Updating Your Community Dashboard

This article explains how to update your Community Dashboard when you want to display new or refreshed information from ClearPoint.

Fernando Montenegro
7 steps
14 seconds

Clearpointstrategy

Updates are made **in WordPress**, not automatically from ClearPoint, so you can review and approve all changes before publishing them publicly.

When to Update a Community Dashboard

# When to Update a Community Dashboard Update your dashboard whenever: - You want to refresh the information currently displayed for the same reporting period, or - You need to update the site to show a **new reporting period**. Community Dashboard updates work by clearing cached API calls so WordPress can pull the most recent data from ClearPoint. ⚠️ **Important:** Clearing the cache may temporarily slow page load times for the first visitor after each update.\ To avoid this, click through affected pages yourself immediately after clearing the cache.

📌 What Can and Cannot Be Updated With This Process

## ✅ These instructions **can** be used to update: - Text fields displayed on the dashboard (Analysis, Description, etc.) - Number formats and data values - Element names - Chart data or chart design - Status indicator colors, icons, and names ## ❌ These instructions **cannot** update: - Elements added or deleted in ClearPoint - These must be manually adjusted in WordPress; contact ClearPoint Support for assistance. - Placement or layout of dashboard elements - Some text formatting changes (depends on context)

🔐 Logging Into WordPress

Your WordPress login is **separate** from your ClearPoint login.\ ClearPoint Support will provide your WordPress credentials.\ \ If you need assistance, contact **support@clearpointstrategy.com**. ## How to log in: 1. In your browser, go to:\ `https://yourcityhere.clearpointstrategy.com/wp-login.php` 2. Enter your WordPress username and password. 3. Click **Log In**.

🔗 Connect to Your ClearPoint Data

1. In the WordPress admin sidebar, click **ClearPoint**. 2. Your ClearPoint account name should appear. - If it does not, your **API key** may be invalid or expired. - Follow the instructions [here](https://next-support.clearpointstrategy.com/en/articles/12707474-community-dashboard-changing-the-credentials-on-your-dashboard) to reconnect your dashboard to ClearPoint with a new API key.

📆 Updating Your Dashboard for a New Reporting Period

If you want to update the dashboard to display a **different reporting period**, follow these steps first: 1. In the **ClearPoint** section of WordPress, locate **Display Settings**. 2. Select your **new Reporting Period** from the dropdown. 3. Click **Update**.

🧹 Refreshing Data (Clear the Cache)

Whether you are updating the dashboard for the same period or switching to a new one, you must refresh the data: 1. Click **Clear Cache**. 2. The count next to **Cached API Calls** should return to **0**, confirming that all cached content has been cleared. Your Community Dashboard will now show the most recent information from ClearPoint.