Branding Your ClearPoint Reports

Webinar Workshop in the "I Didn't Know ClearPoint Could Do That!?!" Webinar Series

Watch our new, interactive IDK Webinar Workshop to learn about branding ClearPoint reports!

Have you built some great summary reports or briefing books in ClearPoint, but want to make them look awesome for sharing your results?? At our new Webinar Workshop, we’ll provide a quick 10-minute presentation on branding your ClearPoint reports followed by 20-minutes of hands-on support time to improve your reports right away.

Outline

  • Introduction (0:00)
  • Why You Should Care About Branding Your Reports (1:36)
  • Custom Styles Overview (2:57)
  • Branding Your Summary Reports (4:42)
  • Branding Your Scorecard Summary Reports (6:48)
  • Branding Your Briefing Books (8:16)
  • Transition to Breakout Session (10:28)

Introduction (0:00)

  • Rachel: Hello everyone, and welcome to our very first “I Didn’t Know ClearPoint Could Do That?!” Webinar Workshop! We are so excited to share this new format with you! Today’s workshop is going to be focused on Branding Your ClearPoint Reports – Extreme Makeover Edition!!
  • But before we dive in, let us introduce ourselves…I’m Rachel!
    • Hannah: And I’m Hannah!
  • Rachel: We are both members of our Customer Success team at ClearPoint, and we love working directly with you all to understand your unique needs and goals.
    • So with this new format, we’ll start out with about ten minutes of best practice sharing (just like we usually do!). Then, we’ll use our remaining time to break up into smaller groups to answer your specific questions and allow you to actually log into your own ClearPoint account and implement what we’ve shared!
  • Hannah: This sounds awesome!! But in Extreme Home Makeover, the designers are given a week to renovate a home. Do you think we can do the same thing for our ClearPoint reports in just 10 minutes??
  • Rachel: Challenge accepted!! Let’s dive right in. Here is a quick look at today’s agenda.
    • First we’ll cover the importance of creating clean, branded reports. Then we’ll walk through branding three different types of ClearPoint reports: Grid-Style Summary Reports, Scorecard Reports (a.k.a. Dashboards), and Briefing Books. And then finally, last but definitely not least, the best part of today’s workshop will be the 20-minute breakout room session!
    • So to start, let’s quickly discuss why customizing and branding your reports is important…

Why You Should Care About Branding Your Reports (1:36)

  • Rachel: The first thing you should ask yourself when creating and customizing your reports is “Who is my audience?”.
    • I want you all to think about some reports you currently have built out in your ClearPoint account. What type of information is included in them and why?
    • I know that most of you have at least one report that is used to share your results outside of ClearPoint. And the intended audience is likely your leadership team, board members, or key stakeholders. Or maybe you are sharing information with your customers or citizens.
    • Let’s jump into ClearPoint. As an example, here is a report that Upward Airlines uses to share updates with their leadership team.
  • Hannah: Their main goal is to really “wow” leadership, and I am going to take a guess and say that whoever your report is meant for, you are looking to impress as well.
  • Rachel: And one thing these audiences have in common is that they need a clean, clear, and visually appealing way to best understand all of the great work you are doing! You’ve worked hard to gather results and drive your strategy forward. It is only fair that your reports are branded and beautified to reflect that.
  • Hannah: Exactly! You want your audience to love it, not list it!

Custom Styles Overview (2:57)

  • Rachel: So, keep your chosen report in mind as we start with creating custom styles.
    • If you are an Admin user in ClearPoint, you will be able to create custom styles under System Settings > Admin Options > Custom Styles.
    • If you are a Scorecard Admin or Editor user, no worries! Your Admin will be able to create these for you, and we can help you out during the hands-on breakout sessions soon.
  • Hannah: As we talk about Custom Styles and start to apply them to our reports, it will be helpful for you all to start thinking about your organization’s logos, colors, and other branding components as well.
  • Rachel: We already have some styles created here, and in our last branding webinar we walked through in more detail how to create the different style options. We’ll spend some time walking through this again in the breakout rooms, so for now let’s just review the types of styles we can create:
    • Pod Styles can be used to brand the fields displayed on an element’s detail page or on a scorecard summary report.
    • Table Styles function just like pod styles, but they can be applied to grid-style summary reports – like the report we were just looking at for Upward Airlines’ board meeting.
    • Header and Footer Styles can be applied to multi-page PDF exports, that can include any detail pages and reports from within ClearPoint, which we refer to as Briefing Books.
  • Hannah: This all sounds awesome. But, if I’m remembering back to 2003 correctly, during my Extreme Home Makeover binge-watching days, we need to wrap up the design phase ASAP. I’m ready for the demolition!
  • Rachel: You’re right! Let’s take a swing at the grid-style summary report for Upward Air’s board first!

