ClearPoint Setup – Branding Detail Pages and Reports | Scribe

    ClearPoint Setup – Branding Detail Pages and Reports

    • Fernando Montenegro |
    • 0 step |
    • 13 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Creating a Pod Style

    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.
    - From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
    - 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**.
    - 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**
    - Navigate to the **Pod Header tab** - Select a **Header Background Color** - Use the **Header Font** dropdown menus to select: - **Font**, **Size**, **Style**, and **Color**
    - You can also choose to add a **Header Border** - For this example, we are going to select **Bottom Border** with **2px** and **Color Gray**
    - 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**
    - You can also choose to add a **Pod Border** - For this example, we are going to select **All Border** with **2px** and **Color Gray**
    - 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

    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures**
    - 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**
    - 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**
    After making these changes, you will see that the pod you edited now uses the custom style you selected.

    Creating a Table style

    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.
    - From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
    - 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’.
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