ClearPoint Setup – Branding Detail Pages and Reports
Fernando Montenegro
33 steps
13 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating a Pod Style
2
Pod styles can be created and applied to any Detail Pages or Scorecard Summary Reports in your account. They are a great way to brand an account with your organization’s colors or call attention to specific pods on a detail page.
3
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
4
- In the **Pod Styles tab** click on the **Plus icon** - Under **Pod Style Name** enter the name of the new Pod Style, in this example, ‘Blue Pods’. - Use the following tabs to create custom **Pod Style**, **Pod Header**, and **Pod Contents**.
5
- The **Pod Styles tab** controls the border around the Pod - For this example, we are going to set **All Boarders** to be **3px** width and **color Blue** - Click **Save**
6
- Navigate to the **Pod Header tab** - Select a **Header Background Color** - Use the **Header Font** dropdown menus to select: - **Font**, **Size**, **Style**, and **Color**
7
- You can also choose to add a **Header Border** - For this example, we are going to select **Bottom Border** with **2px** and **Color Gray**
8
- Navigate to the **Pod Content tab** - Select a **Pod Background Color** - If you have an organizational **Font**, you can select it here, so that any text in these pods conforms to your organizational branding. - You also have control over the **Size**, **Style** and **Color**
9
- You can also choose to add a **Pod Border** - For this example, we are going to select **All Border** with **2px** and **Color Gray**
10
- Mark the checkbox next to **Default Style** to set a pod style as your organizational default. The pod style you chose will be applied to all pods in your account. - Once you are done with your changes, click **Save**
Assign a style to a specific Pod
11
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures**
12
- Select the **Measure** you are going to be working with, in this example, ‘Revenue’. - Click the **dropdown menu** next to the edit Pencil icon - Select **Edit Layout**
13
- Click on the **edit Pencil icon** for the pod you’d like to customize, in this example, ‘Revenue’. - Select a style from the **Custom Pod Style** dropdown menu - Click **Save** on the **Edit Pod window** - Once you are done with your changes, click **Save**
14
After making these changes, you will see that the pod you edited now uses the custom style you selected.
Creating a Table style
15
Table styles can be created and applied to entire summary reports or specific columns in summary reports. Creating a custom table style can be a great way to style any report.
16
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
17
- Navigate to the **Table Styles tab** - Click on the **Plus icon** - Under **Table Style Name** enter the name of the new Table Style, in this example, ‘Custom Table Style’.
18
- On the **Table tab**, you can customize the **Table Border** - In this example, we are going to select **All Borders** with **2px** and **color Blue**
19
- Navigate to the **Table Header tab** - Select a **Header Background Color** - Use the **Header Font** dropdown menus to select: - **Font**, **Size**, **Style**, and **Color**
20
- You can also choose to add a **Header Border** - For this example, we are going to select **All Borders** with **2px** and **Color Gray**
21
- Navigate to the **Table Cells tab** - Select a **Cell Background Color** - If you have an organizational **Font**, you can select it here, so that any text in these pods conforms to your organizational branding. - You also have control over the **Size**, **Style** and **Color**
22
- You can also choose to add a **Cell Border** - For this example, we are going to select **All Border** with **2px** and **Color light Blue** - Once you are done with your changes, click **Save**
23
Mark the checkbox next to **Default Style** to set a table style as your organizational default. The table style you chose will be applied to all tables in your account.
Assign a style to a specific Summary Report
24
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports**
25
- Select the **Measure Report** you are going to be working with, in this example, ‘Summary Report’. - Click the **edit Pencil icon** - On the **Measure Report tab** select the **Table Style** from the dropdown menu - Once you are done with your changes, click **Save**
26
You will see the custom style applied to your Summary Report
Assign a style to a specific column
27
Each individual column’s table style can also be customized.
28
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports**
29
- Select the **Measure Report** you are going to be working with, in this example, ‘Summary Report’. - Click on the **edit Pencil icon** - Navigate to the **Columns tab**
30
- Mark the checkbox next to **Show Advanced Options** - Select a custom style from the **Style dropdown menu** - Once you are done with your changes, click **Save**
Account Colors
31
You can customize the background color of your ClearPoint account, as well as the color of the navigation bar.
