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! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 16.5.47! This release adds powerful options for tailoring AI tools to your strategy workflows, along with another round of fixes and quality-of-life improvements across the app.

Here’s what’s new:

✨ Newly Available in CP Next

🧠 Custom AI Playbooks (Beta)

ClearPoint AI Playbooks now support custom workflows tailored to your organization. A Playbook is a structured, multi-step conversation with AI that guides users through repeatable strategy tasks—like onboarding a new department, running a SWOT, or creating OKRs. These experiences simplify complex processes, prompt the right information, and auto-generate strategic content with AI.

With this release, internal ClearPoint team members can now create and manage custom Playbooks specifically for your account. These Playbooks can reference your organizational knowledge base and leverage AI Memory to reflect your preferred tone and terminology. Once published, custom Playbooks appear in the AI Assistants > Playbooks section of the left navigation, and can be leveraged within your account.

By embedding your unique frameworks, terminology, and goals into the AI experience, Custom Playbooks help your team act faster, stay aligned, and gain insights in the language of your organization.

🔧 Enhancements and Fixes Across the Platform

📋 Reports & Layouts

• Linked element charts on objective detail pages can now be clicked to navigate to their original detail page.
• Series View now allows editing measures and adding new ones without error.
• Columns with background colors now update immediately when account color settings are changed—no more refresh required.
• Deleted reports no longer appear as options when configuring a data grid reference.
• The “Hide Title” setting in Scorecard Detail Reports now properly hides the report title.
• Export visuals, chart sizing, and layout alignment continue to improve across Summary and Dashboard reports.

🧠 AI & Automation Fixes

• AI Playbooks now complete the “Generate Scorecard” flow correctly.
• The “Restart Chat” button in AI Assistant modals now works as expected.
• Linking Action Items via AI no longer creates elements named “Link.”
• Global AI settings now properly disable all AI features when toggled off in System Setup.
• Knowledge Base connections now sync more reliably and reflect accurate document counts.

🛠️ System Setup & Customizations

• Editing an element name (e.g., Objectives → Goals) no longer overrides custom field names that happen to match the original name.
• Element name customizations are now easier to manage—deleted customizations are fully removed, and saving no longer requires toggling unrelated fields.
• Renaming or hiding fields from System Setup > Element Field Labels now reflects consistently across cards, drawers, layout editors, and table views.
• Archived, deleted, hidden, and non-reporting periods are now excluded from the Period Selector menu.

📁 Manage Elements, Diagrams & Navigation

• The Manage Elements page no longer crashes on reload or display Element IDs in view mode.
• Users can now clone views from Manage Elements even with limited permissions.
• Diagrams can now be deleted or duplicated from the Manage Diagrams page.
• Clicking “Elements” in the left navigation consistently routes users to the correct page.
• Chart editing no longer incorrectly reuses the color of the previously edited series.

👤 Manage Users & Roles

• By Scorecard and Assign Group users can now be updated and saved from the Manage Users page.
• The Save button now correctly and reliably appears after editing user settings.
• Status Indicators can now be reverted from a custom icon to default without issue.

📌 Other Notable Fixes

• Revision History now supports scrolling past recent activity and no longer loops or reloads unexpectedly.
• Summary reports support editing fields from Data Grid cards via modal popups.
• Linked elements and status indicators behave more consistently across reports and data tables.
• Data grids with no assigned report no longer shimmer as if loading.
• Color transparency, sort order, and chart visibility continue to improve in dashboards and exports.

🚀 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 announce ClearPoint Next version 16.5.46! This release brings massive strides in admin control, AI-powered workflows, layout customization, and user management—along with fixes for improved stability across the platform.

Here’s what’s new:

✨ Newly Available in CP Next

🧠 ClearPoint AI Gets Even Smarter

ClearPoint AI has evolved into a full strategy assistant with new guided workflows and connected tools:

• AI Playbooks: Launch pre-structured conversations for common strategic needs—like SWOT analyses, risk assessments, or account rollovers—from the new AI Assistants > Playbooks section in the left navigation.
• Knowledge Base Connections: Upload documents or connect SharePoint/Google Drive folders to give ClearPoint AI access to your own content. Your AI assistant can now tailor responses based on real internal materials.
• AI Memories: Your AI now remembers details like your role, goals, and preferences to offer smarter responses. Admins can manage what the AI remembers per user.
• MCP Integrations: Our new Model Context Protocol (MCP) apps let AI take action for you—like scheduling a follow-up meeting with your team after a risk assessment is generated.
• AI Settings Panel: Admins can now control tone (e.g., friendly vs. professional), response length, and recommendation type (e.g., supportive vs. challenging). You can also define additional guidelines for how AI responds in your organization.

