ClearPoint Strategy

Fernando Montenegro

Summarize Your Results

This article explains how to edit an Element Detail Page layout in ClearPoint.

Summarize your results - Editing Detail Page layouts

This article explains how to manage pod visibility options in ClearPoint.

Summarize your results - Explaining pod visibility options

This article will show you how to edit a Gantt chart. Gantt charts are commonly used time-based bar charts to track project status.

Summarize your results - Using a Gantt Chart on a Detail Page

This article explains how to use the Series Status field in ClearPoint.

Summarize your results - Using Series Status

Detail Pages

Create beautiful reports for your next strategy meeting

Summary Reports

This article explains all the different default Summary Reports in ClearPoint.

Summary Reports - Explaining the default Summary Reports in ClearPoint

This article explains how to manage Summary Reports in ClearPoint.

Summary Reports - Managing Summary Reports

This article explains how to select specific Elements to include in a Summary Report in ClearPoint.

Summary Reports - Selecting Elements of a Summary Report

This article explains how to edit and order a Summary Report in ClearPoint.

Summary Reports - Editing a Summary Report

This article explains how to duplicate, delete, and manage access to a Summary Report in ClearPoint.

Summary Reports - Manage access to a Summary Report

This article explains how to manage Strategy Maps in ClearPoint.

Summary Reports - Managing Strategy Maps

This article explains how to add a Gantt Chart Summary Report in ClearPoint.

Summary Reports - Adding a custom Gantt Summary Report

This article walks through how to add and manage an alignment Matrix Summary Report in ClearPoint.

Summary Reports - Creating an alignment Matrix Summary Report

This article explains how to use quick filters and sort options in Summary Report in ClearPoint.

Summary Reports - Using quick filter and sort options on Summary Reports

This article explains how to create a “Heat Map” or “Matrix” summary view in ClearPoint.

Summary Reports - Creating a "heat map" or "matrix" Summary Report

This article walks through how to create a custom HTML Scorecard landing page in ClearPoint.

Summary Reports - Creating a custom HTML Scorecard landing page

This article explains how to set up a Scorecard reference Summary Report in ClearPoint.

Summary Reports - Setting up a Scorecard reference report

This article walks through how to set up a Scorecard landing page in ClearPoint.

Summary Reports - Setting up a Scorecard landing page

This article explains how to create and use Summary Reports Templates in ClearPoint.

Summary Reports - Creating and using Summary Report Templates

This article explains how to create a custom Dashboard Report in ClearPoint.

Summary Reports - Creating a custom Dashboard Report

Summary reports

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