User Types – Updater
This article explains what Updater users can do in ClearPoint.
Fernando Montenegro
17 steps
34 seconds
Clearpointstrategy
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Updaters can log in, view pages they have access to, and update **Update Fields** such as Measure data, Analysis, Recommendations, and project progress. They cannot edit structural information, layouts, owners, or any Edit Fields.
Updater User Overview
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Updaters are typically responsible for entering recurring data during each reporting cycle.\ \ They can: - View any scorecards and elements their administrator has granted access to - Update **Update Fields** for the reporting period - Favorite pages for quick access - Export reports and detail pages - Create Briefing Book templates They cannot modify Edit Fields (e.g., names, owners, definitions) or alter layouts.
Updating Fields
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Update fields change period to period—for example: - Measure Series values - Analysis - Recommendations - Status or percent complete for project-based elements
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## To update Measure data: 1. Select **Elements** from the left navigation. 2. Open **Measures**. 3. Select a Measure (e.g., *Expenses*).
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1. In the **Measure Data Table**, double-click a cell to enter data. 2. Additionally, add **Analysis** or **Recommendations** as needed. 💡 Click the green checkmark ✔️ to save your updates.
Favoriting Pages
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Use Favorites to quickly return to frequently updated elements. 1. Select **Elements** from the left navigation. 2. Open **Measures** (e.g., *Expenses*). 3. Choose the element you want to favorite (e.g., *Expenses*).
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1. Click the **kebab menu (⋮)**. 2. Click the **Favorite** ⭐ icon at the top right of the page.
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To view favorites: 1. Open **My ClearPoint** from the Control Panel. 2. Select **My Workspaces**.
Exporting a Page
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Updaters can export pages in multiple formats. In this example, exporting a Measure page to PDF: 1. Select **Elements** from the left navigation. 2. Open **Measures** (e.g., *Expenses*). 3. Choose the element you want to favorite (e.g., *Expenses*).
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1. Click the **kebab menu (⋮)**. 2. Select **Export to PDF**.
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💡 Depending on the page, you may also see: - **Export to Excel** (e.g., Measure reports) - **Export to PowerPoint** (e.g., Dashboards)
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## Email a Page 1. Click the **kebab menu (⋮)** and select **Email Page**. 2. Choose a **Recipient**. 3. Modify the **Subject** or add a message. 1. (Optional) Send yourself a copy. 4. Select **Page Size** and **Page Orientation**. 5. Click **Send**.
Creating Briefing Book Templates
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Updaters can create Briefing Book templates to package selected reports and pages into a single PDF.
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1. Select **Documents** from the left navigation. 2. Open **Briefing Books** under *Templates*. 3. Click the **Plus** icon. 4. Enter a **Template Name** (e.g., *Monthly Expenses Update*). 5. Use the dropdown menu to select: - **Default Template Scorecard** - **Template Object** - **Template Layout**. 6. Click **Save**.
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## Add content: 1. Click the **kebab menu (⋮)** and select **Edit Template**. 2. Go to the **Scorecards** tab. 3. Select the **Scorecard(s)** to include. 4. Use **Reports and Elements** to select the Elements, Summary Reports and Detail Pages you want. 5. Click **Save**. 💡 Your new template will now appear under **Briefing Book Templates**.
Generating a Briefing Book
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1. Go to **Documents** from the left navigation. 2. Select **Templates**. 3. Navigate to the **Briefing Books** tab. 4. Click the **Generate** ▶️ icon next to a template. 5. Select a **Reporting Period**. 1. (Optional) Check *Include Recipients* and choose recipients. 6. Click **Confirm**. 💡 You’ll receive a notification when the PDF is ready to download.
Need Help?
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Your administrator controls which elements you can update.\ \ If you need additional access, reach out to your ClearPoint administrator—they can adjust your permissions or user type.
User Types – Updater
This article explains what Updater users can do in ClearPoint.
Fernando Montenegro
17 steps
34 seconds
Clearpointstrategy
1
Updaters can log in, view pages they have access to, and update **Update Fields** such as Measure data, Analysis, Recommendations, and project progress. They cannot edit structural information, layouts, owners, or any Edit Fields.
Updater User Overview
2
Updaters are typically responsible for entering recurring data during each reporting cycle.\ \ They can: - View any scorecards and elements their administrator has granted access to - Update **Update Fields** for the reporting period - Favorite pages for quick access - Export reports and detail pages - Create Briefing Book templates They cannot modify Edit Fields (e.g., names, owners, definitions) or alter layouts.
Updating Fields
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Update fields change period to period—for example: - Measure Series values - Analysis - Recommendations - Status or percent complete for project-based elements
4
## To update Measure data: 1. Select **Elements** from the left navigation. 2. Open **Measures**. 3. Select a Measure (e.g., *Expenses*).
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1. In the **Measure Data Table**, double-click a cell to enter data. 2. Additionally, add **Analysis** or **Recommendations** as needed. 💡 Click the green checkmark ✔️ to save your updates.
Favoriting Pages
6
Use Favorites to quickly return to frequently updated elements. 1. Select **Elements** from the left navigation. 2. Open **Measures** (e.g., *Expenses*). 3. Choose the element you want to favorite (e.g., *Expenses*).
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1. Click the **kebab menu (⋮)**. 2. Click the **Favorite** ⭐ icon at the top right of the page.
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To view favorites: 1. Open **My ClearPoint** from the Control Panel. 2. Select **My Workspaces**.
Exporting a Page
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Updaters can export pages in multiple formats. In this example, exporting a Measure page to PDF: 1. Select **Elements** from the left navigation. 2. Open **Measures** (e.g., *Expenses*). 3. Choose the element you want to favorite (e.g., *Expenses*).
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1. Click the **kebab menu (⋮)**. 2. Select **Export to PDF**.
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💡 Depending on the page, you may also see: - **Export to Excel** (e.g., Measure reports) - **Export to PowerPoint** (e.g., Dashboards)
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## Email a Page 1. Click the **kebab menu (⋮)** and select **Email Page**. 2. Choose a **Recipient**. 3. Modify the **Subject** or add a message. 1. (Optional) Send yourself a copy. 4. Select **Page Size** and **Page Orientation**. 5. Click **Send**.
Creating Briefing Book Templates
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Updaters can create Briefing Book templates to package selected reports and pages into a single PDF.
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1. Select **Documents** from the left navigation. 2. Open **Briefing Books** under *Templates*. 3. Click the **Plus** icon. 4. Enter a **Template Name** (e.g., *Monthly Expenses Update*). 5. Use the dropdown menu to select: - **Default Template Scorecard** - **Template Object** - **Template Layout**. 6. Click **Save**.
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## Add content: 1. Click the **kebab menu (⋮)** and select **Edit Template**. 2. Go to the **Scorecards** tab. 3. Select the **Scorecard(s)** to include. 4. Use **Reports and Elements** to select the Elements, Summary Reports and Detail Pages you want. 5. Click **Save**. 💡 Your new template will now appear under **Briefing Book Templates**.
Generating a Briefing Book
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1. Go to **Documents** from the left navigation. 2. Select **Templates**. 3. Navigate to the **Briefing Books** tab. 4. Click the **Generate** ▶️ icon next to a template. 5. Select a **Reporting Period**. 1. (Optional) Check *Include Recipients* and choose recipients. 6. Click **Confirm**. 💡 You’ll receive a notification when the PDF is ready to download.
Need Help?
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Your administrator controls which elements you can update.\ \ If you need additional access, reach out to your ClearPoint administrator—they can adjust your permissions or user type.
