Getting the most out of ClearPoint: Do This, Not That!
ClearPoint is a highly flexible platform that lets you create incredible management reports. And it’s addicting – “hey, look at how we made this management report – imagine what we could do with our personal scorecards.” Or “these notifications are great – let’s use them to make workflows for our expense reporting.”
But not all use cases are perfect for ClearPoint — yet — and there are better and more effective ways to do things. In this article, we’re making a few “do this, not that!” suggestions based on the experiences of hundreds of clients creating thousands of different reports in ClearPoint.
Of course, every organization is different, and these are general suggestions, so if you’re a ClearPoint customer with Premium Support (which you have if you’re on the Professional or Enterprise Plan), just give our friendly and helpful Customer Success team a call. We’re here to help.
Workflow and Notifications
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