ClearPoint 11 is Coming Your Way

Webinar 29 in the "I Didn't Know ClearPoint Could Do That!?!" webinar series

Just when you thought ClearPoint couldn’t get any better, ClearPoint 11.0 is making its debut! Check out this episode of the “I Didn’t Know ClearPoint Could Do That!?!” webinar for an inside scoop on what’s next in ClearPoint’s newest release.

We’ll preview the new Recycle Bin feature, as well as exciting enhancements to summary reports, strategy maps, detail pages, notifications and charts that will make your reporting process easier than ever before.

Happy reporting!

 

Webinar 29 Transcript

Introduction (0:00)

  • Hello everyone and welcome to the “I didn’t know ClearPoint could do that!?!” webinar series
  • Today, we are introducing a shiny new version of ClearPoint – ClearPoint 11.
  • If you could smell this release – it would be a brand new car, the leaves turning in the fall, and a pie out of the oven all in one – that is to say, LOTS of fresh and exciting features are coming your way.
  • Before we get started, here are your smiling hosts, I’m Catherine, and back joining me today is the Michael Jordan of ClearPoint webinars.
  • Joseph: Yup, it’s me Joseph. I’m baaaack! For now.
  • HOUSE KEEPING
    • We will be recording this session and will make it available within a week
    • Webinar will last about 25 minutes with time for questions
    • Submit questions to [email protected] (answered at the end)
  • We’ll follow up via email
  • On our last installment, we tackled part 2 of our project and workflow management series – if you’re interested in learning more about gantt charts, workflow and action items, I’d highly recommend checking out that recording on our Blog, Support Center, or Vimeo Channel – just search Webinar.
  • Just like your favorite stand-up comic on a holiday Netflix special, we’ve got some new material to work with today, with our release of ClearPoint 11.

 

Agenda (1:20)

 

  • We’ll start out with some new and improved navigational elements
  • Introduce the Recycle Bin, a brand new feature
  • Dive into some improvements to summary reports, and the strategy map editor
  • Show you some upgrades to detail pages
  • Talk about our robust new notification features
  • And, as we mentioned, please do submit your questions to [email protected] and we’ll get to as many as we can!
  • So let’s get started. We’re flying the friendly skies here at upward airlines.
  • Joseph: Let’s do it!

Navigation (1:50)

  • And as we dive in, I want to point out a helpful new navigational feature you can find in the Control Panel, under documents.
    • You’ll see that the list of items here is a lot smaller and neater.
    • If I click on Briefing Books,
      • I’m going to see all my briefing book templates here on the page. From here, I can generate, duplicate, delete and edit these templates.
      • And if we look up here in the top right corner, I can see a blue toggle
        • Similar to what we have elsewhere in ClearPoint, like the My Favorites and My Scorecard pages, and the Reporting Periods and Reporting Frequencies pages under System Settings.
      • Let’s click on the right side of that toggle, where the PDF icon is. Here I can see a list of my generated reports.
        • I could easily download them later, or keep a record of what other users are exporting by clicking on “All Users”.
      • So, instead of having two separate pages called “Create Briefing Book” and “Briefing Books” indented under “Documents”, I can just click on Briefing Books from this nice clean list to find all things related to these PDF reports.
    • HTML exports work the same way.
      • Clicking on HTML Exports, I can see my templates here too, and if I toggle over again in the top right where the zip file is shown, my generated HTML reports are available to view, and download, on the other side.
      • So this navigation is more consistent with other parts of ClearPoint.
        • And not only that, but the control panel looks a lot better too.
    • It’s the little things that make ClearPoint so sleek and modern.

