Reporting Results

ClearPoint makes your reporting process frictionless.

Quickly build beautiful reports using a simple drag-and-drop interface and custom templates. Stop wasting time with PowerPoint, Excel, and other legacy platforms: with ClearPoint, your reports are always up to date.

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Create your reports easily in ClearPoint, without compromise.

  • Track quantitative and qualitative information in one place.
  • Build reports and layouts with an intuitive drag and drop interface.
  • Save report templates to quickly generate reports.
  • Create unique reports for every audience using the same underlying data.
  • Identify problems or missing information with report filters.
  • Set up your reports in minutes, not weeks.


Make ClearPoint yours.

  • Configure ClearPoint to match your organization’s language and reporting process.
  • Leverage reporting frequencies to match your calendar.
  • Enforce evaluation rules and calculations to ensure consistency.
  • Track critical qualitative and quantitative information with custom fields.
  • Define system-wide defaults and standards to streamline your process.
This has been a great tool for us to provide regular accountability. During meetings, it helps keep the conversation focused on actual measures and facilitates us asking the question, ‘What if anything needs to change in our plans?’

Gary Judd

Executive Pastor, Trinity Baptist Church


Create reports with style and substance.

  • Style ClearPoint’s color palette, tables, and pages with CSS.
  • Visualize data with a chart from the ClearPoint library or create your own custom chart style.
  • Build clickable PDF reports that include custom headers, footers, and cover pages.
  • Create dashboards with data from across your organization.


Save hours each month through task automation.

  • Schedule new data to upload in the background each month using the Data Loader.
  • Configure calculations and evaluations to update along with the data.
  • Send automatic personalized email reminders to encourage timely updates.
  • Notify users of changes to data or status with custom alerts.
  • Distribute reports through scheduled generation and automatic emails.