Accessing the Measure Library | ClearPoint Strategy

Accessing the Measure Library

In order to see the Measure Library, ClearPoint users must first request access.  If you would like to explore this option, please contact us at support@clearpointstrategy.com.  Those who do have access to a library can find it in the Control Panel!

Feature available for Professional Plan and above

In This Article

Accessing the Measure Library

Click on Measure Library from the Control Panel. If you do not see this option in your account’s Control Panel, reach out to our Support Team at support@clearpointstrategy.com to ask about being added a library.

Once you have access to the Measure Library, you also have the ability to create and join Custom Groups. Custom Groups can be formed by two or more organizations using ClearPoint – all you need to do is reach out to our Support Team and ask that the group be created. This will allow you to share measure data with a more select group of peers, rather than everyone who is a member of the library.

Library measures can then be filtered by which group(s) they have been shared with and also by individual peers. Click on the dropdown arrow next to the Measure Library search bar, and then use the dropdown menus to narrow down the measures you are viewing.

Mapping Periods

The final step to successfully access and utilize the Measure Library is mapping your reporting periods to the Master Periods of the Measure Library. Doing so allows you share and use data from peers that may not use the same reporting periods as you. This is a required step for using Shared Series.

First, click into System Settings, and then Reporting Periods.

Click the turquoise library icon to the left of the Plus icon.

Using the dropdown menus next to each Master Period from the Measure Library, select the reporting period that they should logically be mapped to in your account. Please let us know if you have questions about period mapping best practices. When you are finished mapping your reporting periods, click Save.