 

Recycle Bin (3:30)

  • And speaking of modern, it’s high time ClearPoint stopped throwing everything away – right Joseph?
  • Joseph: yup, this is 2017 after all! ClearPoint is going green.
  • Catherine: your most useful household container is now a ClearPoint feature – introducing the Recycling Bin.
  • Here’s how it works. You deleted something. Maybe you deleted that something by accident. Maybe it was a really important something.
  • Joseph: Let’s delete our revenue measure for dramatic effect.
  • Catherine: Ooh, terrible idea. (Joseph: I love terrible ideas.) I’m sure you do. We’ll go to Manage Measures, and delete it from our list. Now, you realize you’ve deleted something important and you start to panic. What do you do?
  • Joseph: Retire early and suddenly? Tender your resignation? Pack a bag and build a cabin in the woods?
  • Catherine: No need for that! We’ll just click on our Recycle Bin…
    • And here I can see a list of all elements deleted within the last 30 days,
    • Including our revenue measure.
    • We’ll just click on the reverse arrow to un-delete the measure,
    • Click to confirm,
    • And we’ll see two things happen here.
      • First, the measure is going to disappear from this list,
      • And second, if we now click into the Measures menu in the top navigation, we’ll see Revenue back in our list of measures.
  • So, if you need to get something back that was deleted by accident, we’ve got a solution now for you in ClearPoint.
  • You’ll notice that there is also a delete button on this page, so if you’re adamant about keeping clutter down and want to permanently delete something from your account right away, you can do so from this page.
    • Otherwise, any deleted elements will stay in this list for 30 days for your recycling pleasure.
  • And if that isn’t helpful enough, there is another way to un-delete something as well, without even having to go to the recycle bin page
    • Let’s go into our Manage Measures page.
    • Now we’ll go ahead and delete the Revenue measure again. (Sorry, Revenue.)
    • Then at the top, there’s a new an option to Show Deleted. This will show any measures deleted within the past 30 days.
    • Let’s check that on.
      • And look what’s popped back up here on the page!
      • We can see revenue, and it’s clearly differentiated from the rest of the measures
      • There’s a “Deleted” label showing its been deleted, a timestamp of when the measure was deleted, and our reverse arrow if we wanted to undelete the measure right from this page.
    • Let’s undelete Revenue, and the measure pops right back into the list.
  • Joseph: Nice Catherine! So, this is great for when you notice that a measure is no longer in a particular scorecard, where you could have sworn it lived. Well, now you can just show the deleted metrics to make sure it wasn’t deleted, and if it was, you can recover it on the spot. Easy peasy lemon squeezy.
  • Catherine: Indeed. Let’s explore another scenario here.
    • We’ll click on our Ticket Price Differential measure.
    • Maybe we came out of a meeting thinking that we no longer need to track this Industry series.
    • So, we head into the edit measure window and get rid of it.
    • But next thing we know, we realize that that data was actually used in another calculation, and it’s important to have it in the system.
    • What now?
    • We’ll go back into the edit measure window, click on Show Deleted, and there you have it – we can easily undelete our series right from here.
  • Joseph: It’s almost too easy! I can see myself deleting and undeleting stuff just for fun. You can also undelete summary reports, reporting periods, and more.
  • Catherine: Well now you’ll have plenty to do during your free time! Now, we’d love to say that ClearPoint has gone zero waste, but if you’ve got outdated irrelevant elements cluttering your account, well, those are just meant to be deleted forever.
  • Keep in mind, that the elements in the Recycle Bin stick around for 30 days – so you’ve got a full month (or full lunar cycle, if you prefer to track your time that way) to un-delete the measures. After that time, they’re removed from your account.

Summary Reports (8:26)

