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

Click the dropdown arrow next to the edit pencil icon.

The Export to PDF button will generate a savable PDF document with the contents of the page you are viewing. You can also email these PDFs to colleagues.

Printing Multi-Page Reports and Briefing Books

Click on Documents in the left hand panel and into Briefing Books.

Click the plus icon to add new briefing book template.

Click the pencil icon to edit existing briefing books. The preview icon will show a preview of the report’s contents. Click the run icon to generate the briefing book. The arrow will drop down to show you the last three exports for each template.

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