Getting Started Guide - Navigating ClearPoint
Fernando Montenegro
35 steps
7 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Overview of the top navigation menu in ClearPoint
2
The top navigation menu includes the following features.
3
Find what you are looking for by entering keywords in the **Search bar**.
4
The **Period Selector** indicates the reporting period you are in. You can use the toggle or select the date to navigate to past or future periods.
5
The Bell icon serves as your **Alert inbox**, for example when a notification is triggered or an export is completed you can navigate this Inbox to view the Alert and Download the Export.
6
Go to the **Profile icon** to manage your settings, quickly access System Setup, and Log out of your account.
7
From anywhere in ClearPoint you can click on the **Home button** to return to the Landing page.
Overview of the left navigation menu in ClearPoint
My ClearPoint
Workspaces
8
**My Workspace**, Workspaces enable users to customize their strategy hub based on their roles and preferences, which makes managing projects and tasks easier.
Activities
9
**My Updates**, if your organization is leveraging Reporting workflows this page will include a list of all the elements you are responsible for updating for a given reporting period, you also have the ability to mark each task as Completed as you move through your updates.
10
**My Favorites**, from here you can access any page you have personally favorited. You can mark a page as Favorite by clicking the Star icon in the upper right of your screen.
11
**My Scorecard**, you can easily see all the elements you either own or collaborate with, and you can quickly review or make updates.
Alerts
12
**Notifications** provides a list of all the notifications linked to your user, allowing you to manage the alerts you receive for changes.
13
**Page Exports** will show any page that has been previously exported as PDF, PowerPoint or Excel.
Utilities
14
**Revision History** provides a detailed overview of the changes made to your account, including, when the changes occurred, users, and actions performed.
15
**Recycle Bin** contains a log of all deletions made to your account in the last 30 days. Within the 30 day timeframe, you can decide to undo the changes or delete them permanently.
ClearPoint AI Assistant
16
ClearPoint’s AI Assistant will help you create strategic plans for different types of organizations, it can also help you create a strategic plan based on the management framework of your choice.
Goals
17
Setting up Goals or OKRs (Objective and Key Results) is an effective method for establishing, monitoring and evaluating goals. This framework encourages team alignment and participation in accomplishing the set goals or objectives.
18
- Click on **Goals** from the Control Panel - Select **My Goals** - You can click on **Add Goal**, to create a Goal manually or use the **Goals AI Assistant**
19
- Click the **three dots icon** on an existing Goal to **Edit**, D**uplicate**, or **Delete** a Goal - Click the **expand icon** to display your goals - You will be able to update the progress of the **Goals** assigned to you
Elements & Reports
20
Elements & Reports combines Scorecards, elements, and reports in a single tab for ease of access.
21
- Select **Elements & Reports** from the Control Panel - You will find the name of the **Scorecard** you are in at the top - The **Search bar** will allow you to easily find what you are looking for using keywords
22
- Click on **Scorecards**, **Elements**, or **Reports** to see their corresponding **Manage Page** from where you will be able to perform different actions like, Add an element, Edit an element, Duplicate or Delete.
23
- On the **Scorecards and Elements Manage Page**, you will find the **Tree Explorer icon** at the top right to help you see the relation between different elements and their respective Scorecards.
24
- Click on the **expand icon** next to **Elements** to display all the elements associated with this Scorecard. - Clicking on the expand icon next to **Measures,** for example, will show every Measure created in this Scorecard. - You can click on any **Element** to access its **Detail Page** - The same idea applies to Objectives, Measures, Initiatives, Action Items and Risks.
25
Elements on the left panel, **Scorecards**, **Elements**, and **Reports** are scrollable for ease of navigation, you can easily switch the Scorecard you are in, select a different element, or find a different Report without leaving this panel.
Documents
26
**Templates** will help you find the Briefing Books, HTML Exports and Dashboards templates you have created, from here you can Generate, Edit, Duplicate, or Delete a Template.
27
**Documents** will help you find Briefing Books, HTML Exports, and Page Exports you have generated in the past. From here you can Download or Delete them.
Automation
Notifications & Reminders
28
- **Reporting Workflows** helps managers define necessary updates, deadlines, and owners. Once a Reporting Workflow has been created, ClearPoint users can access their elements on the My Updates page. - **Notifications** will help you stay informed about any changes to the elements you are responsible for. - **Reminders** help you ensure users update their data in ClearPoint. Setting up reminders can help you never miss a deadline.
