Hey there,

We're excited to announce ClearPoint Next version 16.5.52! This release delivers a wide range of reliability and usability improvements across navigation, charts, reports, fields, exports, and automation — making the platform feel faster, more consistent, and more dependable day to day.

Here's what's new:

🔧 Enhancements and Fixes Across the Platform

Navigation & Scorecards

• Long scorecard names no longer get cut off in the left control panel
• The Home button now navigates to the correct scorecard landing page rather than your personal home page
• Archived scorecards no longer remain as your active home page after archiving
• Clicking a scorecard name in the left navigation correctly and consistently takes you to that scorecard's landing page

Charts & Data

• Charts now update immediately when measure data is entered or modified — no additional edit required
• The "Next N Periods" chart setting now correctly displays all selected periods
• The Edit Chart modal now reflects changes reliably without requiring a second edit to see updates
• Currency series now default to your account's default currency when adding or editing a series

Reports & Exports

• HTML exports now display correct element tab names and properly formatted pod content
• Exporting a scorecard report now exports only the selected report rather than the scorecards landing page
• Report sort order now saves and persists correctly
• HTML Text and HTML Data fields in grid reports now support inline editing without errors
• Inline editing for full-width columns in reports now works as expected

Fields & Custom Fields

• Custom field names now reflect correctly across all pages when element names are customized (including in drop-down lists and manage pages)
• Custom fields with bracket characters in their names no longer cause errors when saving
• Collaborator and multi-user picklist fields now retain all selected users when adding additional people
• Attachment fields now provide save confirmation immediately upon upload and reflect deletions without requiring a page refresh
• Data tokens in HTML fields now persist correctly after saving and re-saving

Manage Pages & Elements

• Users with Editor or Scorecard Admin permissions can now add elements from the Manage Elements page as expected
• Initiative fields on the Elements tab are now inline-editable
• Milestones no longer appear as a visible tab when the Initiative element type is hidden
• Element report counts on Manage Reports pages now accurately reflect only active, non-deleted reports
• Newly added series now appear immediately in the edit drawer without requiring a refresh

System Setup & Admin

• Default series now include the "Current Element" option when setting up calculated fields
• Fiscal Year creation now pre-populates the next chronological year based on your most recent existing fiscal year
• Custom fields can now be deleted without error
• Linked element access rules now apply consistently across the platform — elements a user doesn't have access to no longer appear in the left navigation or control panel

Automation & Reminders

• Bulk change scripts can now be edited and previewed as expected in ClearPoint Next
• Reminder schedules can now be created and saved from the edit drawer without issue

Workflows & Reporting Workflows

• Calendar date fields in Reporting Workflows now allow month navigation as expected

Series & Evaluations

• Aggregate status calculations can now be saved after all criteria are configured
• Objective Evaluations now save weight changes correctly and support decimal values
• Series with aggregate status calculations save reliably

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We're excited to introduce ClearPoint Strategy version 16.5.52! This release focuses on polish and reliability improvements across reporting, charts, exports, and data management.

Here's what's new in this release:

📊 Charts Display More Reliably on Dashboard Reports

Offset series on charts in Dashboard Reports now display correctly, ensuring year-over-year and period-comparison series appear as expected.

🔗 Dashboard Report Chart Links Now Navigate Correctly

Clicking chart names in Dashboard Reports now takes you to the correct element detail page rather than an empty page.

🧮 Calculated Fields Now Save Reliably

Edits made to existing Calculated Fields now save correctly and persist as expected.

📋 Scorecard Report Names Display Cleanly

Report names on the Manage Reports page no longer display an unwanted "0" at the end of the name.

⚙️ Bulk Scripts Now Apply Correctly to Non-Measure Elements

Bulk change scripts targeting series on non-measure elements (such as Initiatives) now run as expected when Project Evaluations are enabled.

As always, we’re grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We're excited to announce ClearPoint Next version 16.5.51! This release brings a wide range of improvements across initiatives, milestones, reporting, charts, AI, and system settings — making the platform more reliable and consistent throughout.

Here's what's new:

✨ Newly Available in CP Next

📊 Chart Description Support

Charts in ClearPoint Next now support chart descriptions, giving admins the ability to add context and accessibility notes directly to charts — consistent with the experience in ClearPoint Classic.