Branding Your Summary Reports (4:42)

  • Hannah: Perfect! So as Rachel mentioned before, this report is used by the leadership team to get a high-level view of their objectives every quarter. But, if I’m being honest, this report is a bit of a fixer upper. The table styles we have set up are great because they match Upward Air’s branding guidelines.
    • To apply them, I’m going to edit the summary report and select the Upward Air style for the entire report.
  • Rachel: I’m ready for the big reveal Hannah – “bus driver, move that bus!”
  • Hannah: Sure thing! I’ll click save and voila! Now, this report looks so customized and polished and will surely impress the leadership team.
  • Rachel: That’s super cool. I’m glad the table style was able to help, but is there anything else we can do to take this report to the next level?
  • Hannah: I’m glad you asked! There are a couple other features we can use to really elevate what we already have. Rather than applying a table style to an entire report, you can actually apply table styles to specific columns.
    • If I check show advanced options, I can then select a style for a specific column.
    • For a lot of organizations, this can be a great way to highlight different parts of a report that deserve extra attention. If you have any columns that span full width, adding a style to the column can provide contrast and dimension that improves readability.
  • Rachel: Wow, this looks incredible, and we’ve only used two, easy-to-create table styles to make it happen. Of course, the list goes on and there are even more ways to brand your summary reports too…
    • You could rename column headers, adjust column widths, customize the sort order of elements, and so on.
    • But, this webinar isn’t just about grid-style summary reports. We’ve also got some awesome ways to brand scorecard summary reports and briefing books too!

Branding Your Scorecard Summary Reports (6:48)

  • Rachel: So up next are scorecard summary reports, often referred to as “dashboards”. These reports are used to display relevant data, information, and even other summary reports from within ClearPoint all in one convenient location. If this is the type of report that came to mind for you at the beginning of the workshop, then this section is for you!
    • Let’s navigate to one of Upward Airlines scorecard reports – Leadership Dashboard View.
    • And look! This page already has pulled in the grid-style report we were just working on using the Data Grid field.
  • Hannah: Wow, this is a great space! I love the look of the grid-style report’s branding on this page! Can we do the same for the other fields on this page?
  • Rachel: Of course! If we click on the edit pencil, we will be taken to the Layout Editor.
    • Here we can apply pod styles to the other fields on the page, which are also known as “pods” in ClearPoint. Just like we created the Upward Air table style, we also have done the same for the pod style.
  • Hannah: We also have the option to ‘Hide pod border’, which is commonly used for the Data Grid once the summary report has been selected. You can also ‘Hide pod in print or published view’ which again brings us back to our report audience and what type of information will be helpful for them to see.

Branding Your Briefing Books (8:16)

  • Hannah: The last few branding tips we’ll talk about today can be found in Briefing Books.
  • Rachel: Typically, Upward Air sends a ‘pre-read’ briefing book out to their executive leadership team a week before the quarterly meeting. This is a really important report because it is their first look at Upward Air’s performance for the quarter. Plus, they use the information shared to prepare any questions for the actual meeting, so we want it to be as clean and clear as possible. Knowing that, what branding tips did you have in mind Hannah?
  • Hannah: Well first off, this briefing book definitely needs a cover page. You can create a cover page in Word or PowerPoint, then save it as a PDF to upload to ClearPoint.
    • Oftentimes, organizations include their logo and the title of the report. Some organizations even include a typed up Executive Summary after their cover page!
    • Luckily, Upward Air already has a PDF cover page. I can click to select the file and upload it to my briefing book in ClearPoint!
  • Hannah: Another really popular branding tool is our custom header and footer styles. Just like table and pod styles, these are built in Admin Options > Custom Styles and can then be applied to any briefing book template. Our team will walk you through how to build these in the breakout rooms, so stay tuned!
    • To apply our premade styles, I’ll click into the header and footer tab.
    •  Then, I’ll select those styles from the dropdown menus.
    • To get a taste of the finished product, I’ve downloaded the briefing book here!
  • Rachel: Wow, this looks awesome! This will be great for entertaining…or, um, I mean reporting!
    • Our cover page invites the reader in with a brief introduction and sets the scene for the rest of the report. As I scroll through the report content here, you can see the professional header giving our report pages a branded, customized feel.
  • Hannah: I’ll also point out the helpful custom footers here which use tokens to dynamically display the page number. We’ll dive deeper into the usefulness of tokens in headers and footers during the breakout sessions!

Transition to Breakout Session (10:28)

  • Rachel: Speaking of breakout sessions!!! The time has finally come. We have about 20-minutes left to answer any questions you have and go through some hands-on exercises in smaller breakout rooms. Time to “move that bus” once again, because there will no doubt be some epic reveals for each of you as you work on branding your reports!

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