Getting Started – Administrator Options

One of the most powerful things about ClearPoint is the customization features available to help meet your organization’s reporting needs. In this video, we’ll cover four of the most common customizations we see when new users are first getting started.

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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

Getting Started – Administrator Options

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