Getting Started Guide – Exporting Your Reports
This article explains the different ways to export reports from ClearPoint.
Fernando Montenegro
11 steps
22 seconds
Clearpointstrategy
1
Sharing your reports outside of ClearPoint helps communicate performance to a broader audience—such as board members, investors, and stakeholders who may not have ClearPoint access. Exporting reports ensures your organization’s progress is shared clearly and consistently.
Exporting Individual Pages
2
Any page in ClearPoint can be exported to **PDF**, while **Grid-style Summary Reports** can also be exported to **Excel**, and **Dashboard-style Summary Reports** can be exported to **PowerPoint**.
3
1. Click the **kebab menu (⋮)** in the top-right corner of the page. 2. A notification will appear at the top of your screen—click to download the file. 3. The exported PDF will also be emailed to you.
Page Exports
4
You can view and download previously exported reports at any time. 1. From your Control Panel, select **Exports**. 2. Select **Documents**. 3. Go to the **Page Exports** tab. 4. Click the **kebab menu (⋮)** 5. Click **Download.**
Briefing Books
5
Briefing Books combine pages from multiple scorecards, reports, and detail layouts into a single, linked PDF. They’re perfect for recurring reports such as monthly updates, quarterly strategy reviews, or board presentations.
6
**Generate a Briefing Book** 1. From your Control Panel, select **Exports**. 2. Go to **Templates**. 3. Make sure you are in the **Briefing Books** tab. 4. Click the **Play icon** or open the **kebab menu (⋮)** and select **Generate**. 5. Choose a **Reporting Period**. 1. (Optional) Check **Include recipients** to email copies automatically. 6. Click **Confirm**. 1. You’ll receive a download notification and an email copy of the report.
HTML Reports
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HTML Reports generate a web-based version of your report—ideal for sharing on intranets or public websites. Anyone with the report link can view it.
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**Generate an HTML Report** 1. Make sure you are in the **HTML Reports** tab. 2. Click the **Play icon** or open the **kebab menu (⋮)** and select **Run Template**. 3. Choose the **Reporting Period**. 4. Click **Confirm** to create the HTML link.
Scheduling Reports
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Scheduling allows reports to be generated automatically at regular intervals. Recipients receive the latest version directly in their inbox.
10
1. From your Control Panel, select **Automation**. 2. Go to **Schedules**. 3. Click the **plus icon (+)** to add a schedule.
11
1. Enter a name to easily identify the **Schedule**. 2. Select the Scheduled Task. 3. Choose the Briefing Book. 4. Set a First Run Date and Run Time 5. Click **Save**.
Getting Started Guide – Exporting Your Reports
This article explains the different ways to export reports from ClearPoint.
Fernando Montenegro
11 steps
22 seconds
Clearpointstrategy
1
Sharing your reports outside of ClearPoint helps communicate performance to a broader audience—such as board members, investors, and stakeholders who may not have ClearPoint access. Exporting reports ensures your organization’s progress is shared clearly and consistently.
Exporting Individual Pages
2
Any page in ClearPoint can be exported to **PDF**, while **Grid-style Summary Reports** can also be exported to **Excel**, and **Dashboard-style Summary Reports** can be exported to **PowerPoint**.
3
1. Click the **kebab menu (⋮)** in the top-right corner of the page. 2. A notification will appear at the top of your screen—click to download the file. 3. The exported PDF will also be emailed to you.
Page Exports
4
You can view and download previously exported reports at any time. 1. From your Control Panel, select **Exports**. 2. Select **Documents**. 3. Go to the **Page Exports** tab. 4. Click the **kebab menu (⋮)** 5. Click **Download.**
Briefing Books
5
Briefing Books combine pages from multiple scorecards, reports, and detail layouts into a single, linked PDF. They’re perfect for recurring reports such as monthly updates, quarterly strategy reviews, or board presentations.
6
**Generate a Briefing Book** 1. From your Control Panel, select **Exports**. 2. Go to **Templates**. 3. Make sure you are in the **Briefing Books** tab. 4. Click the **Play icon** or open the **kebab menu (⋮)** and select **Generate**. 5. Choose a **Reporting Period**. 1. (Optional) Check **Include recipients** to email copies automatically. 6. Click **Confirm**. 1. You’ll receive a download notification and an email copy of the report.
HTML Reports
7
HTML Reports generate a web-based version of your report—ideal for sharing on intranets or public websites. Anyone with the report link can view it.
8
**Generate an HTML Report** 1. Make sure you are in the **HTML Reports** tab. 2. Click the **Play icon** or open the **kebab menu (⋮)** and select **Run Template**. 3. Choose the **Reporting Period**. 4. Click **Confirm** to create the HTML link.
Scheduling Reports
9
Scheduling allows reports to be generated automatically at regular intervals. Recipients receive the latest version directly in their inbox.
10
1. From your Control Panel, select **Automation**. 2. Go to **Schedules**. 3. Click the **plus icon (+)** to add a schedule.
11
1. Enter a name to easily identify the **Schedule**. 2. Select the Scheduled Task. 3. Choose the Briefing Book. 4. Set a First Run Date and Run Time 5. Click **Save**.
