Changing Default Series
This article explains how to add, edit, and delete default series in ClearPoint Next.
Fernando Montenegro
4 steps
8 seconds
1
ClearPoint allows administrators to configure default series that are automatically added to new measures. These series help standardize how data is tracked across your account. By default, new measures include an Actual and Target series, but you can customize this list to match your organization’s reporting needs.
Configuring the Default Series
2
1. Click **Settings** from the top navigation. 2. Select **Account Defaults**.
3
1. Navigate to the **Series & Charts** tab. 2. Click Add **Default Series**. 3. Name the **Default Series**. 4. Select an **Owner**. 5. Click **Save**.
4
**Edit a Default Series** 1. Click the **kebab menu (⋮)** and select **Edit Default Series**. 2. Use the **Series** tab to edit: 3. Series **Name**, **Data Type**, **Calculation Type**. 4. Use the **Evaluation** tab to enable one or many evaluations.
Changing Default Series
This article explains how to add, edit, and delete default series in ClearPoint Next.
Fernando Montenegro
4 steps
8 seconds
1
ClearPoint allows administrators to configure default series that are automatically added to new measures. These series help standardize how data is tracked across your account. By default, new measures include an Actual and Target series, but you can customize this list to match your organization’s reporting needs.
Configuring the Default Series
2
1. Click **Settings** from the top navigation. 2. Select **Account Defaults**.
3
1. Navigate to the **Series & Charts** tab. 2. Click Add **Default Series**. 3. Name the **Default Series**. 4. Select an **Owner**. 5. Click **Save**.
4
**Edit a Default Series** 1. Click the **kebab menu (⋮)** and select **Edit Default Series**. 2. Use the **Series** tab to edit: 3. Series **Name**, **Data Type**, **Calculation Type**. 4. Use the **Evaluation** tab to enable one or many evaluations.