🛠️ System Setup: Bulk Actions & Import/Export Upgrades

We’ve expanded setup tools for efficient account management:

• Custom Fields, Users, and Reporting Periods: You can now import and export these setup items in bulk for easier account configuration.
• Scorecard Customization & Hierarchy: Parent scorecards can now be assigned during scorecard creation and re-ordered more reliably across setup tabs.
• Element Field Customizations: Admins can preview and manage custom field styling, sort scorecard lists, and configure global field labels that now reflect across the app.
• AI Settings Tab: A dedicated section in System Setup now allows admins to define how AI behaves across their organization.

🔧 Enhancements and Fixes Across the Platform

📋 Reports, Exports, and Data Views

• Discussion threads now appear in summary report columns (read-only) for better at-a-glance collaboration.
• Users can now upload attachments inline to summary reports.
• Series Data View now supports filters for Series-level fields (e.g., Name, Type, Tags, Calculation).
• Column width, alignment, layout settings, and export visuals (e.g., image scaling, wrapping, chart colors) now behave consistently across PDF and Excel exports.
• Grid and summary reports correctly reflect active scorecards only, and layout updates persist as expected.

🧠 AI & Automation Enhancements

• AI-generated evaluations now behave more predictably with comparison series.
• AI Assistant routing improves for common commands like "create a scorecard"—launching the appropriate AI Playbook.
• Knowledge base documents can now be removed, not just added.
• Notifications and reminders now load faster, render UI fields correctly, and support bulk actions and ownership mapping.
• Chart previews now refresh immediately after config changes, and series colors apply correctly.

📅 Reporting Periods, Layouts & Templates

• New periods no longer auto-assign to all reporting frequencies.
• Users can now create multiple reporting periods at once.
• Custom layouts now apply correctly to scorecard pages across the account.
• Template access settings and scorecard reports have regained support for hiding titles, adjusting sharing, and using the template library.

🧰 Layouts, Diagrams, and Detail Page Fixes

• Pod header visibility, image alignment, card border toggles, and color application all now behave consistently in layout edit mode.
• Detail pages respect layout settings, status indicators now display consistently, and default export settings include missing scorecard names.
• Diagrams can now be opened from the Manage Diagrams page again.

👤 User Permissions, Roles, and Navigation

• Updaters can now reliably update data tables, create reports, and navigate workflows without logout errors.
• Admins editing their own profiles can now access the Scorecards & Homepage tab.
• My Favorites now handles 404s and redirects properly when the original page is unavailable.
• Permissions for features like deleting Briefing Books, editing chart settings, or managing templates have been corrected per user role.

🧠 QBR Upgrades and Admin Tools

• QBRs can now be generated by selecting the specific quarter/year.
• Snapshots now open in the environment where they were created (Classic or Next) to preserve their formatting.
• Gantt timelines offer improved alignment, milestone visibility, and timeline scaling for better reporting and exporting.
• Explorer View now supports objective-category linkages via drag-and-drop.

🚀 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 16.5.46! This release enhances the platform’s stability, improves usability across multiple features, and reinforces consistency in system behavior—making it easier to manage your strategy and collaborate effectively. Here’s what’s new:

🔍 Cleaner Search Results in Global Search

User names no longer appear in search results, preventing dead-end links that previously led to error pages. This keeps your search experience more relevant and frustration-free.

👥 Smarter Search by Owner

Looking for an element by owner name? You now can. Initiatives and other elements tied to owners will appear in search, making it easier to find what you’re looking for based on team responsibilities.

🏷️ Clear Series Names with Tags

Series tags now display cleanly alongside names, without visual overlap. Whether editing or scanning, your data stays legible and polished.

📤 Accurate Export Formatting for Reporting Fields

Pod fields like "Reporting Frequency" now display fully in Dashboard views, avoiding frustrating truncation when using quarter-width pods.

🧪 Data Loader Improvements

Updates to the Data Loader improve reliability when uploading project data. Percent Complete and custom field values now upload successfully, reducing errors and improving overall upload consistency.

🔍 Smarter Summary Report Search

Searching within Summary Reports now returns accurate results. For example, project names are correctly matched and filtered without clearing the report unexpectedly.

🔗 Fixed Scorecard Linkage Issues

Updates ensure that child scorecards reassigned to a new parent no longer retain outdated links or share unexpected backend identifiers. Scorecards now maintain clean and accurate hierarchies—without unwanted cross-updates or propagation of changes.

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! 🚀

These updates continue to reduce friction and improve clarity across your reporting, exporting, and integration experiences. Questions? Reach out at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 16.5.45! This release sets the stage for better admin control, smarter AI, and fewer visual glitches in day-to-day workflows.

