Exports & Share information - Manage Briefing Book templates
This article explains how to manage Briefing Book templates in ClearPoint.
Fernando Montenegro
7 steps
14 seconds
Clearpointstrategy
1
Briefing Books make generating polished, consistent reports fast and easy. From the Templates & Documents Hub, you can add recipients, duplicate templates, schedule automated generation, and download completed reports.
Adding Recipients to a Briefing Book
2
Recipients receive a notification when a new Briefing Book has been generated. Only ClearPoint users can be added as recipients. 1. From the left-hand navigation, select **Documents**. 2. Click the **Templates** tab. 3. Open **Briefing Books**. 4. Click the **kebab menu (⋮)** next to the template and select **Edit Template**. 5. Navigate to the **Recipients** tab. 6. Select the users who should receive notifications. 7. Click **Save**. 💡 Optionally, you can click on **Select All** to include all users at once.
Duplicating a Briefing Book Template
3
Duplicating a template is a quick way to create a new Briefing Book without starting from scratch. 1. Go to **Documents** → **Templates** → **Briefing Books**. 2. Click the **kebab menu (⋮)** next to the template. 3. Select **Duplicate Template**. 4. Enter a **New Template Name**. 5. Click **Duplicate**. 💡 Your duplicated template will appear in the template list.
Generating a Briefing Book
4
1. Go to **Documents** → **Templates** → **Briefing Books**. 2. Click the **Generate** (▶) icon for the template. 3. Select a **Reporting Period**. 4. Optionally check **Include Recipients**, then choose which users to notify. 5. Click **Confirm**. 💡 You will be notified when the Briefing Book is ready.
Report Generation Percent Complete
5
You can monitor how far along the Briefing Book export is in the generation process. 1. Go to **Documents** → **Templates** → **Briefing Books**. 2. View the **percent complete** indicator. 💡 This helps estimate how much longer the export may take.
Scheduling Automatic Report Generation
6
Schedules allow Briefing Books to regenerate automatically—ensuring leadership always receives the latest information on time. 1. From the left navigation, select **Automation**. 2. Click **Schedules**. 3. Select **Add Schedule** (+). 4. Enter a **Schedule Name** (e.g., “Monthly Briefing Book”). 5. Under **Scheduled Task**, choose **Generate Briefing Book**. 6. Select the **Briefing Book** from the dropdown list. 7. Set the **First Run Date** and **Run Time**. 8. Click **Save**. The schedule will now appear under **Manage Schedules**. 💡 Using these same steps, you can also create a schedule for **Recalculate Account**.
Downloading a Briefing Book
7
Generated Briefing Books can be downloaded multiple ways. ## Download from Documents 1. Go to **Documents** → **Briefing Books** under the **Documents** section. 2. Click the **Download** icon. 💡 A toaster notification also appears as soon as the report finishes generating.\ Additionally, ClearPoint emails you a copy of the completed Briefing Book.
Exports & Share information - Manage Briefing Book templates
This article explains how to manage Briefing Book templates in ClearPoint.
Fernando Montenegro
7 steps
14 seconds
Clearpointstrategy
1
Briefing Books make generating polished, consistent reports fast and easy. From the Templates & Documents Hub, you can add recipients, duplicate templates, schedule automated generation, and download completed reports.
Adding Recipients to a Briefing Book
2
Recipients receive a notification when a new Briefing Book has been generated. Only ClearPoint users can be added as recipients. 1. From the left-hand navigation, select **Documents**. 2. Click the **Templates** tab. 3. Open **Briefing Books**. 4. Click the **kebab menu (⋮)** next to the template and select **Edit Template**. 5. Navigate to the **Recipients** tab. 6. Select the users who should receive notifications. 7. Click **Save**. 💡 Optionally, you can click on **Select All** to include all users at once.
Duplicating a Briefing Book Template
3
Duplicating a template is a quick way to create a new Briefing Book without starting from scratch. 1. Go to **Documents** → **Templates** → **Briefing Books**. 2. Click the **kebab menu (⋮)** next to the template. 3. Select **Duplicate Template**. 4. Enter a **New Template Name**. 5. Click **Duplicate**. 💡 Your duplicated template will appear in the template list.
Generating a Briefing Book
4
1. Go to **Documents** → **Templates** → **Briefing Books**. 2. Click the **Generate** (▶) icon for the template. 3. Select a **Reporting Period**. 4. Optionally check **Include Recipients**, then choose which users to notify. 5. Click **Confirm**. 💡 You will be notified when the Briefing Book is ready.
Report Generation Percent Complete
5
You can monitor how far along the Briefing Book export is in the generation process. 1. Go to **Documents** → **Templates** → **Briefing Books**. 2. View the **percent complete** indicator. 💡 This helps estimate how much longer the export may take.
Scheduling Automatic Report Generation
6
Schedules allow Briefing Books to regenerate automatically—ensuring leadership always receives the latest information on time. 1. From the left navigation, select **Automation**. 2. Click **Schedules**. 3. Select **Add Schedule** (+). 4. Enter a **Schedule Name** (e.g., “Monthly Briefing Book”). 5. Under **Scheduled Task**, choose **Generate Briefing Book**. 6. Select the **Briefing Book** from the dropdown list. 7. Set the **First Run Date** and **Run Time**. 8. Click **Save**. The schedule will now appear under **Manage Schedules**. 💡 Using these same steps, you can also create a schedule for **Recalculate Account**.
Downloading a Briefing Book
7
Generated Briefing Books can be downloaded multiple ways. ## Download from Documents 1. Go to **Documents** → **Briefing Books** under the **Documents** section. 2. Click the **Download** icon. 💡 A toaster notification also appears as soon as the report finishes generating.\ Additionally, ClearPoint emails you a copy of the completed Briefing Book.
