Branding in ClearPoint

Webinar 60 in the "I Didn't Know ClearPoint Could Do That!?!" Webinar Series

This webinar will focus on some exciting new product updates! Specifically, we’ll share best practices for branding your ClearPoint account and reports, and integrating these and other new and improved features into your process. Join us on this episode of the “I Didn’t Know ClearPoint Could Do That!?!” to learn more!

Happy Reporting!

Webinar 60 Transcript

Outline

  • Introduction (0:00)
  • Agenda (0:55)
  • Branding content
    • Pod Styles (2:15)
    • Table Styles (7:39)
    • Applying styles to reports and detail pages (8:28)
    • Charts (11:49
  • Creating an awesome report
    • Header and Footer Styles (16:33)
    • Applying styles to briefing book templates (19:42)
  • Questions (21:01)

Introduction (0:00)

  • Arah: Hello everyone, and welcome to the “I didn’t know ClearPoint could do that!?!” webinar series
  • Today, we’ll be sharing some exciting new features for branding your ClearPoint account and reports!
  • But before we get started, here are your smiling hosts, I’m Arah
    • Rachel: And I’m Rachel!
  • Arah: As a few housekeeping announcements:
    • We will be recording this session and will make it available within a week
    • The webinar will last about 25 minutes with time for questions at the end
    • So you can submit your questions to the Q&A chat box! This is located in the toolbar at the bottom of the Zoom window.
    • As always, anything that we don’t get to, we’ll follow up with over email!
  • Now, on our last installment, we walked through Conducting a Risk Assessment in ClearPoint, so if you want to learn best practices surrounding assessing your organization’s risks and how they tie back to your strategic plan, be sure to check out that recording and transcript on our website or Vimeo channel!

Agenda (0:55)

Rachel: Today, we’ll be covering everything you need to know about branding in ClearPoint!

  • We’ll start with creating custom pod and table styles with our new user-friendly interface!
  • Then, we’ll touch on some charting options to up your data visualization game!
  • And finally, we’ll share our results and create briefing books with super cool and easy-to-setup headers and footers

Arah: So again, if you have any questions you’d like us to address during the webinar, be sure to submit them to the Q&A chat box located at the bottom of your Zoom toolbar!

Rachel: Alright, let’s get started. Lights, camera, action!

  • Today we are going to help Upward Airlines prepare for their Board Meeting. This will be their first meeting with the new board members, and they are known to be a tough crowd, so we are going to help them “dress to impress” and take their reporting style to the next level.
  • Arah: Look good feel good, am I right?
  • Rachel: Exactly! By the time this webinar is over, we’ll have Upward Air’s ClearPoint account dressed to the nines!
  • Arah: Yay! Fancy dress! So where do we start?
  • Rachel: Luckily, Upward Airlines is taking this pretty seriously, and they’ve shared a page out of their branding book with us so we can use their brand specific hex codes to color-coordinate their ClearPoint account and reports!
  • Arah: Awesome! I love the blues and orange – so fresh – so unique!
  • Rachel: I know! It’s very avante garde!

Branding content

Pod Styles (2:15)

