A Snapshot is a view-only copy of your ClearPoint account captured at a specific point in time.
Snapshots allow you to preserve a historical record of your account, track progress over time, and compare different versions of your strategic plan.
📘 Available for Professional Plans and above.
Creating a Snapshot
From the top navigation, click System Settings.
Select Audit & Recovery.
Navigate to the Snapshots tab.
Click the + Add Archive button in the top right corner.
A default Snapshot Name.
Click Save to begin the process.
You’ll receive an email notification once the snapshot is complete and available to access.
💡 Tip: Snapshots capture all Scorecards, Elements, and Reports exactly as they appear at that moment.
Accessing a Snapshot
From the top navigation, click System Settings.
Select Audit & Recovery.
Navigate to the Snapshots tab.
Click the kebab menu (⋮) to select Edit Archive.
Select the users that should have access to the Snapshot.
Click Save.
When authorized users log in, they can select whether to open the live account or a Snapshot version.
⚠️ We recommend granting snapshot access to Administrators only. All Scorecards and data are visible within a snapshot.
Deleting a Snapshot
You can store up to three active Snapshots at a time. Snapshots in the Recycle Bin also count toward this limit.
From the top navigation, click System Settings.
Select Audit & Recovery.
Locate the Snapshot you want to delete.
Click the kebab menu (⋮) next to it and select Delete Archive.
Confirm the deletion.
Deleting a Snapshot permanently removes it and frees up space for new ones.