How-To Guides
Work through best practices in ClearPoint
By Fernando and 1 other2 authors13 articles
- How-To Guides - Creating and Accessing SnapshotsThis article will cover how to create and access snapshots in ClearPoint.
- How-To Guides - Rolling over your accountThe new year often requires some changes, updates, and clean up in your ClearPoint account!
- How-To Guides - Off-boarding users in ClearPointThis article walks you through the process of off-boarding a user in ClearPoint.
- How-To Guides - Building a Summary Report for making updatesThis article walks through how to create a Summary Report in ClearPoint for end users to easily make their data updates.
- How-To Guides - Embedding maps and dashboards in ClearPointThis article will show you how to embed maps and dashboards in ClearPoint.
- How-To Guides - Automating your reporting processThis article is a comprehensive guide on using ClearPoint’s scheduling and reminder features to automate your reporting process.
- Care Packages - Bulk Changes Scripts Care PackageThis article explains how to make widespread changes to your ClearPoint account using Bulk Changes Scripts.
- Care Packages - ClearPoint Data Loader Care PackageThis article explains what the ClearPoint Data Loader is and how you can benefit from using it.
- Care Packages - Embed Codes Care PackageThis article explains how to share your ClearPoint Charts on intranets or public facing platforms.
- Care Packages - Measure Library Care PackageThis article walks through the Measure Library and how to use it in ClearPoint.
- Care Packages - Reporting Workflows Care PackageThis article explains what are Reporting Workflows and how you can easily create them in ClearPoint.
- Care Packages - Summary Reports Care PackageThis article explains what are Summary Reports and how you can easily create Summary Reports in ClearPoint.
- Care Packages - Tagging Care PackageThis article explains how to group elements (tagging) in ClearPoint.