User Types - Browser | Scribe

    User Types - Browser

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

    Browser user

    In ClearPoint, Browser users can view Detail Pages and Summary Reports. This is useful if you are going to use ClearPoint to review reports and analyze information. \ \ Please note you will only have access to information your administrator has previously granted access.

    Favorite a page

    ClearPoint allows you to Favorite a page for ease of access. In this example, we are going to navigate to a Measure and mark it as Favorite.
    - 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 on the **Favorite** icon at the top right
    - Easily find your favorites by clicking on **My ClearPoint** from the Control Panel - Select **My Favorites**

    Export a page

    In this example, we are going to navigate to a Measure and export it to PDF.
    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Scorecard Reports** - Select the **Report** you are going to be working with, in this example, ‘Quick Start Guide’.
    - Click on the **dropdown menu** next to the edit Pencil icon at the top right - Select **Export to PDF** - Other types of reports like Measures will additionally allow you to **Export to Excel** and Dashboards have also the option to **Export as PowerPoint**.
    - The option **Email Page** is useful as you don’t have to download and attach a report - Select a recipient from the **dropdown menu** or enter an email address if it's an external user - You will find a prepopulated **Subject** that you can modify - Additionally, you can send yourself a copy of the email - In the **Body field**, you can add a message to give context to the page you are sending - Once you are done, click **Save**
    Your Admin has set what you can view in ClearPoint, if you have any questions about your access reach out to your ClearPoint administrator, they will be able to help you with any access-related questions and make any changes if necessary.

    Attachments

    ClearPoint also has a place to see attachments, this is helpful when you need to only see a specific part of a page and not an entire report. In this example, we are going to navigate to Objectives, find and download attachments.
    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Objectives** - Select the **Objective** you are going to be working with, in this example, ‘Direct Routes’. - Click the **Download button** under Attachments
    - Additionally, you can click on **Documents** from the Control Panel - Click on **Attachments** under Files - Click the **Download** button
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