🚀 ClearPoint Next 5.2 Release Highlights!

Hey there,

We’re excited to announce ClearPoint Next version 5.2! This release brings key improvements to System Setup, user management, exports, charts, Gantt views, workflows, and more. With over 50 issues resolved, we’re continuing to refine the CP Next experience to make it more reliable and intuitive for all users—especially admins and report builders.

Here’s what’s new:

✨ Newly Available in CP Next

🧰 System Setup: More Admin Pages

The System Setup area continues to grow! This release adds more tools and updates to help admins configure the account. Admins can now preview the setting overviews for:

• 🏢 Account Settings – Manage organization details, user roles, and account preferences.
• 🎨 Customizations – Personalize fields, labels, charts, and visual styles.
• 🔌 Integration – Set up and manage connections with external systems and data sources.
• 📊 Reports – Configure report templates, sharing settings, and automated exports.
• 🔐 Security – Control authentication, access permissions, and security protocols.

These pages are still under development—more capabilities are coming soon!

👥 Manage Users: New Scorecard & Homepage Tab

Admins can now set user homepages and configure scorecard access from a single “Scorecards and Homepage” tab in each user’s profile. This simplifies permissions and personalization in one place.

🧾 User Access Reports (Exportable)

Admins can now export detailed reports of user access and user activity. These reports are downloadable to Excel and show up under “My Exports” once ready.

🔧 Enhancements and Fixes Across the Platform

📊 Reports & Exports

• Default row count from System Setup is now respected on Grid Reports.
• Export to Excel is now available from the Measure detail page kebab menu.
• Missing columns and default settings in Grid Reports now load properly.
• Briefing Book and HTML export modal now launches correctly from the kebab menu.
• “Include Linked” toggle in export templates now behaves and saves as expected.

📋 Manage Pages & Elements

• Linked elements now appear on Manage Elements pages and display correct scorecards in headers.
• Milestones Manage View now displays Initiative names correctly.
• Linked categories in Objective drawers are now scoped to the correct scorecard.
• Series View now loads element names and saves data type changes correctly.
• Blank state on Manage Elements page no longer appears on initial load.

📈 Charts & Dashboards

• Chart changes triggered via AI now apply and display correctly.
• Gantt task status colors now show by default on element detail pages.
• Explorer View now fills horizontal space with cards as expected.
• Chart auto-refresh behavior fixed when updating element data.

🛠️ Workflows

• Instructions panel now opens by default when starting a workflow task.
• Toggle between Completed/Not Completed now reflects correctly on My Updates.
• Deleting a workflow no longer deletes the associated reporting period.
• Unselecting a reporting period no longer causes the page to go blank.

📄 HTML & Templates

• Token drawer no longer reopens unnecessarily when editing HTML fields.
• Images now center-align properly in the HTML editor.
• HTML and Briefing Book templates now open to the correct tab in the drawer.

⚙️ System Setup Improvements

• Reporting Periods, Frequencies, and Fiscal Year configuration pages added.
• Snapshots and Custom Fields now show correct labels (Deleted/Archived).
• Snapshots and Custom Fields respect toggle to hide/show deleted or archived items.
• “Select All” option added to multiselect dropdowns across exports, setup, and workflows.
• Kebab menus in Manage Pages now include missing Favorite and Delete options.
• Custom Field creation, editing, sort order, and validation behavior restored.
• Expiration date in System Setup now matches the Provisioning Console.
• Scorecards can no longer be edited if locked (no new elements, no inline edits).

🔁 Other Fixes

• Audit logs now reflect the correct user timezone.
• Recycle Bin logs now show correct text (instead of code format).
• Gantt View no longer shows deprecated project management options (like baselines).
• Sentry toolbar no longer displays by default or appears twice on login.
• Home page settings now behave consistently across top nav and logo clicks.

🚀 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 CP 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!