  • Joseph: Awesome! Well, a month should be more than enough time to figure out if you miss something or not.
  • I tried to think of some really creative and clever way to transition to our next topic, but I just couldn’t. So anyway, here’s the roughest segue from one topic to another all day.
  • Let’s talk about Summary Reports. There, we’ve segued.
  • Several things have been done with summary reports and I’m overjoyed.
  • First, I’ll dive into the summary report called Executive Measures with Analysis.
  • Here we have a pretty standard summary report. It looks nice and does exactly what it is supposed to do… summarizes my measures.
  • However, you are a very observant audience so you can see that “Find in Report” has moved up to the top to encourage searching within your summary report for measures.
    • If I am looking for my measures that have the pound sign, or hashtag symbol for everyone under 26 years old, I can just type # and see my measures appear.
    • Delete it and all my measures come back.
  • Catherine: “Hashtag” sweet.
  • Joseph: Sweet indeed, but we’re about to up the “hashtag” sugar content.
  • Over here, I can play around with my sort order. Check out what happens:
    • I select what I want to sort by and my options are any field I have in my report.
    • I’ll choose Measures and I can sort them alphabetically. See? Pretty cool.
    • When I’m done, I can set it back to the default order.
  • Here’s where it gets even better.
    • As I mentioned, any column you have in the report can be filtered on. So, if I edit this report and pull Recommendations out into the report, then it becomes an option for me to sort on.
  • Now, let’s say you are getting ready for a meeting. The report is due in two days and you want to do a quick spot check to see how many measures still need analysis entered.
    • We can select Analysis and then filter on it to see our blanks.
    • And now I know that I need to march down the hall and bang on some doors to get them to enter their analysis. I mean, come on people, the meeting is in two days and you’ve had two weeks to get this entered. Super frustrating. Right, Catherine?
    • Catherine: Oh yeah! And yikes, looks like one of those is mine.
  • Apology accepted, and thanks for the validation.
  • Anyway, keen observers probably also saw we changed where you can control the number of rows per page before the report paginates.
  • It’s just here on the far right.
    • When I click into here, there are some new options! Hooray for new!
      • Instead of just being able to go 10, 25, 50, you now have the added options of 100 and display all rows.
  • Catherine: Bonus show!
      • Plus, more on this later, but I need to tease it first.
  • You know what, looking at my report, I’m not a huge fan of having the recommendations here. So I’m just going to remove that from the report.
  • Cool. I’m digging this. What do you think, Catherine?
  • Catherine: It looks good, but there’s an awful lot of white space.
  • Yeah, I know! What gives? There’s a ton of white space. I’m glad you pointed that out.
  • With ClearPoint 11, I have more granular control over my column widths than ever before.
    • It’d be so awesome to reallocate some of that to my Analysis column.
    • So, I’ll just grab my columns and move them around however I’d like.
    • Notice how when I start to make changes to my summary report, the top section of the page highlights so I know I have unsaved changes and I get a save and cancel icon.
    • I can play around with my column widths until my heart is filled with gladness. When it looks how I want it to. I just hit save.
    • My report will save this way and render like this for everyone who visits this page.
    • I know people are going to love this, particularly if you have a lot of columns and you are really trying to get strategic with screen real estate.
  • Thoughts Catherine?
  • Catherine: It’s gorgeous.
  • I know. Brings a tear to my eye too.
  • One more thing on this page. Oh yes, there’s more!
    • You can still edit right from these summary reports, but we’ve made them much more robust.
    • If I double-click into an Analysis field, I’ll get a pop up. In the pop up, I now have the full HTML editor at my service. In ClearPoint 10.5, you only receive limited options for editing the text, but now, everything in your toolbox will be available to you.
    • When you are done, hit “Close.” Anything that needs to be saved will be marked with an orange triangle.
    • Then, I simply save the content on the page and I’m good to go.
    • Users can knock out their updates quickly this way and still make the font look exactly how they’d like.
  • Alright team. I promised something else with the number of rows to be displayed.
    • I teased it and you’ve waited as I walked through some other features, and now it’s time for the big reveal.
    • As an Administrator, I can go to System Settings and Admin Options
    • Once here, I can click on Organization and Security
    • From there, let’s go to Report Options
    • Do you see it? It’s right in the middle of the screen!
    • You can now set for your entire account how many rows your summary reports will display as a default!
      • You have the power! As always, with great power comes great responsibility. Choose wisely because you do not want to compromise navigation speed if you have some massive summary reports.
    • That being said, you can choose what you want and hit save.
    • So, I think we have sufficiently put summary reports on the map for this release.
    • If I remember our rehearsals well enough, I think Catherine has some other stuff she’d like to put on the map. And it might have map in the title.

