How-To Guides: Rolling Over Your Account

Below we’ve included a rollover to-do list, with helpful resources and articles to help you get the job done.

Congratulations! You just completed a full year of tracking your organization’s strategy and performance. There were likely many successes and goals achieved, as well as areas identified that you may need to work on going forward. No matter what, it’s important that all that hard work isn’t forgotten and that you can reference it if necessary.

Luckily, there are several ways to preserve your historical information in ClearPoint.

Duplicating a scorecard allows you to continue reporting on your current scorecards while also maintaining a historical version. This ensures that anyone with access can view prior-year updates without impacting active reporting.

📎 Related article:
​Duplicating Scorecards

Archiving a scorecard helps keep your account organized by removing scorecards that are no longer actively used, while still preserving them for future reference. Archived scorecards can be unarchived at any time.

📎 Related article:
​Archiving Scorecards

If you create new scorecards each year, locking old scorecards is often the best way to preserve historical data. Locked scorecards prevent further edits while remaining visible.

📎 Related article:
​Locking Scorecards

ClearPoint provides multiple ways to preserve historical reporting formats for reuse or reference:

All Briefing Book and HTML Report templates are managed in Templates & Documents.

📎 Related articles:
​Managing Briefing Book Templates

Snapshots allow you to preserve a view-only copy of your entire account at a specific point in time. This is especially helpful if you are planning to make widespread changes.

📎 Related article:
​Creating and Accessing Snapshots

Once your account has been cleaned up, setting up reporting periods and frequencies for the new year is critical for accurate data entry, calculations, and charting.

Reporting periods that are no longer in use can be archived so you can focus only on active periods.

To speed up setup, you can add multiple reporting periods at once, including copying and pasting from a table.

📎 Related article:
​Managing Reporting Periods

Review and update reporting frequencies to ensure measures and calculations align with your new reporting cycle.

📎 Related article:
​Managing Reporting Frequencies

📎 Related article:
​Using Fiscal Years

If the content of your strategic plan is changing, it’s a good idea to review your account configuration as part of your rollover process.

This may include:

Custom fields can be archived to reduce clutter and easily unarchived later if needed.

📎 Related articles:
​Managing Elements
​Editing Detail Page Layouts
​Creating and Using Custom Fields

Once element detail pages are organized and capturing the right information, review your reporting templates to ensure they reflect the story you want to tell.

This includes:

All templates and generated documents are managed from Templates & Documents.

📎 Related articles:
​Managing Summary Reports
​Managing Briefing Book Templates

Your users are responsible for updating, analyzing, and reporting on your organization’s strategy. At the start of a new year, it’s a great time to review user activity and license usage.

Recommended steps include:

📎 Related articles:
​Exporting User Access and Activity Reports
​Managing Users

ClearPoint can help lighten your workload through automation and reminders, including:

Review these tools to ensure your reporting process runs smoothly in the new year.

📎 Related articles:
​Setting Up Notifications
Automating Your Reporting Process
​Creating and Sending Email Reminders

Check! Your rollover to-do list is complete, and you’re ready to take on the new year in ClearPoint. We can’t wait to see all the great things you accomplish.

If you have questions or need assistance, contact our Support Team at [email protected].

Your Guide to a New Year in ClearPoint