ClearPoint allows administrators to configure a unified color system that applies across navigation, cards, charts, reports, and visual components.
Account Colors include:
Primary & Secondary Colors used across global UI elements
Accent Colors used to visually differentiate cards, charts, and components
Color application controls within cards, layouts, charts, and reports
These settings ensure brand consistency and improve visual clarity for all users.
Accessing Account Colors
To configure account-wide colors:
Click Settings from the top navigation.
Select Account Defaults.
Configure Primary, Secondary, and Accent Colors.
You may choose up to five accent colors.
💡 Changes made here update visual components across the entire account.
Primary & Secondary Colors
Your Primary and Secondary colors determine the look and feel of the application, including:
Left navigation color theme
Buttons, highlights, and selected states
Detail page labels
Report headers and borders
Template styling defaults (when no custom style is applied)
💡 These colors help maintain consistent brand identity across key UI areas.
Accent Colors
Accent colors offer flexible visual customization within pages, charts, and layouts. You can define up to five accent colors that users can apply to:
Element cards on detail pages
Workspace cards
Pod/card visual settings (e.g., background color, label color)
Series or chart elements
Scorecard layouts
Dashboard components
💡 Accent colors make it easy to visually differentiate content while maintaining consistent styling.
Cards (Layout Content Across the Application)
Cards (formerly pods) support accent colors for visual grouping or emphasis.
Applying Colors to Cards
Users can apply accent colors using Edit Card Visual Settings.
Click on Elements from the left navigation.
Go to Measures.
Click on the Measure you want to work with (e.g., Expenses).
Click on the kebab menu (⋮) and select Edit Layout.
Click on the kebab menu (⋮) on any card.
Select Edit Card Visual Settings.
Choose an accent color from the account palette.
Click Confirm.
Cards appear in:
Detail pages
Workspaces
Scorecard Layout Reports
Because these cards are configurable throughout Edit Layout mode, accent colors give structure to layouts and improve scannability.
Applying Colors in Charts
Charts make use of both series-level custom colors and the account’s set of accent colors.
Where Accent Colors Appear in Charts
Accent colors can be used for:
Series colors
Marker colors and shapes
Plot bands
Chart backgrounds and display elements (depending on chart type)
How to Apply Accent Colors in a Chart
Click on Elements from the left navigation.
Go to Measures.
Click on the Measure you want to work with (e.g., Expenses)
Double click on the Chart.
Navigate to the Series tab, select an accent color for each series.
Save changes.
This supports clearer visual differentiation in dashboards, detail pages, and exported reports.
Applying Colors in Reports
Accent colors and primary/secondary colors appear throughout Summary Reports, Scorecard detail reports, and Dashboards.
You can apply account colors through:
Click on Reports from the left navigation.
Navigate to the Measures tab.
Locate the detail page, workspace, or scorecard layout (e.g., Summary Reports)
Click the kebab menu (⋮) and select Edit Measure.
Navigate to the Report tab.
Choose an Accent Color or Default.
Set the Background Transparency.
Click Save.
💡 Cards using accent colors will retain those colors in exports and templates.
Workspaces
Workspace cards (including Custom Cards for charts and reports) support accent color settings.
Applying Colors to Workspace Cards
Select MyClearPoint from the left navigation.
Choose My Workspaces.
Open My Workspace.
Click the kebab menu (⋮) and select Edit Layout.
Click the kebab menu (⋮) and select Edit Card Visual Settings.
Choose a Card Accent Color.
Click Confirm.
This helps team dashboards reflect priority workflows or departmental themes.
Best Practices for Using Account Colors
Keep Primary and Secondary colors aligned with brand identity. These appear most often in navigation and high-visibility areas.
Use accent colors intentionally.
Use consistent colors for related data types (e.g., all financial metrics = one accent color).
Avoid assigning too many colors to a single page, which reduces clarity.
Leverage color to improve layout readability.
For example, use one accent color for update fields, another for analysis content.