Strategy Maps (15:55)

  • Catherine: There’s only one thing those not so subtle hints could mean! Now if you aren’t already jazzed for ClearPoint 10, we’ve got some exciting news for those of you who live by your strategy maps.
    • We’ve made some improvements to the Strategy Map editor that you’re really going to love.
    • Let’s take a look at our Corporate Strategy Map.
    • Now, you’ll see right off the bat that the map takes up much more space on the page. This was a feature that many of you wanted to see, and we’re hopeful that it will make it easier to view and use your maps during meetings!
    • Let’s click to edit the map now.
    • We’ll see that the options here have been slightly reorganized, and we’ve added some helpful icons.
  • First, we’ll click on Map Options.
    • Here’s where you can rename the map,
    • And choose to display text alongside your status icons.
      • This was a new feature in ClearPoint 10, that means you can start with a blank background if you’d like and insert your elements from ClearPoint directly.
    • And expanding on this capability, you can now insert a solid background color if you’d prefer this to a background image.
      • We’ll use our standard blue background by typing in a hex code – or we could always select a color from the color picker.
      • For now, we’ll choose a new image though – we’ve got a background with a bit more structure here to group the objectives, but we’re going to enter them directly from ClearPoint.
    • So as we’re make some changes here, you’ll see them update in real time in the background.
    • Next let’s change the box color, border color, and text color to match our branding also.
    • We can adjust the width, border thickness, and corner radius too as we’d like.
    • And when we close out of these options, we’ll put the icons in the top right to use.
    • We’ll select a few, and if we wanted to remove them from the map we could do so all at once.
    • We won’t do that for now, instead we’ll select a few more, and use the next button to vertically align them. Cool right?!
    • Then, if we needed to adjust their positioning slightly, we can tap these arrows to position them exactly where we want them.
    • We can do the same horizontally by selecting a different set of measures and using the horizontal alignment button.
  • So here you can see, the strategy map editor has even more capabilities now to let you make awesome maps right in ClearPoint.

Detail Pages (20:20)

  • And we all know that strategy maps allow you to drill down into Detail Pages, so let’s do that and chat a bit about detail pages.
    • After all, the devil is in the details. Not sure of the relevance of that quote here, but oh well. It sounds cool.
  • So, I’ll dive into one of my objectives. Let’s say Increase Shareholder Value.
    • Yup, that’s a detail page.
    • On my detail page, you have always had the choice to make changes directly on the page or edit the objective overall by clicking the pencil icon in the upper right corner.
    • For those of you who make changes on the detail page, which I think is a bit quicker, this is going to be your new best friend.
    • If you like to make changes via the pencil icon in the upper right, this might just make you reconsider.
    • So, check this out.
      • I’ll double click in Analysis and you will see something similar to what we saw when we were making changes on our summary reports. The same logic applies here.
      • We see an orange triangle in the fields that need saved and we can make inline changes throughout the page with only one save.
      • You used to have to save each field individually after a change and those saves would take time.
      • Now, you can just go about double-clicking in fields you want to change and only hit save once when you are all done.
      • Huge time-saver.
      • Also, notice how as I move down the page, the bar will come with me. That makes it easier to keep in mind which objective I am on and I can save anywhere. It’s great for anyone who has large detail pages!
    • What do you think, Catherine?
    • Catherine: Oh, I am totally going to making updates this way from now on.
    • Joseph: It’s totally epic.
    • Obviously, I am on an objective, but this is going to work the same way for all of my element detail pages.
  • So, you’ve been notified of this way to approach making changes and I think it’s time for me to hand the reins back to Catherine so she can notify you about some changes to notifications.