  • Arah: Speaking of avante garde, let me show you some of our updated styling features that will help ensure that we’re always ON brand. Let’s jump into ClearPoint.
    • We are going to click into Admin Options under System Settings. And naturally, we’re going to select the Custom Styles tile.
    • On this first tab, I’ve created some pod styles that can be applied to fields on Upward Air’s element detail pages.
  • Rachel: Wait, are those all designer brand pod styles?
  • Arah: That’s right! I wanted to make sure these report styles are dressed up for the occasion. So I made a pod style closet for Upward Air with the top brands! I was thinking that each division in Upward Air could wear a different designer brand!
  • Rachel: Um, Arah, I think we’re on different pages. I said reporting style. These are super cool, but can we create the Upward Air brand instead? We want something custom tailored for their organization to really wow the members of the board!
  • Arah: Ohhh right. That makes a lot more sense. I got a little carried away since there are so many great use cases for pod styles in ClearPoint!
    • In addition to matching your organization’s branding, different custom pod styles can also be used by departments to help distinguish themselves from each other.
    • Or you can set up different pod styles to highlight important things such as color-coding all finance-related data in red and marketing research in blue.
  • Rachel: I had no idea there were so many great ways to use pod styles! I just wish they were a little easier to set up… don’t you have to be pretty CSS savvy to create one?
  • Arah: No worries at all! We’ve made everything super accessible and user friendly that you won’t need to have any CSS knowledge to use this feature. Let’s go ahead and add our own Upward Airlines pod style!
    • As like most things in ClearPoint, you can click the Plus Icon to add a new pod style.
    • Let’s name it Upward Airlines to brand our style
    • You can check the default style box to set this pod style as your go-to style when you create new things in ClearPoint.
    • The great thing about this feature is that now you have a preview that gives you full transparency and visibility as you work on your pod style!
  • Rachel: Wow the preview sounds like a total game changer! Can we see it in action?
  • Arah: Yup! Let’s get right to it! Let’s start building this pod style out in the first tab.
    • The first step will be selecting the main border style for the pod overall. In this case, I think No Borders will suffice with what we’re looking for. This option will remove all the options to edit the border.
    • We’re now going to switch over to the next tab to change the Pod Header. The Pod header is the top greyed out as we see here.
    • We’re first going to change the background color to something that matches our branding style. We want to make sure that we’re aligning ourselves with the Upward Airlines brand. Let’s flip back to the Upward Airlines branding book so we can copy and paste the exact hex codes.
  • Rachel: Oh no! I love this shade of “No more strategy blues” color that Upward Air’s marketing team picked out, but it’s kind of hard to read the text in the header now!
  • Arah: Don’t worry. We’ll make it stand out and shine with our font options below. Let’s start with changing our font to white with our color picker so we can see our pod style name.
    • You have the option to change the font style along with the font size. Let’s keep this font style and bump it up to size 16. It can stay bolded so that no one can miss our label!
  • Rachel: Awesome! But wait, we need to make sure to add Upward Air’s other branding book colors as well! Do we have a place to include them?
  • Arah: Oh right! Let’s spice up our pod header by giving it a unique border!
    • Let’s set the border to “Left Border”
    • Let’s make it pop by expanding this border to 8px.
    • And last but not least, our color! We want to make sure we get the right orange color, so we’re going to pop back into the branding book to grab the hex code.
  • Rachel: That looks perfect! Can we also change the inner style of the pod as well? I know that the board prefers content included in briefing books to be a larger font so that everyone can easily see it. Is that possible?
  • Arah: Of course, we got you covered. If we click into the next tab, you can change the pod contents settings as well. To make things even easier, the layout is exactly the same as what we just went through with the pod header. You’ll recognize the background color, font style, and pod border feature.
    • But, as a ClearPoint fashion designer, I think sometimes simple is clean and that’s what we’re aiming for. So let’s just boost up the Font Size to 16 for better visibility, but otherwise I’ll leave everything else as is.
  • Rachel: That sounds like a great plan. Last question – what is the CSS style editor I keep seeing at the bottom of the edit window?
  • Arah: Great observation, Rachel! Remember how you were talking about Pod Style requiring some CSS background before? If you’re more comfortable with coding your way through CSS, we made it an option to revert back to the original CSS Style Editor. However, you need to keep in mind that once you check this box, you cannot switch back to using our current editor for this pod style that we created.

Table Styles (7:39)

  • Rachel: Since we were able to make cool pod styles so easily, is this also applicable to Table Styles? It would be great if Upward Air’s summary reports could match!
  • Arah: Absolutely! It’s all conveniently located in the same place as well in Custom Styles.
    • Let’s click into the Table Styles Tab
    • Luckily for us, I went ahead and already designed something for us!
  • Rachel: Awesome! Can you give us a quick peek before we put them into action?
  • Arah: Sure thing! Let’s edit into it!
    • We wanted to make things as easy and familiar as possible, so you’ll notice that the layout to the Table Styles Feature is exactly the same as Pod Styles. You can change the outer border, the table header, and also the table cell style as well. It’s all the same drill that we just went through.

