Getting Started Guide - Navigating ClearPoint

Find what you are looking for by entering keywords in the **Search bar**.

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.

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.

Go to the **Profile icon** to manage your settings, quickly access System Setup, and Log out of your account.

From anywhere in ClearPoint you can click on the **Home button** to return to the Landing page.

**My Workspace**, Workspaces enable users to customize their strategy hub based on their roles and preferences, which makes managing projects and tasks easier.

**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.

**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.

**My Scorecard**, you can easily see all the elements you either own or collaborate with, and you can quickly review or make updates.

**Notifications** provides a list of all the notifications linked to your user, allowing you to manage the alerts you receive for changes.

**Page Exports** will show any page that has been previously exported as PDF, PowerPoint or Excel.