32
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
33
- Navigate to the **Accounts Colors tab** - In this example, we are going to modify the **Menu Color** to blue - You can also modify the **Content Background**, **Navigation bar** and, **Content Border color** - Once you are done with your changes, click **Save**
ClearPoint Setup – Branding Detail Pages and Reports
Fernando Montenegro
33 steps
13 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating a Pod Style
2
Pod styles can be created and applied to any Detail Pages or Scorecard Summary Reports in your account. They are a great way to brand an account with your organization’s colors or call attention to specific pods on a detail page.
3
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
4
- In the **Pod Styles tab** click on the **Plus icon** - Under **Pod Style Name** enter the name of the new Pod Style, in this example, ‘Blue Pods’. - Use the following tabs to create custom **Pod Style**, **Pod Header**, and **Pod Contents**.
5
- The **Pod Styles tab** controls the border around the Pod - For this example, we are going to set **All Boarders** to be **3px** width and **color Blue** - Click **Save**
6
- Navigate to the **Pod Header tab** - Select a **Header Background Color** - Use the **Header Font** dropdown menus to select: - **Font**, **Size**, **Style**, and **Color**
7
- You can also choose to add a **Header Border** - For this example, we are going to select **Bottom Border** with **2px** and **Color Gray**
8
- Navigate to the **Pod Content tab** - Select a **Pod Background Color** - If you have an organizational **Font**, you can select it here, so that any text in these pods conforms to your organizational branding. - You also have control over the **Size**, **Style** and **Color**
9
- You can also choose to add a **Pod Border** - For this example, we are going to select **All Border** with **2px** and **Color Gray**
10
- Mark the checkbox next to **Default Style** to set a pod style as your organizational default. The pod style you chose will be applied to all pods in your account. - Once you are done with your changes, click **Save**
Assign a style to a specific Pod
11
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures**
12
- Select the **Measure** you are going to be working with, in this example, ‘Revenue’. - Click the **dropdown menu** next to the edit Pencil icon - Select **Edit Layout**
13
- Click on the **edit Pencil icon** for the pod you’d like to customize, in this example, ‘Revenue’. - Select a style from the **Custom Pod Style** dropdown menu - Click **Save** on the **Edit Pod window** - Once you are done with your changes, click **Save**
14
After making these changes, you will see that the pod you edited now uses the custom style you selected.
Creating a Table style
15
Table styles can be created and applied to entire summary reports or specific columns in summary reports. Creating a custom table style can be a great way to style any report.
16
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
17
- Navigate to the **Table Styles tab** - Click on the **Plus icon** - Under **Table Style Name** enter the name of the new Table Style, in this example, ‘Custom Table Style’.
18
- On the **Table tab**, you can customize the **Table Border** - In this example, we are going to select **All Borders** with **2px** and **color Blue**
19
- Navigate to the **Table Header tab** - Select a **Header Background Color** - Use the **Header Font** dropdown menus to select: - **Font**, **Size**, **Style**, and **Color**
20
- You can also choose to add a **Header Border** - For this example, we are going to select **All Borders** with **2px** and **Color Gray**
21
- Navigate to the **Table Cells tab** - Select a **Cell Background Color** - If you have an organizational **Font**, you can select it here, so that any text in these pods conforms to your organizational branding. - You also have control over the **Size**, **Style** and **Color**
22
- You can also choose to add a **Cell Border** - For this example, we are going to select **All Border** with **2px** and **Color light Blue** - Once you are done with your changes, click **Save**
23
Mark the checkbox next to **Default Style** to set a table style as your organizational default. The table style you chose will be applied to all tables in your account.
Assign a style to a specific Summary Report
24
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports**
25
- Select the **Measure Report** you are going to be working with, in this example, ‘Summary Report’. - Click the **edit Pencil icon** - On the **Measure Report tab** select the **Table Style** from the dropdown menu - Once you are done with your changes, click **Save**
26
You will see the custom style applied to your Summary Report
Assign a style to a specific column
27
Each individual column’s table style can also be customized.
28
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports**
29
- Select the **Measure Report** you are going to be working with, in this example, ‘Summary Report’. - Click on the **edit Pencil icon** - Navigate to the **Columns tab**
30
- Mark the checkbox next to **Show Advanced Options** - Select a custom style from the **Style dropdown menu** - Once you are done with your changes, click **Save**
Account Colors
31
You can customize the background color of your ClearPoint account, as well as the color of the navigation bar.
32
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
33
- Navigate to the **Accounts Colors tab** - In this example, we are going to modify the **Menu Color** to blue - You can also modify the **Content Background**, **Navigation bar** and, **Content Border color** - Once you are done with your changes, click **Save**
