Updaters can log in, view pages they have access to, and update Update Fields such as Measure data, Analysis, Recommendations, and project progress. They cannot edit structural information, layouts, owners, or any Edit Fields.
Updater User Overview
Updaters are typically responsible for entering recurring data during each reporting cycle.
They can:
View any scorecards and elements their administrator has granted access to
Update Update Fields for the reporting period
Favorite pages for quick access
Export reports and detail pages
Create Briefing Book templates
They cannot modify Edit Fields (e.g., names, owners, definitions) or alter layouts.
Updating Fields
Update fields change period to period—for example:
Measure Series values
Analysis
Recommendations
Status or percent complete for project-based elements
To update Measure data:
Select Elements from the left navigation.
Open Measures.
Select a Measure (e.g., Expenses).
In the Measure Data Table, double-click a cell to enter data.
Additionally, add Analysis or Recommendations as needed.
💡 Click the green checkmark ✔️ to save your updates.
Favoriting Pages
Use Favorites to quickly return to frequently updated elements.
Select Elements from the left navigation.
Open Measures (e.g., Expenses).
Choose the element you want to favorite (e.g., Expenses).
Click the kebab menu (⋮).
Click the Favorite ⭐ icon at the top right of the page.
To view favorites:
Open My ClearPoint from the Control Panel.
Select My Workspaces.
Exporting a Page
Updaters can export pages in multiple formats.
In this example, exporting a Measure page to PDF:
Select Elements from the left navigation.
Open Measures (e.g., Expenses).
Choose the element you want to favorite (e.g., Expenses).
Click the kebab menu (⋮).
Select Export to PDF.
💡 Depending on the page, you may also see:
Export to Excel (e.g., Measure reports)
Export to PowerPoint (e.g., Dashboards)
Email a Page
Click the kebab menu (⋮) and select Email Page.
Choose a Recipient.
Modify the Subject or add a message.
(Optional) Send yourself a copy.
Select Page Size and Page Orientation.
Click Send.
Creating Briefing Book Templates
Updaters can create Briefing Book templates to package selected reports and pages into a single PDF.
Select Documents from the left navigation.
Open Briefing Books under Templates.
Click the Plus icon.
Enter a Template Name (e.g., Monthly Expenses Update).
Use the dropdown menu to select:
Default Template Scorecard
Template Object
Template Layout.
Click Save.
Add content:
Click the kebab menu (⋮) and select Edit Template.
Go to the Scorecards tab.
Select the Scorecard(s) to include.
Use Reports and Elements to select the Elements, Summary Reports and Detail Pages you want.
Click Save.
💡 Your new template will now appear under Briefing Book Templates.
Generating a Briefing Book
Go to Documents from the left navigation.
Select Templates.
Navigate to the Briefing Books tab.
Click the Generate ▶️ icon next to a template.
Select a Reporting Period.
(Optional) Check Include Recipients and choose recipients.
Click Confirm.
💡 You’ll receive a notification when the PDF is ready to download.
Need Help?
Your administrator controls which elements you can update.
If you need additional access, reach out to your ClearPoint administrator—they can adjust your permissions or user type.