Applying styles to reports and detail pages (8:28)

  • Rachel: Now that the Upward Air styles have rightly joined the ranks among the other designer styles, it’s time to try them on for size!
    • Let’s start with dressing up one of our summary reports, using the table style we just created!
    • I know that the most important summary report for Upward Air’s meeting is their Board Report, so let’s navigate there and see what it currently looks like.
  • Arah: Hmm…The information in this report seems important, but I don’t think the current table style properly reflects that.
  • Rachel: I agree! To edit the Table Style we can click on the edit pencil. From here we can select our new Upward Airlines style from the Table Style dropdown menu. Let’s Save and see what it looks like!
  • Arah: Now that’s more like it!
  • Rachel: Hmm, I like it. But I think it needs one last finishing touch. Since the Objectives are set to display as full width columns, it might be nice to differentiate it from the measure data somehow.
    • Let’s edit the report again and adjust the table style for just the objective column in the report.
  • Arah: Wait, what? You can assign table styles to individual columns in the summary report?!
  • Rachel: Yep, you heard me! We can click on the ‘Columns’ tab and then check the box next to ‘Advanced Options’.
    • Then under the Style dropdown menus we can select Upward Turquoise Highlight. I think that should do the trick! Let’s take a look!
  • Arah: Wow! Amazing. This is iconic and so…. fetch. Do kids still say that these days?
  • Rachel: Who knows? Some things just never go out of fashion. Also, this is only for the summary report! The board will also be interested in the details of each of the measures, specifically those that are behind target and evaluating with red or yellow status indicators.
    • Let’s navigate to one now and see what the detail page looks like.
  • Arah: Well…. there is certainly some room for improvement here…
  • Rachel: I’ll say! Let’s start with the pod styles. To change the look of the fields, otherwise known as “pods”, on the detail pages, we’ll need to click on the dropdown arrow next to the edit pencil and then select ‘Edit Layout’.
    • From here, we can edit each pod and assign our Upward Airlines style from the Custom Pod Style dropdown menu.
    • We’ll do the same for each one on the page.
  • Arah: While you are working on that, I have a quick question – will we need to go through this process for each individual detail page? That seems very tedious, and the board meeting is tomorrow! Will we have time to update the settings of every single pod for every detail page?
  • Rachel: I’m glad you asked! Once we have assigned the pod styles, if we want each measure detail page to have a uniform look with the same styles and fields visible on the page, we can click on the arrow next to the Save button and set the style and layout for all Measure detail pages in the scorecard.

Charts (11:49)

