Exporting and Publishing - Dashboards
Fernando Montenegro
17 steps
6 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Dashboard
2
You can create an easy-to-navigate and visually appealing dashboard that can be published on a public website.
3
- From the Control Panel click on **Documents** - Select **Dashboards** - Click **New Dashboard** - You will be presented with an onboarding Wizard if this is your first time setting up a Dashboard.
4
- Under **Template Name**, enter the name of the new template, in this example, ‘Upward Airlines Dashboard’. - Under **Logo**, you can either Drag and Drop an image or use the option Choose File - Under **Link**, enter how the link is going to be generated, in this example, ‘upwardairlinesdashboard’. - The URL will be automatically generated “https://upwardairlines.clearpoint.site/upwardairlinesdashboard"
5
- Navigate to the **Content tab** - Select the **Scorecards** to be included in your **Dashboard** - You will be prompted to **Save** before continuing - You will be presented with a message requesting you to configure a dashboard hostname, if you haven’t already.
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- Navigate to the **Design tab** - Select the **Dashboard Typeface** from the dropdown menu - Select the text size from the **Dashboard Text Size**
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- The following fields will help you enter - **Dashboard Title** - **Organization Name** - **Welcome Text** - **Scorecard Heading**
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- Under **Scorecard Settings** you can change - The icon that displays to the left of the **Scorecard Name** - You can also add a description by clicking the **Plus icon**
9
- Under **Color Set** you can select - You can select your own colors to keep it consistent with your brand standards - We have some **Ready-made palettes** ready for you
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- Navigate to the **Schedule tab** - Click on the **Plus icon** under Schedule List - Under **Schedule Name**, you will find a prepopulated name that you can edit - Select the **First Run Date** - Choose the **Run Time**
11
- Mark the checkbox next to **Recurrence** if you want to set a recurrence - In this example we are going to choose - **Repeats** Monthly - **Every** 1 Month - **The First Monday** - Set an **End By Date** if applicable - Click **Save** to confirm your selection - Once you are done with your changes, click **Save**
Managing Dashboard Templates
12
- From the Control Panel click on **Documents** - Choose **Dashboards** - Locate the **Dashboard** you are going to be working with
13
- Click the **three dots icon** next to a Dashboard and the following options will be displayed - **Publish Dashboard**, this option allows you to Publish or Republish your Dashboard to fetch the most up to date information. - This option allows you to select the Reporting Period you want to publish - **Edit Template**, you can edit your Dashboard template with this option. - **Duplicate Template**, you can duplicate your template and modify it to your convenience. - **Delete Template**, this option will allow you to delete your template. - **Link Dashboard**, a new tab will open directing to your dashboard
14
- Click the **expand icon** next to the three dots icon - You will find a **revision history** of the Published dashboards, you can Delete previously published versions from here - Deleting all versions will unpublish the Dashboard and take it to a Draft mode until you Publish again
Editing a Dashboard
15
- From the Control Panel click on **Documents** - Choose **Dashboards** - Locate the **Dashboard** you are going to be working with
16
- Click the **three dots icon** - Select **Edit Template** - In this example, we are going to change the **Scorecard** this Dashboard is referring to, but you can make any changes by navigating through the different tabs - Once you are done with your changes, click **Save**
17
Important: Remember that you are editing the Dashboard Template, you will have to Publish your changes to see them reflected.
Exporting and Publishing - Dashboards
Fernando Montenegro
17 steps
6 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Dashboard
2
You can create an easy-to-navigate and visually appealing dashboard that can be published on a public website.
3
- From the Control Panel click on **Documents** - Select **Dashboards** - Click **New Dashboard** - You will be presented with an onboarding Wizard if this is your first time setting up a Dashboard.
4
- Under **Template Name**, enter the name of the new template, in this example, ‘Upward Airlines Dashboard’. - Under **Logo**, you can either Drag and Drop an image or use the option Choose File - Under **Link**, enter how the link is going to be generated, in this example, ‘upwardairlinesdashboard’. - The URL will be automatically generated “https://upwardairlines.clearpoint.site/upwardairlinesdashboard"
5
- Navigate to the **Content tab** - Select the **Scorecards** to be included in your **Dashboard** - You will be prompted to **Save** before continuing - You will be presented with a message requesting you to configure a dashboard hostname, if you haven’t already.
6
- Navigate to the **Design tab** - Select the **Dashboard Typeface** from the dropdown menu - Select the text size from the **Dashboard Text Size**
7
- The following fields will help you enter - **Dashboard Title** - **Organization Name** - **Welcome Text** - **Scorecard Heading**
8
- Under **Scorecard Settings** you can change - The icon that displays to the left of the **Scorecard Name** - You can also add a description by clicking the **Plus icon**
9
- Under **Color Set** you can select - You can select your own colors to keep it consistent with your brand standards - We have some **Ready-made palettes** ready for you
10
- Navigate to the **Schedule tab** - Click on the **Plus icon** under Schedule List - Under **Schedule Name**, you will find a prepopulated name that you can edit - Select the **First Run Date** - Choose the **Run Time**
11
- Mark the checkbox next to **Recurrence** if you want to set a recurrence - In this example we are going to choose - **Repeats** Monthly - **Every** 1 Month - **The First Monday** - Set an **End By Date** if applicable - Click **Save** to confirm your selection - Once you are done with your changes, click **Save**
Managing Dashboard Templates
12
- From the Control Panel click on **Documents** - Choose **Dashboards** - Locate the **Dashboard** you are going to be working with
13
- Click the **three dots icon** next to a Dashboard and the following options will be displayed - **Publish Dashboard**, this option allows you to Publish or Republish your Dashboard to fetch the most up to date information. - This option allows you to select the Reporting Period you want to publish - **Edit Template**, you can edit your Dashboard template with this option. - **Duplicate Template**, you can duplicate your template and modify it to your convenience. - **Delete Template**, this option will allow you to delete your template. - **Link Dashboard**, a new tab will open directing to your dashboard
14
- Click the **expand icon** next to the three dots icon - You will find a **revision history** of the Published dashboards, you can Delete previously published versions from here - Deleting all versions will unpublish the Dashboard and take it to a Draft mode until you Publish again
Editing a Dashboard
15
- From the Control Panel click on **Documents** - Choose **Dashboards** - Locate the **Dashboard** you are going to be working with
16
- Click the **three dots icon** - Select **Edit Template** - In this example, we are going to change the **Scorecard** this Dashboard is referring to, but you can make any changes by navigating through the different tabs - Once you are done with your changes, click **Save**
17
Important: Remember that you are editing the Dashboard Template, you will have to Publish your changes to see them reflected.
