How-To Guides
Work through best practices in ClearPoint
By Ted1 author10 articles
How-To Guides – Creating and Accessing SnapshotsLearn how to create, access, and manage Snapshots in ClearPoint.
How-To Guides – Off-Boarding Users in ClearPointThis article covers disabling user accounts and updating element ownership using reports and inline editing.
How-To Guides – Building a Summary Report for Making UpdatesLearn how to create a Summary Report in ClearPoint for users to easily make updates.
How-To Guides – Embedding Maps and Dashboards in ClearPointLearn how to embed interactive maps and dashboards from tools like Power BI, Tableau, or Google Maps into ClearPoint.
Care Packages – Summary Reports Care PackageLearn how to create and customize Summary Reports in ClearPoint.
Care Packages – Reporting Workflows Care PackageLearn how to create and manage Reporting Workflows in ClearPoint to automate data collection, track completion progress, and streamline your update process
Care Packages – ClearPoint Data Loader Care PackageLearn how the ClearPoint Data Loader automates imports and updates from Excel, CSV, and SQL sources.
Care Packages – Tagging Care PackageThis article covers creating tags, applying them to elements, and using tags for reporting, filtering, and bulk updates.
How-To Guides: Rolling Over Your AccountThe new year often requires some changes, updates, and clean up in your ClearPoint account!
Automating Your Reporting ProcessThis article is a comprehensive guide on using ClearPoint’s scheduling, workflows, and reminder features to automate your reporting process.