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Summarize Your Results – Editing Detail Page Layouts

Learn how to customize and manage Detail Page layouts in ClearPoint.

Ted Jackson avatar
Written by Ted Jackson
Updated over a month ago

Detail Pages in ClearPoint provide a comprehensive view of your elements—such as Objectives, Measures, Initiatives, and Risks.
Each page displays key information like the element’s name, owner, description, and status.

By editing a Detail Page layout, you can choose which fields appear, rearrange their order, and design a layout that best supports your team’s workflow and reporting needs.


Opening the Layout Editor

  1. From the left navigation, click Elements.

  2. Select the element type you want to edit (e.g., Objectives).

  3. Open the element’s Detail Page (e.g., Good Locations).

  1. Click the kebab menu (⋮) and select Edit Layout.

💡 The layout editor allows you to add, remove, and rearrange fields with live previews of your changes.


Editing Fields in the Layout

When the layout editor opens, you’ll see two panels:

  • Left-hand panel: Displays all fields currently included in the layout.

  • Right-hand panel: Lists additional fields you can add to the page.

Add or Remove Fields

  • Drag and drop a field on the right to add it to your layout.

  • Click the kebab menu (⋮) and select Remove Card.

Reorder or Resize Fields

  • Use the drag handle to move fields around the page.

  • Fields can span full width or half width of the page depending on placement.

💡 You can instantly preview how the layout will look for your element as you rearrange fields.

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