🔧 Enhancements and Fixes Across the Platform

Initiatives & Milestones

• Milestone management is significantly more reliable in this release.
• Parent/child milestone relationships now reflect immediately after saving without requiring a browser refresh.
• Bulk editing milestones on the Manage Milestones page now works as expected, and the parent column no longer goes blank when editing.
• Adding multiple milestones at once now works correctly, initiative start and end date fields are fully editable in the editing drawer, and initiatives with auto-evaluation enabled no longer incorrectly allow manual status changes.
• Completed dates now display properly on initiative detail pages, and percent complete values now show consistently across the Manage Initiatives and Milestones pages.
• Custom field labels (renamed milestones) now apply consistently throughout the editing experience.
• Linking initiatives to objectives on different scorecards now saves correctly.

Manage Elements & Import

• Importing custom field data from the Manage Elements page now populates correctly across all supported field types.
• The Manage Milestone page no longer goes blank when entering inline edit mode.
• The Manage Scorecards export now respects user access, displaying only the scorecards visible to the current user.

Reports & Exports

• Filtering summary reports by "Not Defined" status now returns results as expected.
• Exporting reports with custom fields to Excel now displays the correct field values instead of field IDs.
• Scorecard exports no longer include scorecards the user does not have access to.
• Briefing Book custom headers and footers now save reliably.

Charts & Sparklines

• Sparkline cards on element detail pages now load with all content fields active and selectable when first added to a layout.
• The Gantt Chart collapse button now works correctly, allowing users to hide milestones and view only the initiative timeline.
• Series dropdown options in sparkline cards are now clearly labeled so users can identify which measure each series belongs to.

Grid & Summary Reports

• Categories and scorecard columns in grid reports can now be set to full width.
• Adding categories as a column to a summary report now works correctly — the checkmark registers and duplicate columns are no longer added.

AI & Automation

• ClearPoint AI now handles requests to create scorecards with elements more reliably.
• AI suggestions are now permission-aware — the assistant no longer recommends actions that a user does not have access to complete, and error messages are presented in friendly, readable language rather than raw codes.
• AI-created initiatives now include start and end dates to prevent errors on creation.
• Reporting periods added via AI are now scoped correctly and no longer apply across all reporting frequencies.
• The AI Knowledge Base now indexes and displays documents more reliably.
• Series data type changes requested through AI now apply the correct data type consistently.

System Setup & Navigation

• Setting a home page now works reliably from both element detail pages and reports.
• Custom field reordering on the System Setup page now works as expected.
• The notification download attachment button now works correctly.
• Navigation history and breadcrumb buttons now function reliably after first use.
• A misspelled tooltip on the Templates page has been corrected.

Scorecards & Duplicating

• Archiving scorecards is now available directly from the scorecard editing drawer and bulk edit options, in addition to the existing kebab menu.
• Duplicating a parent scorecard now includes the option to cascade the duplication to child scorecards.

Series & Calculations

• Series calculation types now behave consistently across all areas of the platform — calculated, aggregate, and reference series all validate properly before saving.

Text & Layout

• The text editor now includes a "Reset to Default Color" option, making it easy to remove custom text colors and ensure content displays correctly in both light and dark mode.
• The status legend pod now correctly displays the "Not Defined" status when selected.

Security

• This release includes security improvements identified through our ongoing penetration testing program, further strengthening the reliability and integrity of the platform.

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We're excited to introduce ClearPoint Strategy version 16.5.51! This release focuses on reliability improvements across charts, custom fields, and data display — keeping your reporting accurate and your workflows smooth.

Here's what's new in this release:

📊 Chart Periods Now Retain Your Selections

When editing a chart configured to use specific periods, your previously selected periods are now preserved when you enter edit mode — no more having to reselect them before saving.

📋 Custom Field Content Now Syncs Across the Account

Updates made to custom field content in one location (such as a summary report) now reflect consistently across detail pages throughout the account, ensuring your data stays in sync everywhere it appears.

📈 Offset Series Now Display the Correct Period Values

Charts using offset series now correctly display data from the configured offset period rather than the current period's value, keeping your trend and comparison data accurate.

🔲 Data Grid Editing Experience Improved

The inline editing experience for data grid pods is cleaner and more consistent — buttons now display side by side as expected when entering edit mode.

🔒 Strengthened Chart and Report Reference Fields

Newly added chart reference fields and data grid fields on scorecard summary reports now display options correctly when editing, making it easier to assign charts and reports to layout elements.

🛡️ Security Enhancements

This release includes security improvements identified through our ongoing penetration testing program, further strengthening the reliability and integrity of the platform.

