How To Customize Your Account | Support Center | ClearPoint Strategy

Customize your account

ClearPoint allows almost limitless options on how to configure your account to match your organization's reporting structure, your reporting periods, and even your report look and feel. Here are some of the ways that you can make ClearPoint yours.

Customize your account

Getting Started – Administrator Options

Managing menu and element names

Enabling Integrated Logins

Branding in ClearPoint using Custom Styles

Embedding maps and dashboards in ClearPoint

Customizing HTML Tables in ClearPoint – FAQ

Creating custom charts

Creating custom number formats

Setting the maximum number of rows in data tables

Understanding security options in ClearPoint

Changing default currency type

Understanding Report Options

Setting default page layouts

Adding, editing, and re-ordering status indicators

Changing the default series included in a new measure

Creating and using custom fields

Renaming a default field

Editing default field labels

Creating and using a calculated field