted to confirm you wish to proceed to Unarchive


Unarchive multiple Scorecards

  • Select Elements & Reports from the Control Panel

  • Choose Scorecards

  • Mark the checkbox next to Show Archive

  • Mark the checkboxes next to the Scorecards you want to unarchive

  • Select Edit Multiple from the dropdown menu

  • Navigate to the Edit Fields tab

  • Choose Archived under Select Fields

  • Select False under Archived

  • Once you are done, click Save


Archiving Reporting Periods

When you archive Reporting Periods in ClearPoint, you ensure that your data tables and period selectors remain concise and organized. This means that only current data will be included in your calculations. Archiving can help you streamline your data management and keep your performance reporting accurate.

Archive a Reporting Period

  • Click on Settings from the Control Panel

  • Select Reporting Periods

  • Click on the Edit Pencil icon next to the Reporting Period you want to Archive

  • Mark the checkbox next to Archived

  • Once you are done, click Save


Unarchive a Reporting Period

  • Click on Settings from the Control Panel

  • Select Reporting Periods

  • On the Manage Reporting Periods page, mark the checkbox next to Show Archived

    • Reporting Periods with an Archived label will be displayed for ease of access

  • Click on the Edit Pencil icon next to the Reporting Period you want to unarchive

  • Uncheck the box next to Archived

  • Once you are done, click Save


Archiving Custom Fields

Once a custom field is archived, it will no longer appear on Detail pages, Summary Reports, Briefing Book templates, or any option selections. Custom fields allow you to see relevant information such as its type and in how many places it's being used.

Archive a Custom Field

  • Click on Settings from the Control Panel

  • Select System Setup

  • Choose Custom Fields under Standard Features

  • Click the Edit Pencil icon next to the Custom Field you want to Archive

  • Mark the checkbox next to Archived

  • Once you are done, click Save


Unarchive a Custom Field

  • Click on Settings from the Control Panel

  • Select System Setup

  • Choose Custom Fields under Standard Features

  • Mark the checkbox next to Show Archived

  • Click the Edit Pencil icon next to the Custom Field you want to unarchive

  • Uncheck the box next to Archived

  • Once you are done, click Save

Did this answer your question?