Here’s what’s new:

🔧 Enhancements and Fixes Across the Platform

🧠 AI & Automation Fixes

• ClearPoint AI Playbooks now launch directly from prompts like “Create a scorecard.”
• Scorecard summaries and exception reports generated by AI now produce more useful outputs.
• Playbook AI retains all generated objectives and creates initiatives for each section.
• New chat transcripts now appear in the history sidebar and chat history page without a refresh.
• Strategic Objective summaries now load correctly via the AI Assistant.
• The AI Assistant button now shows correct placement and label across pages.
• AI-generated analysis now accurately references the element it’s analyzing.
• Detail page AI, Chart AI, and Recommendations AI are being updated to include helpful starter prompt buttons.
• External content generated via SWOT/Research now includes source citations (where available).
• “Mark Complete?” confirmation prompts have been added back to workflow task interactions in workspaces and My Updates.
• AI modal in Labs no longer reloads the page instead of opening properly.

📝 Revision History

• Revision History now properly reverts changes to Analysis and Recommendation pods.
• Reviewing tag history no longer causes crashes.
• System-generated logs now leave the User field blank (not “0”).
• Newly saved changes appear immediately—no refresh required.

📋 Manage Pages & Elements

• Clicking an element name in Series View now takes you to the correct detail page.
• “Undefined” no longer appears in the Reporting Frequency column.
• Boolean fields and picklists display the correct values in Series View.
• Custom toggle fields now visually reflect their saved state in view mode.
• The “Clear Layout” button only appears in layout edit mode and is now repositioned safely.
• Page Breaks added to a layout now save and persist correctly.
• Boolean field pods now display aligned text and toggles.
• Tags, HTML w/ Data fields, and copy-forward now behave more reliably in detail pages.
• Add Multiple modals no longer retain previous data after saving.
• Long text fields in reports and exports now wrap correctly.

🗃️ Reports & Exports

• Summary Grid Report series status colors now display correctly with cell background colors.
• Chart previews now refresh when editing chart configuration.
• Data Grid PDF exports no longer display “View Report” buttons.
• Summary reports now allow white text editing in shaded cells.
• Series View exports now include all selected periods.
• Reports with multiple series can now use background colors more effectively.
• Report exports reflect correct element sorting and selection.

👤 Manage Users & Workflows

• User creation now only requires First Name, Last Name, and Email fields.
• “Invalid Email” errors no longer appear for users without separate notification emails.
• The “Show Deleted” toggle has been removed from the Manage Users page.
• Editing workflows multiple times no longer triggers a 404 error.
• Workflow modals now reset between uses without persisting prior entries.
• Workflow list shows separate tags for “Inactive” and “Disabled” workflows.
• Workflow completion sliders now calculate per workflow—not across all workflows.
• “Rows” dropdowns across app tables are being renamed or moved for clarity.
• Admins can now see all workflows by default, including Inactive and Disabled ones.
• “Send Reminder” option is restored in the Reminder menus.

🧰 System Setup & Settings

• AI Preferences are moving from user profiles to System Setup (admin-only).
• Admins can now configure AI tone, length, and formatting globally across the organization.
• Element Names now includes Diagrams, which can be renamed or hidden.
• Custom fields, charts, and status indicators now show confirmation toasts when saved.
• Settings search now finds sub-sections like Account Colors and Fiscal Years.
• System Setup Success Portal now displays at full width.
• New validations are in place for Fiscal Years, Reporting Frequencies, and Schedules.
• Reporting Frequency dropdowns now show default assignments clearly.
• Workflow status labels and progress charts now show accurate state and timelines.

🛎️ Alerts and Mentions UI Improvements

• Alerts now open to the “Unread” tab by default.
• You can mark alerts as read or unread individually.
• Mentions now use a simplified toggle instead of “Mark Read/Unread” buttons.
• Read and unread items are now visually distinct.

🚀 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 16.5.45! This release focuses on data visibility, export accuracy, and streamlined integrations—improving the clarity and reliability of your reporting workflows.

Here’s what’s new in this release:

📅 Accurate Periods in Action Item & Risk Reports

Default Action Item and Risk reports now display the current reporting period correctly, ensuring your time-based updates stay aligned across reports.

📤 Blank Calculated Fields Now Export Cleanly

Reports that include calculated fields will now show empty cells for blank values when exported, removing the confusing “[object]” placeholder text.

📊 Reliable Data Loader Updates

Data Loader version 2.2.2 now reliably updates series and update fields. A success message means your data is actually saved.