  • Arah: Okay Rachel, this is looking great, but it’s time to address the elephant in the room…. What is up with that chart?? What is going on??
  • Rachel: Good question! I really wish I had an answer… but what I do know is that now that our pod and table styles have received a makeover, I think it’s only fair that the actual data within ClearPoint receive the same treatment.
    • This chart we have included on the detail page is a nice visual representation of the data and can be helpful for identifying trends over time; however, from a style perspective it could definitely use some help.
  • Arah: Yeah, I can’t believe it’s wearing purple, red, AND neon green – totally clashing! And especially with our new pod styles.
  • Rachel: A total fashion faux pas!! Luckily this is a quick and easy fix.
    • If we double click on the chart, we can open our chart editor. There are a lot of different ways to customize your chart here, including…
      • Providing a Chart Title
      • Assigning a Chart Type
      • And changing the Chart Size
  • Arah: That’s great, but where does the branding come in? I’m really over these colors.
  • Rachel: Are you sure? I thought neon green was in vogue these days?
  • Arah: Um...Let’s just stick with our branded colors for today…
  • Rachel: You’re right…In that case, all of our branding needs for charts can be taken care of on the Chart Series tab.
    • Here, we can select which series to include or exclude from our chart by clicking on the green plus or red X icons. And I’m getting the sense we should just remove the neon green ‘YTD’ series all together.
      • As a reminder, clicking the red X is not deleting the series from the data table, it will just remove it from this particular chart. It can always be added back at any time by clicking on the green plus icon.
  • Arah: Awesome! Can we include the Previous Year data in this chart so that we can compare that to the Current Actual instead?
  • Rachel: No problem! We can click on the green plus icon to include the Previous Year series in the chart as well!
    • Now that we have our series selected, let’s start branding! For each series we can click on the edit pencil icon to make customizations to that specific series.
    • Let’s start with editing the Actual series. There are a lot of awesome changes we can make here, and we’ll actually be covering them in a future webinar! But for today, let’s focus on the branding.
    • If I click on the color dropper we will see the color and hex code we currently have set. Then we can select from the color palette to pick another option.
    • Since Upward Air is very fashion forward these days, we can also use our defined hex codes from our branding book, and type it directly into the ‘Select Color’ field.
  • Arah: I am all about using the hex codes to make sure we are keeping Upward Airlines on brand, but at this point do I just need to memorize these hex codes? It seems like we’ve been typing them in a lot recently!
  • Rachel: Good point! The last several colors that we’ve used in the account are actually saved in the row of colors below the predetermined options above. This is a huge time saver, especially if you are a branding pro like Upward Air and sticking to the same palette of colors throughout the account.
    • So for Actual, let’s set the Color to Upward Air’s “No More Strategy Blues”.
    • Then we can edit the Target series and set the Color to “On Target Orange”.
    • And then finally let’s edit the Previous Year series, which we want to display as another bar in comparison with the Actual series.
      • We’ll make sure the Color is set to High-Performing Purple ,which we haven’t used yet and we’ll need to grab from our branding book. Then we can click Save.
    • While we’re here, let’s also take a look at the Chart Periods we want to display. I have something new to share!
      • The Chart Date Range menu still allows us to control exactly what reporting periods are displayed in the chart – like the Last 12 periods in this example.
      • However, the ‘Reporting Frequency’ has a new update. We now have the ability to set the chart to automatically be the same Reporting Frequency as the measure itself.
      • And, even better, all newly created measures will Default to this!
    • Now let’s Save all of these changes and take a look at our chart!
  • Arah: Now that’s what I call “vogue”!
  • Rachel: I couldn’t agree more! Just like bell bottom jeans and shoulder pads, I think you are right. Neon green is definitely OUT!

Creating an awesome report

Header and Footer Styles (16:33)

  • Rachel: Okay, so now that our report and detail pages are all branded, it’s time to pull together the briefing book to share Upward Air’s results with the board.
    • And believe it or not, there are still more branding features to share surrounding briefing book headers and footers!
  • Arah: Just like no outfit is complete without a great hat and some stylish shoes!
  • Rachel: Yes, just like that! If we navigate back to System Settings > Admin Options > Custom Styles, you can see that in addition to the Pod and Table Styles, there are also tabs for Header and Footer Styles.
    • I went ahead and set up a both a Header and a Footer style that we can use for the Board Report. Let’s check out the Header Style first.
    • To add a new one I can click on the plus icon. But in this case, we can just edit the existing Board Report Header.
  • Arah: This already looks so cool and 100 times easier than the last time I tried to set up a header!
  • Rachel: Yes! Rather than using HTML and CSS to try to format and create a nice looking header, we now have helpful tabs with dropdown menus to customize the look of our headers.
    • Just like the pod and table styles though, if you consider yourself a pro and want to use the ‘HTML Editor’ option for some more advanced customization options, you can do so by clicking on the check box here. Just a reminder, once you switch to further customize your header or footer, you cannot switch back to the user-friendly modal.
    • So for this header style, I started by customizing the Header Height, so that there is plenty of space for content.
    • Then I added a Bottom Border line and used our Trend Tracking Teal color!
    • After the overall style is set, I could then add content within the Left, Center, or Right sections of the header.
    • For the Board Report Header, on the Left we have Image selected for Content Type, and we are displaying the Upward Airlines logo.
    • Then on the Right, we included some Text content.
  • Arah: I love the way this looks, except for this part. What’s up with those squiggly brackets? It sort of looks like misplaced code?
  • Rachel: So those are what we call ‘Tokens’ in ClearPoint, and we conveniently have a menu of possible tokens we can use, which will automatically pull in information from our ClearPoint account – such as the name of this Report, the Reporting Period for the data included in the report, or the name of the Organization.
  • Arah: That is so helpful!
  • Rachel: I know! It’s a huge help in keeping our reports dynamic and allows this header template to be used on any of our briefing books!
    • So for this header style template, we’ve included the Report Name and Reporting Period, which will automatically populate based on the report that is using it and the period that we generate the briefing book for!
  • Arah: Incredible! How about Footers? Do we have the same options there too?
  • Rachel: Exactly! Footers work the same way, and we already have one set up for the board briefing book with more branded colors and tokens!
  • Arah: I cannot wait to see everything pulled together!
  • Rachel: Yes, the full outfit! I think we are ready for the runway now!

