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
