Briefing Books compile key information from your Scorecards, Objectives, Measures, and Reports into a single, shareable document. Use them to deliver polished updates and performance summaries to teams and stakeholders. ClearPoint lets you fully customize Briefing Books to match your organization’s reporting needs.
Creating a Briefing Book Template
From the left navigation, select Documents.
Click the Templates tab.
At the top of the page, click the Plus icon to add a New Template.
Enter a Template Name (e.g., Weekly Report – Central Division).
Select a Default Template Scorecard.
Use the dropdown to select the Default Template Object.
Choose a Template Layout.
Click Save to create the template.
Selecting Scorecards and Pages for Your Briefing Book
Once your template is created, select which content to include.
In Documents > Templates, locate your new template.
Click the kebab menu (⋮) and select Edit Template.
In the Scorecard tab:
Use the dropdown under Included Scorecards to select the Scorecards to include.
Each selected Scorecard will display below.
Click into a selected Scorecard to choose content:
Use the tabs (e.g., Objectives, Measures, Initiatives) to browse element types.
Check the boxes for the Summary Reports and Detail Pages you want to include.
Optionally select Include Linked Pages to add related pages automatically.
Click Save when finished.
Reviewing and Managing Template Contents
In Documents > Templates, locate your template.
Click the kebab menu (⋮) and select Edit Template.
Navigate to the Content tab.
Review the list of included items:
Summary and Detail labels identify each page type.
Icons indicate the element type (e.g., Objective, Measure, Initiative).
Drag and drop pages to reorder them — this order defines how pages appear in the final export.
Generate a Briefing Book
In Documents > Templates, locate your template.
Click the Generate Briefing Book icon.
Select a reporting Period.
Use the toggle to Include recipients.
Click Confirm.
