Exports & Share information - Managing HTML templates
This article explains how to manage HTML report templates in ClearPoint.
Fernando Montenegro
9 steps
18 seconds
Clearpointstrategy
1
HTML report templates allow you to publish ClearPoint information to external websites, intranets, or portals. Templates can be reused each reporting period so your published report always reflects the newest data.
Creating an HTML Report Template
2
1. From the left-hand navigation, click **Documents**. 2. Select the **Templates** page. 3. Open the **HTML Reports** tab. 4. Click **Add Template** (+). 5. Under **Template Name**, enter the name of the template (e.g., *HTML Report – Central Division*). 6. Select the **Scorecard** to be included. 7. Choose a **Default Template Object**. 8. Select a **Template Layout**. 9. Click **Save**.
Configure Template Details
3
1. Click the **kebab menu (⋮)** and select **Edit Template**. 2. Navigate to the **Template tab**. 3. In the Template tab you can: 1. Update the **Template Name**. 2. Adjust the **Window Width** if needed. - Defaults to **1024px** - Typical width range: **1024–1440px** 3. Enter a **Link** value to define the permanent URL for your published report. - Example: entering `central-division` creates a stable link that always points to the most recent version. 4. **Report Options** allows you to toggle different options: - Include Top Menu. - Enable Accessibility Plugin. - Keep published report private.
Adding Content to the Template
4
1. Navigate to the **Scorecards** tab. 2. Select which **Scorecards** should be included. - Each selected scorecard becomes a tab in the HTML report. 3. Click into each scorecard to choose: - **Summary Reports** - **Detail Pages** ## Additional Options - **Include Linked Pages** - Automatically includes the detail pages for any elements appearing in the selected summary reports. - Note: This does *not* include detail pages pulled into summary reports via a *data grid* custom field. 1. After selecting content, open the **Contents** tab to review all included pages. 2. Click **Save**. Your new template now appears in **Templates → HTML Reports**.
Scheduling an HTML Export
5
Schedules ensure your published report stays up to date automatically. 1. Navigate to the **Schedules** tab. 2. Click **Add Schedule** (+).
6
## Configure Schedule Details 1. Modify the **Schedule Name** (e.g., HTML Report - Central Division). 2. Select the **First Run Date**. 3. Choose a **Run Time**. - The export will begin at this time and finish within a few minutes. 4. Click **Save**. 💡 The template will now automatically regenerate at the scheduled times.
Adding Recipients to an HTML Export
7
Recipients receive a notification when a new version of the report is published. 1. Navigate to the **Recipients** tab. 2. Select the ClearPoint users who should receive notifications. 1. Optionally you can Select All 3. Click **Save**. 💡 Only ClearPoint users can be added as recipients.
Generating an HTML Report
8
1. Open **Documents → Templates → HTML Reports**. 2. Click the **Run** (▶) button. 3. Choose the **Reporting Period**. 4. Click **Confirm**. The report will begin processing. Depending on report size, this may take several minutes.
9
Once complete: - A new export appears under the template’s dropdown list. - A link to the exported version becomes available in **Documents → HTML Reports**.
Exports & Share information - Managing HTML templates
This article explains how to manage HTML report templates in ClearPoint.
Fernando Montenegro
9 steps
18 seconds
Clearpointstrategy
1
HTML report templates allow you to publish ClearPoint information to external websites, intranets, or portals. Templates can be reused each reporting period so your published report always reflects the newest data.
Creating an HTML Report Template
2
1. From the left-hand navigation, click **Documents**. 2. Select the **Templates** page. 3. Open the **HTML Reports** tab. 4. Click **Add Template** (+). 5. Under **Template Name**, enter the name of the template (e.g., *HTML Report – Central Division*). 6. Select the **Scorecard** to be included. 7. Choose a **Default Template Object**. 8. Select a **Template Layout**. 9. Click **Save**.
Configure Template Details
3
1. Click the **kebab menu (⋮)** and select **Edit Template**. 2. Navigate to the **Template tab**. 3. In the Template tab you can: 1. Update the **Template Name**. 2. Adjust the **Window Width** if needed. - Defaults to **1024px** - Typical width range: **1024–1440px** 3. Enter a **Link** value to define the permanent URL for your published report. - Example: entering `central-division` creates a stable link that always points to the most recent version. 4. **Report Options** allows you to toggle different options: - Include Top Menu. - Enable Accessibility Plugin. - Keep published report private.
Adding Content to the Template
4
1. Navigate to the **Scorecards** tab. 2. Select which **Scorecards** should be included. - Each selected scorecard becomes a tab in the HTML report. 3. Click into each scorecard to choose: - **Summary Reports** - **Detail Pages** ## Additional Options - **Include Linked Pages** - Automatically includes the detail pages for any elements appearing in the selected summary reports. - Note: This does *not* include detail pages pulled into summary reports via a *data grid* custom field. 1. After selecting content, open the **Contents** tab to review all included pages. 2. Click **Save**. Your new template now appears in **Templates → HTML Reports**.
Scheduling an HTML Export
5
Schedules ensure your published report stays up to date automatically. 1. Navigate to the **Schedules** tab. 2. Click **Add Schedule** (+).
6
## Configure Schedule Details 1. Modify the **Schedule Name** (e.g., HTML Report - Central Division). 2. Select the **First Run Date**. 3. Choose a **Run Time**. - The export will begin at this time and finish within a few minutes. 4. Click **Save**. 💡 The template will now automatically regenerate at the scheduled times.
Adding Recipients to an HTML Export
7
Recipients receive a notification when a new version of the report is published. 1. Navigate to the **Recipients** tab. 2. Select the ClearPoint users who should receive notifications. 1. Optionally you can Select All 3. Click **Save**. 💡 Only ClearPoint users can be added as recipients.
Generating an HTML Report
8
1. Open **Documents → Templates → HTML Reports**. 2. Click the **Run** (▶) button. 3. Choose the **Reporting Period**. 4. Click **Confirm**. The report will begin processing. Depending on report size, this may take several minutes.
9
Once complete: - A new export appears under the template’s dropdown list. - A link to the exported version becomes available in **Documents → HTML Reports**.
