Collaborate
Work together in ClearPoint to do great things
By Ted1 author20 articles
- 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 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.
- Notifications for Your Reporting ProcessThis article explains how to configure notifications in ClearPoint to keep your reporting cycle on track.