Applying styles to briefing book templates (19:42)

  • Arah: Don’t forget! Not only can you dress up and deck out your ClearPoint account, but it’s important to keep your Briefing Books presentable and with the fashion times. You not only want to impress internally, but also externally as well.
  • Rachel: That’s a good call! Let’s put the header and footer styles we created into use.
  • Arah: Great idea! Let’s jump over to Documents and into Briefing Books. I went ahead and created a Board Report Briefing Book for Upward Airline’s upcoming board meeting.
    • We still need to dress it up to look nice!
    • Let’s edit into the briefing book.
    • So, we’re going to click into the Header and Footer tab. From here, we’re going to select the appropriate Header Style. And, the footer style.
    • Now, let’s hit save and let’s run it!
    • Also, a little heads up about a new tweak to briefing books, browser and view-only users can now receive Briefing Books as well!
    • Look, there it is!
  • Rachel: Wow! Now that’s what I call style! This briefing book is sure to steal the show at the Board Meeting!

Questions (21:01)

Rachel: And with that, we’d love to use our remaining time today to open up the floor for your questions!

Question 1: What happens with my existing headers? Can I still use them? What’s the advantage of using a new one?

  • Answer: Yes, they are saved under the name ‘Custom Header’ in your Briefing Book. If you already have footers, they will be called ‘Custom Footer’.
  • As for the advantages to creating new templates with the new interface, the main one would be that it allows to create a standard template that can be used across any briefing book template. So if there are changes to the organizational branding and you need to apply them to multiple briefing books, making changes to the template is much easier than changing each briefing book’s header and footer one-by-one.

Question 2: Can I use both image and text on the same side of the header?

  • Answer: The answer is yes, however you would have to go into the HTML Editor. In the simplified interface you have to choose one or the other on each of the 3 areas. But on the HTML Editor you can have both.

Question 3: What size image would you recommend to include in a header or footer?

  • Answer: We recommend using a clear, large image; however, the exact size of the image itself is less important because the header and footer height settings actually determine how large the image appears and how much space it takes up on the page!

Question 4: Do you have templates for Upward Air that can be modified quickly?

  • Answer: Currently all of the headers and footers you have created previously are in your account and accessible, so those will already be template options. And then there currently are not any templates in Custom Styles here if you haven’t created any yet, but your account manager can definitely help you build out some templates and get you some styles to start with.

Question 5: Is it possible to get access to create styles for our departments without having Admin rights?

  • Answer: Only Admins, who have access to Admin Options, can create the new styles as a template. But once those are created, scorecard admins can edit the briefing books and assign those header and footer templates. So, they do not necessarily need admin rights to apply them to the briefing books.

Rachel: Thank you everyone for taking the time to explore branding in ClearPoint with us! We hope you can now confidently say ‘I DID know ClearPoint could do that!’. See you next time, and Happy Reporting!

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