Getting Started – Exporting Your Reports | ClearPoint Strategy

Getting Started – Exporting Your Reports

Every page in ClearPoint can be exported to PDF — this video will show you how. You will also learn how set up a template for easy report creation in the future and how to generate a Briefing Book.

Single Page Reports

1) This button will generate a savable PDF document with the contents of the page you are viewing.

2) You can also email these PDFs to colleagues.

Printing Multi-Page Reports and Briefing Books

1) View templates

2) Add new briefing book template

3) Edit existing briefing book

4) Generate briefing book

5) View last three exports for each template

Next: Being an Administrator >>

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