Archiving in ClearPoint Strategy
Fernando Montenegro
20 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Archiving Scorecards
2
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
3
- 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’.
4
- Navigate to the **Edit Fields tab** - Mark the checkbox next to **Archived** - Once you are done, click **Save**
Archive multiple Scorecards
5
- 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
6
- Navigate to the **Edit Fields tab** - Choose **Archived** under Select Fields - Select **True** under Archived - Once you are done, click **Save**
Unarchive a Scorecard
7
- 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
8
- Click on the **unarchive button** - You will be prompted to confirm you wish to proceed to **Unarchive**
Unarchive multiple Scorecards
9
- 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**
10
- Navigate to the **Edit Fields tab** - Choose **Archived** under Select Fields - Select **False** under Archived - Once you are done, click **Save**
Archiving Reporting Periods
11
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
12
- 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
13
- Mark the checkbox next to **Archived** - Once you are done, click **Save**
Unarchive a Reporting Period
14
- 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
15
- 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
16
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
17
- Click on **Settings** from the Control Panel - Select **System Setup** - Choose **Custom Fields** under Standard Features
18
- 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
19
- Click on **Settings** from the Control Panel - Select **System Setup** - Choose **Custom Fields** under Standard Features
20
- 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**
Archiving in ClearPoint Strategy
Fernando Montenegro
20 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Archiving Scorecards
2
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
3
- 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’.
4
- Navigate to the **Edit Fields tab** - Mark the checkbox next to **Archived** - Once you are done, click **Save**
Archive multiple Scorecards
5
- 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
6
- Navigate to the **Edit Fields tab** - Choose **Archived** under Select Fields - Select **True** under Archived - Once you are done, click **Save**
Unarchive a Scorecard
7
- 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
8
- Click on the **unarchive button** - You will be prompted to confirm you wish to proceed to **Unarchive**
Unarchive multiple Scorecards
9
- 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**
10
- Navigate to the **Edit Fields tab** - Choose **Archived** under Select Fields - Select **False** under Archived - Once you are done, click **Save**
Archiving Reporting Periods
11
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
12
- 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
13
- Mark the checkbox next to **Archived** - Once you are done, click **Save**
Unarchive a Reporting Period
14
- 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
15
- 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
16
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
17
- Click on **Settings** from the Control Panel - Select **System Setup** - Choose **Custom Fields** under Standard Features
18
- 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
19
- Click on **Settings** from the Control Panel - Select **System Setup** - Choose **Custom Fields** under Standard Features
20
- 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**