Scheduling
29
- **Schedules** help configure reports to run automatically depending on different criteria that you can configure. For example, you can generate a Briefing Book the first week of every month automatically. - **Calendar** will show you all Schedules created in Calendar view, you can use different Filter criteria to display exactly what you need.
Data Integrations
30
- The **ClearPoint Data Loader**, an-easy to-use automated data management tool, can help you streamline your reporting processes, maintain data integrity, and foster more effective and efficient decision making. - The **ClearPoint API** allows you to integrate ClearPoint with any application. - **Zapier** enables you to streamline workflows by connecting different applications using trigger and action events - all with code-free integrations.
Scripting & Bulk Changes
31
- **Bulk Changes** can make changes to Scorecards, Objectives, Measures, Initiatives, Action Items, Risks, Series, and Charts. These changes, depending on the element, can be additions, deletions, edits, or updates. Please note only Administrators can create and run Bulk Change Scripts in ClearPoint. - **Scripting** Custom Scripts can be used to modify elements, summary reports, users, and more. It is intended for Administrators who need to make widespread changes throughout the ClearPoint account.
System Settings
32
Administrators have access to Systems Settings where they can perform system-wide configurations.
33
- **Manage Users**, you can easily manage users by creating new ones, assigning access levels, and editing existing accounts so everyone has access to what they need. - **Manage Groups**, user groups can be created to assign specific rules and permissions to a set of users
Reporting Periods
34
- **Reporting Periods,** including reporting periods in ClearPoint allows for easy performance comparison over different time frames to identify growth, decline, or seasonal trends. - **Reporting Frequencies,** ClearPoint adds four basic reporting frequencies into your account, Annual, Fiscal Years, Monthly, and Quarterly. If you require a reporting frequency at a different cadence, ClearPoint provides you with the flexibility to easily add it to your account. - **Fiscal Years,** ClearPoint offers the option to use fiscal years instead of calendar years for financial analysis. This allows businesses to analyze their financial data according to their financial cycle, providing a clearer understanding of their performance.
System Configurations
35
- **System Setup** will allow you to make changes to the entire account, depending on your type of plan you will have access to Standard Features, Professional Features, and Enterprise Features.
Getting Started Guide - Navigating ClearPoint
Fernando Montenegro
35 steps
7 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Overview of the top navigation menu in ClearPoint
2
The top navigation menu includes the following features.
3
Find what you are looking for by entering keywords in the **Search bar**.
4
The **Period Selector** indicates the reporting period you are in. You can use the toggle or select the date to navigate to past or future periods.
5
The Bell icon serves as your **Alert inbox**, for example when a notification is triggered or an export is completed you can navigate this Inbox to view the Alert and Download the Export.
6
Go to the **Profile icon** to manage your settings, quickly access System Setup, and Log out of your account.
7
From anywhere in ClearPoint you can click on the **Home button** to return to the Landing page.
Overview of the left navigation menu in ClearPoint
My ClearPoint
Workspaces
8
**My Workspace**, Workspaces enable users to customize their strategy hub based on their roles and preferences, which makes managing projects and tasks easier.
Activities
9
**My Updates**, if your organization is leveraging Reporting workflows this page will include a list of all the elements you are responsible for updating for a given reporting period, you also have the ability to mark each task as Completed as you move through your updates.
10
**My Favorites**, from here you can access any page you have personally favorited. You can mark a page as Favorite by clicking the Star icon in the upper right of your screen.
11
**My Scorecard**, you can easily see all the elements you either own or collaborate with, and you can quickly review or make updates.
Alerts
12
**Notifications** provides a list of all the notifications linked to your user, allowing you to manage the alerts you receive for changes.
13
**Page Exports** will show any page that has been previously exported as PDF, PowerPoint or Excel.
Utilities
14
**Revision History** provides a detailed overview of the changes made to your account, including, when the changes occurred, users, and actions performed.
15
**Recycle Bin** contains a log of all deletions made to your account in the last 30 days. Within the 30 day timeframe, you can decide to undo the changes or delete them permanently.
ClearPoint AI Assistant
16
ClearPoint’s AI Assistant will help you create strategic plans for different types of organizations, it can also help you create a strategic plan based on the management framework of your choice.
Goals
17
Setting up Goals or OKRs (Objective and Key Results) is an effective method for establishing, monitoring and evaluating goals. This framework encourages team alignment and participation in accomplishing the set goals or objectives.
