Collaborate
Work together in ClearPoint to do great things
Exports & Share Information – Creating and Selecting Briefing Book ContentLearn how to create, customize, and manage Briefing Book templates in ClearPoint.
Community Dashboard – Changing the Credentials on Your DashboardLearn how to update your Community Dashboard credentials in WordPress using ClearPoint API Keys to keep your live data connection active.
Collaborate With Your Team – Creating and Sending Email RemindersThis article explains how to create, customize, and send email reminders in ClearPoint.
Collaborate With Your Team – Emailing a Page in ClearPointThis article explains how to email a page in ClearPoint.
Collaborate With Your Team – Reporting WorkflowsThis article explains how to set up and manage Reporting Workflows in ClearPoint to automate data collection and keep reporting on track.
Exports & Share information - Exporting Measure Data TablesThis article explains how to export Measure Data Tables in ClearPoint.
Exports & Share information - Managing HTML templatesThis article explains how to manage HTML report templates in ClearPoint.
Exports & Share information - Editing a Briefing Book TemplateThis article explains how to edit a Briefing Book template in ClearPoint.
Exports & Share information - Manage Briefing Book templatesThis article explains how to manage Briefing Book templates in ClearPoint.
Exports & Share information - Exporting single pagesThis article explains how to export single pages in ClearPoint.
Exports & Share information - Exporting Summary Reports to ExcelThis article explains how to export Summary Reports to Excel in ClearPoint.
Exports & Share information - Embedding a ClearPoint HTML export in an iframeThis article explains how to embed an HTML report generated in ClearPoint into an iframe.
Exports & Share information - Adding a Confidentiality Statement to a Briefing BookThis article explains how to add a confidentiality statement to a Briefing Book in ClearPoint.
Exports & Share information - Adding attachments to ClearPointThis article explains how to upload attachments to ClearPoint.
Security Recommendation: iFramesThis article explains why ClearPoint does not recommend using iFrames in your account and outlines the security and compatibility risks associated with embedding external content.
Custom Dashboard URLsOur custom URL feature allows you to create your own branded URL like dashboard.metropolis.gov for your community dashboard.
Community Dashboard FAQsLearn the answers to frequently asked questions about ClearPoint Community Dashboards.
Updating Your Community DashboardThis article explains how to update your Community Dashboard when you want to display new or refreshed information from ClearPoint.
Installing the ClearPoint Chrome PluginThis article walks through how to install the ClearPoint Content Generator Plugin.
Setting Up a NotificationThis article explains how to set up a Notification in ClearPoint.
Notification SettingsThis article explains the notification settings available in ClearPoint.
Notifications for Your Reporting ProcessThis article explains how to configure notifications in ClearPoint to keep your reporting cycle on track.