All Collections
ClearPoint Setup
Set up ClearPoint to match your management process
F
ClearPoint Setup - Menu and element namesThis article walks through how to customize menus and element names in ClearPoint.
ClearPoint Setup - Rename default field namesThis article walks through how to rename default field names in ClearPoint.
ClearPoint Setup - Rename default field labelThis article walks through how to rename default field labels in ClearPoint.
ClearPoint Setup - Custom FieldsThis article explains how to create and manage Custom Fields in ClearPoint.
ClearPoint Setup - Creating and using calculated fieldsThis article describes how to create calculated fields, which allow you to display series as columns in summary views.
ClearPoint Setup – Branding Detail Pages and ReportsClearPoint lets you customize pods, table styles, briefing books, headers, and footers to match your organization's branding guidelines.
ClearPoint Setup - Branding Briefing BooksClearPoint lets you customize briefing books to match your organization's branding guidelines.
ClearPoint Setup - Customizing HTML TablesThis article explains how to add and manage HTML Tables in ClearPoint.
ClearPoint Setup - Creating Custom Number FormatsThis article explains how to create and use custom number formats in ClearPoint.
ClearPoint Setup - Adding, editing, and reordering status indicatorsThis article explains how to add and manage status indicators in ClearPoint.
ClearPoint Setup - Setting Default Page LayoutsThis article explains how to set up default page layouts for newly created elements in ClearPoint.
ClearPoint Setup - Setting a default Chart typeThis article explains how to set up a default chart type in ClearPoint.
ClearPoint Setup - Changing Default SeriesThis article explains how to modify the default ‘Actual’ and ‘Target’ series for new measures in ClearPoint.
ClearPoint Setup - Changing Default Currency typeThis article explains how to modify the default currency for your ClearPoint account.
ClearPoint Setup - Setting Maximum Number of Rows in Data TablesThis article walks you through how to set the maximum number of rows that will be shown in all measure data tables across your account.
ClearPoint Setup - Setting Report OptionsThis article will help you as an administrator understand the Report Options available in ClearPoint.
ClearPoint Setup - Managing Reporting PeriodsThis article explains how to add and manage Reporting Periods in ClearPoint.
ClearPoint Setup - Managing Reporting FrequenciesThis article explains how to add and manage Reporting Frequencies in ClearPoint.
ClearPoint Setup - Using Fiscal YearsThis article explains how to incorporate Fiscal Years in a variety of reports in ClearPoint.