Searching in ClearPoint | ClearPoint Strategy

Searching in ClearPoint

It’s easy to find the elements and pages you’re looking for in ClearPoint; just use the search bar!

You can use the search feature in ClearPoint to find specific elements in your account or view your recent activity in ClearPoint. To use the search feature, Click on the search icon in the upper left corner. A new view will appear.

The first column shows pages you have recently edited and/or updated. The middle column shows the pages you have most recently viewed. The final column shows documents and exports you have recently created.

To search for a specific element or report, start typing into the search bar. Based on your search, ClearPoint will show any matching reports in the left hand column, prioritized in this order: whether you are 1) an owner, 2) a collaborator, 3) in the user picklist, 4) recently edited/updated the page, 5) have the page as a favorite, and then 6) anything else. In the right hand column, ClearPoint will show any matching elements prioritized in the same order as the reports.

To exit the search bar, click on the red X icon in the top right corner, or click the search icon again.  This will return the element menus to the top navigation and take you back to the page you were viewing.