Skip to main content

ClearPoint Setup

Set up ClearPoint to match your management process

ClearPoint Setup – Managing Reporting PeriodsLearn how to create, lock, and manage reporting periods in ClearPoint.
ClearPoint Setup – Menu & Element NamesThis article explains how to customize menu labels and element names in ClearPoint Next.
ClearPoint Setup – Rename default field namesThis article explains how to rename default field names in ClearPoint Next.
ClearPoint Setup – Rename Default Field LabelThis article explains how to rename default field labels in ClearPoint.
ClearPoint Setup – Custom FieldsThis article explains how to create and manage Custom Fields in ClearPoint.
ClearPoint Setup – Creating and Using Calculated FieldsCalculated fields allow you to display calculated values—based on existing series data—as columns in summary views.
ClearPoint Setup – Creating Custom Number FormatsThis article explains how to create and use custom number formats in ClearPoint.
Setting Report OptionsThis article explains the Report Options available to administrators in ClearPoint.
Managing Reporting FrequenciesThis article explains how to add and manage Reporting Frequencies in ClearPoint.
Using Fiscal YearsThis article explains how to incorporate Fiscal Years in ClearPoint Next.
TaggingThis article explains how to tagging works in ClearPoint.
Account Colors in ClearPointAccount Colors provide a simpler, more consistent branding experience throughout ClearPoint.
Branding ClearPoint with Account ColorsThis article explains how to configure Account Colors and how those colors are applied across ClearPoint.
Managing Status IndicatorsThis article explains how to customize the status indicators used across your ClearPoint account.
Setting Default Page LayoutsThis article explains how to set up default page layouts for newly created elements in ClearPoint.
Setting a Default Chart TypeThis article explains how to set up a default chart type in ClearPoint.
Changing Default SeriesThis article explains how to add, edit, and delete default series in ClearPoint Next.
Changing the Default CurrencyThis article explains how to modify the default currency for your ClearPoint account.
Setting the Maximum Number of Rows in Measure Data TablesThis article walks you through how to set the maximum number of rows that will be shown in all measure data tables across your account.
Archiving in ClearPointThis article explains how to archive elements in ClearPoint Strategy.