As always, we’re grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We're excited to announce ClearPoint Next version 16.5.50! This release delivers a meaningful set of reliability and usability improvements across reports, exports, elements, AI, diagrams, and more — all aimed at making your day-to-day workflows smoother and more predictable.

Here's what's new:

✨ Newly Available in CP Next

🧩 Reusable Cards for Layouts

You can now add customizable and reusable cards — including chart sparklines, text, embedded links, images, and more — directly to your Detail Pages and Scorecard Report layouts. Configure them for a more flexible and visually dynamic strategy presentation.

👋 Send Welcome Emails from Next

Admins can now send welcome emails to new users directly from the Manage Users page in ClearPoint Next.

🗂️ Copy Forward Scorecards from

Manage Scorecards You can now copy forward scorecard fields directly from the Manage Scorecards page — a feature that was previously only available in Classic.

🔧 Enhancements and Fixes Across the Platform

Reports & Exports

• Summary reports now display series data and series names correctly across all reporting periods.
• New grid reports automatically include the element name column and current scorecard scope as a starting point.
• Column reordering in report layouts now saves reliably, including when new columns are added alongside other edits.
• The objective column in Measure and Initiative grid reports now supports the full-width option when grouped appropriately.
• Scorecard columns in reports now display the name only, without a stray status indicator.
• Reference reports now correctly detect when a referenced report has been deleted and handle it gracefully.
• Measure grid reports with linked measures from other scorecards now display more cleanly when grouped.
• PDF exports now render images correctly instead of showing a broken image icon.
• Exports from Manage pages that include custom fields now complete successfully.
• HTML exports now generate and open links correctly for new exports created in Next.
• Briefing book exports now render pages in the correct order, without overlapping transitions or missing Gantt chart content.

Manage Pages & Elements

• Element sort order on Manage pages now holds correctly when switching into inline edit mode.
• Linked milestones now remain visible in the Linked Elements pod when inline editing is active.
• Duplicating an element and assigning it to a new home scorecard now correctly places the duplicate in the selected scorecard.
• Linking multiple initiatives to an objective from the Objective Explorer now adds them cumulatively rather than replacing previous links.
• The Quick Find search on Manage pages now filters results more reliably.
• Adding new milestones via the Manage Milestones page now works correctly, including the "Save and Edit" flow.
• The Manage Pages Series Data view now reflects newly created or deleted series immediately, without requiring a page refresh.

Scorecards & Edit Drawer

• Opening the edit drawer on a Scorecard Summary report no longer interrupts the report display or causes an infinite loading state.
• Scorecard lists now appear in a consistent, predictable order across the application.
• Image alignment settings in fields now save and persist correctly after saving.

Fields & Layouts

• Field labels in the layout editing drawer now display proper, readable names instead of internal code references.
• Adding a Kanban field to a scorecard detail report layout now works without errors.
• Description fields on Manage pages now display consistently with what appears in Excel exports.

System Setup & Admin

• The Copy Forward destination period field now displays correctly even when users are on the last available reporting period.
• Custom element names now apply consistently across all areas of System Setup, including the Series & Charts section.

Navigation

• Breadcrumb navigation now routes correctly across Manage Reports, Manage Elements, and Scorecard pages.

AI & Automation

• AI agents now communicate clearly when a requested action is outside their capabilities, rather than indicating success when nothing occurred.
• Fields updated by AI (such as scorecard analysis) now reflect the new content immediately without requiring a manual refresh or cache clear.
• AI element linking actions in playbooks now complete successfully and save as expected.
• Playbooks now show correct "coming soon" labels for features that are not yet available, reducing confusion for users exploring upcoming capabilities.
• Running a playbook multiple times in a session now reflects the most current data each time, rather than pulling from a stale cache.

Diagrams

• Creating or deleting a diagram now updates the Manage page and left navigation panel immediately, with a confirmation toast on save.

Charts

• Custom chart creation from System Settings now works without an error modal.

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.50! This release focuses on reliability improvements that ensure your data saves and displays as expected, keeping your team's workflow smooth and your reporting accurate.

Here’s what’s new in this release:

✅ More Reliable Saving for Analysis and Recommendations

Updates to scorecard analysis and recommendations fields now save and display correctly right away, without requiring a browser refresh or restart.

📧 Email Page Feature Restored

The ability to email a summary report page directly to teammates from within ClearPoint now works reliably again, ensuring those quick shares reach their recipients.

