Editing detail page layouts | ClearPoint Strategy

Editing detail page layouts

Detail pages can be easily customized to show relevant information. This article explains how to edit an objective’s detail page layout. The instructions are the same for editing the detail page layout of a a measure, an initiative, an action item, and a risk.

From an objective detail page, click on the dropdown arrow next to the edit icon in the upper right hand corner.

Select Edit Layout.

On the right hand side of the screen, you will see the fields that are currently in the layout. Fields can be taken off the layout by clicking on the ‘xicon on the right side of the field or by dragging them to the left column.

On the left hand side of the screen, you will see a list of fields that can be pulled out onto the layout. Fields can be added to the layout by clicking on the plus icon on the right side of the field or by dragging them to the desired location on right.

Once in the layout, fields can be moved around by dragging and dropping them. They can take up the whole width of the page or half of the page. If you would like the page to be exported as multiple pages, click Add Page.  This will add another page below.  Any fields on this page will appear on the second page of an PDF exports.  This is helpful for creating that perfectly organized report.

Once finished making changes to the layout, click Save. To apply this layout to multiple elements at once, click on the dropdown arrow next to Save. Updates can be made for only this element, elements of the same type across the scorecard, elements with the same name, or all elements of the same type in the account. A window will appear to confirm your changes. Click Save.