18
- Click on **Goals** from the Control Panel - Select **My Goals** - You can click on **Add Goal**, to create a Goal manually or use the **Goals AI Assistant**
19
- Click the **three dots icon** on an existing Goal to **Edit**, D**uplicate**, or **Delete** a Goal - Click the **expand icon** to display your goals - You will be able to update the progress of the **Goals** assigned to you
Elements & Reports
20
Elements & Reports combines Scorecards, elements, and reports in a single tab for ease of access.
21
- Select **Elements & Reports** from the Control Panel - You will find the name of the **Scorecard** you are in at the top - The **Search bar** will allow you to easily find what you are looking for using keywords
22
- Click on **Scorecards**, **Elements**, or **Reports** to see their corresponding **Manage Page** from where you will be able to perform different actions like, Add an element, Edit an element, Duplicate or Delete.
23
- On the **Scorecards and Elements Manage Page**, you will find the **Tree Explorer icon** at the top right to help you see the relation between different elements and their respective Scorecards.
24
- Click on the **expand icon** next to **Elements** to display all the elements associated with this Scorecard. - Clicking on the expand icon next to **Measures,** for example, will show every Measure created in this Scorecard. - You can click on any **Element** to access its **Detail Page** - The same idea applies to Objectives, Measures, Initiatives, Action Items and Risks.
25
Elements on the left panel, **Scorecards**, **Elements**, and **Reports** are scrollable for ease of navigation, you can easily switch the Scorecard you are in, select a different element, or find a different Report without leaving this panel.
Documents
26
**Templates** will help you find the Briefing Books, HTML Exports and Dashboards templates you have created, from here you can Generate, Edit, Duplicate, or Delete a Template.
27
**Documents** will help you find Briefing Books, HTML Exports, and Page Exports you have generated in the past. From here you can Download or Delete them.
Automation
Notifications & Reminders
28
- **Reporting Workflows** helps managers define necessary updates, deadlines, and owners. Once a Reporting Workflow has been created, ClearPoint users can access their elements on the My Updates page. - **Notifications** will help you stay informed about any changes to the elements you are responsible for. - **Reminders** help you ensure users update their data in ClearPoint. Setting up reminders can help you never miss a deadline.
Scheduling
29
- **Schedules** help configure reports to run automatically depending on different criteria that you can configure. For example, you can generate a Briefing Book the first week of every month automatically. - **Calendar** will show you all Schedules created in Calendar view, you can use different Filter criteria to display exactly what you need.
Data Integrations
30
- The **ClearPoint Data Loader**, an-easy to-use automated data management tool, can help you streamline your reporting processes, maintain data integrity, and foster more effective and efficient decision making. - The **ClearPoint API** allows you to integrate ClearPoint with any application. - **Zapier** enables you to streamline workflows by connecting different applications using trigger and action events - all with code-free integrations.
Scripting & Bulk Changes
31
- **Bulk Changes** can make changes to Scorecards, Objectives, Measures, Initiatives, Action Items, Risks, Series, and Charts. These changes, depending on the element, can be additions, deletions, edits, or updates. Please note only Administrators can create and run Bulk Change Scripts in ClearPoint. - **Scripting** Custom Scripts can be used to modify elements, summary reports, users, and more. It is intended for Administrators who need to make widespread changes throughout the ClearPoint account.
System Settings
32
Administrators have access to Systems Settings where they can perform system-wide configurations.
33
- **Manage Users**, you can easily manage users by creating new ones, assigning access levels, and editing existing accounts so everyone has access to what they need. - **Manage Groups**, user groups can be created to assign specific rules and permissions to a set of users
Reporting Periods
34
- **Reporting Periods,** including reporting periods in ClearPoint allows for easy performance comparison over different time frames to identify growth, decline, or seasonal trends. - **Reporting Frequencies,** ClearPoint adds four basic reporting frequencies into your account, Annual, Fiscal Years, Monthly, and Quarterly. If you require a reporting frequency at a different cadence, ClearPoint provides you with the flexibility to easily add it to your account. - **Fiscal Years,** ClearPoint offers the option to use fiscal years instead of calendar years for financial analysis. This allows businesses to analyze their financial data according to their financial cycle, providing a clearer understanding of their performance.
System Configurations
35
- **System Setup** will allow you to make changes to the entire account, depending on your type of plan you will have access to Standard Features, Professional Features, and Enterprise Features.