🔍 Cleaner Search Results

The global search bar now returns only relevant results — elements and reports — and no longer surfaces internal items like status indicators or custom fields as clickable destinations.

As always, we’re grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 16.5.49! This release includes new publishing capabilities, improved HTML editing, website embedding in layout cards, and continued stability improvements across reports, diagrams, workflows, and admin tools.

Here’s what’s new:

✨ Newly Available in CP Next

🌐 Embed External Websites via Custom Fields

You can now embed external websites directly into ClearPoint Next using the External Link custom field.

What’s new:

• External Link fields now include an Embed option
• Embedded links render inside an iframe sized to the card
• Ideal for dashboards, reporting tools, intranet pages, or partner systems

To support secure embedding, we’ve also modernized how Content Security Policy (CSP) settings are managed:

• CSP allow-list now lives in Settings > Security
• Default domains from ClearPoint Classic are prefilled
• Admins can add approved domains to control what can be embedded

This gives organizations more flexibility while maintaining strong security controls.

📰 Reporting & Publishing Enhancements

• Briefing Books can now be used as cover pages for HTML reports
• Page breaks render correctly in exports and published outputs
• Scheduled reports now reliably send the correct report data

🔧 Enhancements and Fixes Across the Platform

🧾 Rich Text & HTML Editing Improvements

• Editing text inside HTML tables no longer causes shifting or jumping
• Table formatting behaves consistently across edit and view modes
• Rich text styling displays more reliably across cards and reports

📋 Reports & Layout Behavior

• Layout and export behavior is more consistent with page breaks and HTML content
• Publishing workflows render more predictably
• Summary and grid reports have improved visual stability

🧩 Diagrams and Visual Stability

• Copy/paste behavior in diagrams is more reliable
• Deleting shapes and objects works consistently
• Switching between diagrams no longer causes edit-mode glitches

✅ Workflows, Notifications, and Reminders

• Notification search returns accurate results
• Reminder scheduling and editing is more stable
• Workflow editing experiences have fewer interruption states

⚙️ Admin & Account Maintenance

• Settings pages save and reload more reliably
• Field behavior is more consistent across edit drawers and reports

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.49! This release streamlines key workflows and improves reliability across search, automation, permissions, and reporting. Here’s what’s new in this release:

⚙️ Bulk Changes & Custom Scripts Run More Consistently

Previewing and running bulk scripts is now more dependable, with clearer step behavior so admins can confidently automate large-scale updates.

🔐 More Accurate Access for Group Users

Group-based permissions now apply more reliably when a user has different access levels across a scorecard and specific initiatives or milestones—supporting smoother collaboration without access confusion.

🗓️ Scorecard Editing Works Smoothly in Locked-Period Setups

Scorecard configuration and setup actions are now more reliable even in locked-period contexts, improving admin flexibility when managing reporting structures.

🧾 Scheduling Updates Save Cleanly

Editing schedules is now smoother and more predictable, supporting faster maintenance of reminders and recurring automation.

👤 Manage Users Improvements for “No Access” Accounts

Editing users with “No Access” permissions now behaves more consistently, improving stability during account transitions and user administration.

✅ Fewer Disruptive Save Messages During Updates

Saving updates now completes with fewer disruptive messages, supporting smoother work in high-activity workflows like linking and updating elements.

📌 Chart Reference & Data Grid Pods Update More Smoothly

Newly added chart reference and data grid fields can now be configured more reliably after being added to a page layout—reducing friction during report and dashboard setup.

As always, we’re grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 16.5.48! This release continues our momentum in improving AI-powered workflows, report interactions, and layout consistency—alongside targeted updates in user settings, reporting periods, and diagram management.

Here’s what’s new:

✨ Newly Available in CP Next

🧠 Expanded AI Playbooks

We’ve expanded the built-in Playbook options available in the AI Assistant (left navigation > AI Assistants > Playbooks). These prebuilt workflows guide users through key strategy-building tasks.

New playbooks now support:

• Creating enterprise-, department-, and industry-level strategic plans
• Onboarding new users or departments into ClearPoint
• Uncovering insights about performance trends, bottlenecks, and risks

AI Playbooks are available to all accounts with AI enabled. If you’d like to activate AI for your account or explore the Playbooks in action, reach out to your account manager or email us at [email protected].