 

Notifications (23:00)

  • Catherine: Thanks Joseph, we definitely wouldn’t want to end the webinar without showing off our improvements to Notifications in ClearPoint.
  • We’ve got several new, more robust options based on your feedback, and we’re excited to introduce them to you now.
  • Let’s click on Notifications from under Notifications & Reminders.
    • And here again, we’ve got a toggle in the top right, so we’ll click on the gear icon to see my templates.
    • I’ll click to add a new notification, and we’ll call it New Action Items Added.
  • You can see here already how different this screen looks from the notification options in version 10.
  • Right here I have the option to send this notification to myself, or multiple people – so maybe I want to add the members of my department, Joseph and Avery, in addition to myself.
  • I could have them receive an alert for any type of element, or maybe I want to choose a Specific Element,
    • Like Action Items.
  • Now, I can specify what needs to happen for the notification to be triggered – and we have a huge list of options! Whether they are changed, duplicated, deleted, or added, and more.
    • We’ll get this alert when they’re added.
  • And since we’re just focusing on my department, maybe we want to specify a scorecard – Joseph, Avery and I are going to be concentrated on the Eastern Division and be kept aware of any action items added there.
  • Joseph: We’re the beasts of the east!
  • On the Preview tab, you’ll see a list of any prior revision history entries that would have triggered this notification.
  • Now down below, there is another, separate option you can use as the criteria for a notification based on specific fields,
    • That is, characteristics of the elements in question.
    • So, if we click on Add Alert Criterion, we can still create a notification for when a Status indicator > Equals > Below Plan, for example.
  • Let’s click save, and we’ll go through one more example.
    • And this alert is just going to be customized for Me – I’ll call it Catherine’s New Tasks.
    • Again, I want to focus on the Eastern Division, but I’m going to include all elements.
    • And for the field criterion, this time i’ll choose Owner > Equals > ClearPoint Support.
    • That way, when any new element in my department is assigned my name, I’m going to know that I have something new that I need to update in ClearPoint.
  • Joseph: Super useful!
    • Let’s see one in action.
      • We’ll click into the Eastern Division, and I’ll add my new action item, which will be due by next week.
      • Immediately, in the top right, I see that a notification has popped up! I can click to see that an action item is added.
    • Joseph: OMG. I’m fawning over this. I’m losing my mind. Plus, you’ll notice here that this window is new in ClearPoint 11 – this is your alerts inbox, and it gives you an easy way to see recent notifications and reminders right from the alert bell.
    • Catherine: Exactly, it’s great! Now, if it gets to be that I have a huge list of notifications here that I haven’t clicked into, I can easily reset this number count.
      • I’ll just click on Notifications in the control panel,
      • And click on the dismiss bell to mark these notifications as read.
    • And that’s not all – ClearPoint 11 makes it easier than ever to control the notifications you receive via email.
  • Joseph: Ah, yes! Users can go to their profile in the upper right corner.
    • Once there, click on Edit Profile.
    • There is a new section on the left called Notification Options we can click on.
    • From here, we can turn the sounds of a new alert on or off.
    • We can also choose what types of actions we want to be notified about via email and whether or not we would prefer to hear about them as they happen, in a digest format once daily, or not at all.
  • Good deal. You have options now and choice is a good thing.
  • Well, I know there have been several questions coming in during the webinar. So, let’s jump into those before we’re out of time!

 

Questions (29:15)

  • What level of users can use the notifications feature?
    • Updaters and above, any user that requires a license can create notifications for themselves to stay on top of changes.
  • What other features can be recovered in the recycle bin?
    • Scorecards, periods, reporting frequencies, any type of elements that have been deleted.
  • Will the reports keep their sort order based on the field you select in the dropdown?
    • If I want to change the sort order, and then navigate away, when I come back, I’ll see that the sort order has been maintained.
    • So yes, the sort order will be maintained as you navigate around the tool. Short answer, yes.
  • When is ClearPoint 11 going to be available?
    • This release is coming to a monitor near you in late August.
    • Stay tuned for more alerts about this release as we approach the end of the month!

 

We want to thank you so much for joining us today, we hope to see you next time on the “I Didn’t Know ClearPoint Could Do That!?!” Webinar series, and Happy Reporting!

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