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! 🚀

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!