📈 Series Now Appear Correctly with Project Evaluations

New elements created prior to enabling Project Evaluations now correctly show their series and data tables—giving you full access to evaluation data without error messages or blank pods.

🧩 Cleaner Inline Editing for Data Grids

When editing data grids inline, button spacing and alignment have been cleaned up for a smoother experience.

🤖 Microsoft Teams Integration Fixes

ClearPoint elements display properly within the Teams integration, including status, analysis, and recommendations when queried.

🧭 Fixed Scorecard Linkage Issues

Scorecards now correctly maintain their parent-child relationships without unintended propagation or duplication, and changes made to one no longer affect others.

📚 Briefing Books Honor Custom Content Order

When exporting Briefing Books, reports and elements now display in the order configured—making your presentations more intentional and polished.

These updates continue to reduce friction and improve clarity across your reporting, exporting, and integration experiences. Questions? Reach out at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 6.2! This release includes improvements across AI, System Setup, reports, exports, and detail pages, delivering a smoother experience for your entire team.

Here’s what’s new:

🔧 Enhancements and Fixes Across the Platform

🛎️ Alerts and Mentions UI Improvements

We’ve redesigned the Alert Bell and Mentions pod for a more intuitive experience:

• Alerts now open with the “Unread” tab selected by default.
• You can mark individual alerts as read or unread.
• Mentions use a toggle instead of buttons to simplify marking items as read.
• Visual styling helps you quickly distinguish between read and unread items.

📅 Grid Reports: Custom Column Widths

You manually resize columns in Grid Layout Reports! This gives you more flexibility when formatting reports with dense data or long-text fields.

🗓️ Date Fields: Display “N/A”

Empty custom date fields now show “N/A” instead of appearing blank—ensuring clarity for readers and reducing ambiguity in reports and exports.

🧠 AI & Automation Fixes

• Evaluations AI is restored in the Evaluation modal.
• AI Assistant button on the Series Calculation tab now displays with correct name and placement.
• AI no longer triggers “Unsaved Changes” warnings during use.

📝 Revision History

• You can now revert individual field changes from the Revision History tab or drawer.
• Reviewing tag history no longer crashes the page.
• New logs now appear immediately—no more needing to refresh.

🗃️ Reports & Exports

• Series View allows selecting and exporting multiple periods again.
• Data Grid PDF exports no longer display “View Report” buttons.
• Element sorting and selection in Grid Reports matches the Manage Elements page and is editable again.
• Long text now wraps properly in exports.
• Users can copy and paste data into and from Measure Data Tables.
• The “Send Reminder” option is back in reminder menus.

🧰 System Setup & Settings

• Fiscal Years, Reporting Frequencies, and Schedules now include proper validation and tooltips.
• Diagrams can now be renamed or hidden in the Element Names table.
• Custom fields, charts, and status indicators now show a confirmation toast after save.
• Settings search now returns results for sub-sections like Account Colors or Fiscal Years.
• Reporting Frequency dropdowns now clearly indicate default assignments.
• Success Portal in System Setup now displays full-width, not as a sliver.

📋 Manage Pages & Elements

• Clicking an element name in Series View navigates correctly to the detail page.
• “Undefined” no longer appears in the Reporting Frequency column.
• Boolean fields and picklists now show values correctly in Series View.
• Custom toggle fields display the correct state in view mode.
• The “Clear Layout” button is now only shown in edit mode and placed more safely.
• Page Breaks added to a layout now save and persist correctly.
• The Owners field now loads faster and supports searching in large accounts.
• Clicking milestones in Gantt charts no longer triggers 404 errors.
• Tags, HTML w/ Data fields, and copy-forward behaviors work more reliably in detail pages.

👤 Manage Users & Workflows

• Added users now only require First Name, Last Name, and Email fields.
• Removed the unnecessary “Show Deleted” toggle from the Manage Users page.
• User creation and deletion bugs have been fixed.
• Editing a workflow multiple times no longer triggers a 404 error.
• Workflow modals now reset correctly between uses.

🔧 Other Fixes & Improvements

• You can now drag and reposition popup modals again.
• Gantt View no longer shows the “Resources” button prematurely.
• PDF exports no longer show “View Report” buttons on Data Grids.
• “Completed” toggle fields visually reflect their true state in view mode.
• “Clear Layout” is no longer accessible during inline editing.
• Revision History now properly supports reverting changes to Analysis and Recommendation pods.
• Adding multiple series to a measure no longer triggers incorrect error toasts.
• The default reporting frequency is now enforced correctly during editing.
• Custom status indicators now render uploaded icons properly across CP Next.
• Series View exports now include selected periods, not just the current one.

🚀 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!