📧 AI Email Response Capabilities

If your account has AI enabled, you can now reply directly to any ClearPoint email that includes a PDF export—like a published Briefing Book or page report. Just write your message in natural language and ClearPoint AI will analyze the attached report and take action for you.

You can ask for AI-generated insights, recommendations, or link updates to strategic elements—no need to log in. It’s the easiest way to keep your strategy moving forward right from your inbox.

🔧 Enhancements and Fixes Across the Platform

🎨 Account Color Customization Enhancements

Account Colors have been enhanced and now live under Settings > Customizations > Colors.

You can now preview how your cards will appear in both Light Mode and Dark Mode when styled with your selected account colors—making it easier to design a cohesive and accessible visual experience across your strategy reports.

📋 Reports, Data Views, and Layouts

• Data Grid layout pages now auto-open the “Add Card” drawer when editing, just like element layouts.
• Linked element charts on detail pages are now clickable—clicking the chart title will open the source element.
• Hidden or archived reporting periods no longer appear in the period selector.
• Deleted reports no longer appear in report dropdowns when building Data Grids.
• Deleted summary reports now properly restore from Revision History and no longer trigger false error toasts.
• Inline editing in summary reports now supports marking initiatives and milestones as “Completed” by adding the Completed column.
• Series View export now reflects active filters and supports clean exports after filter changes.
• Editing series or milestones via the kebab menu from the edit element drawer now works as expected.
• Empty Data Grid cards no longer shimmer or appear to load endlessly.
• Users can once again navigate to the Manage Elements page from the left menu without error.
• Header text in summary reports no longer changes color based on added columns.

🧠 AI and Automation

• AI “Restart Chat” button now works as expected.
• AI-generated scorecards via Playbooks no longer error during preview steps.
• AI chat no longer creates erroneous objectives titled “Link” when trying to link action items.
• AI features are now properly hidden when global AI is disabled in System Setup.
• Knowledge Base connections display accurate sync status and document counts.

🛠️ System Setup and Settings

• Menu and Element Name customization now saves properly, and field names no longer override unrelated custom fields.
• Diagrams and Milestones are now recognized in customization settings.
• Column label background color updates immediately reflect when account colors are changed.
• System Setup now respects field label renaming and hiding across layout drawers, update tabs, and List View headers.

👤 User Management and Roles

• Manage Users page now allows saving changes for “By Scorecard” and “Assign Group” user types.
• Saving user changes now works correctly and enables the save button when edits are made.
• Updaters and Browsers can once again clone views on the Manage Elements page.
• Admins can now reliably navigate to scorecard tabs when editing their own profile.

📅 Reporting Periods, Charts, and Status Indicators

• Archived, hidden, deleted, and non-reporting periods are now correctly excluded from the reporting period selector.
• Status indicators now save properly when switching between custom and dropdown icons.
• Status indicator sort order no longer causes icons to change color unexpectedly.
• Chart series colors now remain consistent when editing multiple series in a row.

⚙️ Other Fixes

• Summary Report columns set to full width no longer display labels when that option is disabled.
• Reports embedded in Data Grid pods now open in a modal for easier editing.
• Series and milestone tabs in element drawers now detect unsaved changes and show the Save button.
• Manage Diagrams page now allows duplicating and deleting diagrams without errors.
• Clicking “Elements” from a detail page correctly routes users to the Manage Elements page.
• Manage Scorecards page now includes “Archive” and “Lock” as bulk edit options.

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.48! This release improves workflow reliability, refines reporting behavior, and enhances clarity across dashboards and layouts. Here’s what’s new:

🧾 More Reliable Approvals in Action Plans
Approval workflows now behave consistently, ensuring users can confidently approve or reject items without interruption—keeping reviews and decision-making on track.

📊 Clearer Percent Complete and Chart Labels
Long names in Percent Complete pods and embedded charts now display more cleanly, preventing truncation and improving readability across dashboards and detail pages.

🔁 Stronger Guardrails for Workflow Creation
Workflow setup now better respects user permissions, helping administrators avoid misconfigurations and ensuring workflows are assigned appropriately.

📆 Updated Master Periods for Measure Libraries
The Measure Library now includes updated master periods, helping organizations stay aligned with upcoming reporting cycles and long-term planning timelines.

📈 Improved Embedded Chart Behavior
Embedded charts with legends enabled now render more consistently, reducing layout issues and ensuring visuals appear as expected across reports and dashboards.

As always, we’re grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