🚀 ClearPoint Next 6 Release Highlights!

Hey there,

We’re excited to announce ClearPoint Next version 6! This release includes performance enhancements, deeper improvements to System Setup and Manage Pages, and additional groundwork for improved navigation, exports, and group permissions. We've also resolved a number of key issues—paving the way for a smoother, more reliable CP Next experience.

Here’s what’s new:

✨ Newly Available in CP Next

🧾 Usage Reports Now Available

Admins and Scorecard Admins can now download usage reports for:

• Scorecards & Elements – Get a Last Updated summary across your scorecards and their elements
• Custom Fields – See where and how your custom fields are used
• Briefing Books & HTML Templates – Track last run dates, owners, and usage counts

All reports can be downloaded directly from their respective manage pages and are also delivered to your Alerts tab and email inbox.

📎 Documents: Files, Images & Attachments Pages

You can now manage documents more easily in CP Next through new centralized pages:

• Attachments – View and download any files added to an element’s attachment field
• Images – View and manage images uploaded throughout your account
• Files – Explore all uploaded files, along with metadata like associated elements and upload date

These pages are accessible from the Documents area and support full download, delete, and upload controls.

🛠️ System Setup Enhancements

We’ve continued improving System Setup with more functionality and polish for each of the Admin pages:

• Manage Users – Add/edit users, set scorecard permissions, configure homepages, and track activity
• Groups & Permissions – Create access rules and assign multiple groups with per-element access
• Reporting Periods – Now displays period status indicators (Locked, Archived, Hidden, etc.)
• Reporting Frequencies – Delete and restore frequencies with confirmation
• Fiscal Years – Add/edit/delete fiscal years with visual tag improvements for dark/light mode

📊 Export Enhancements

We’ve restored and refined export functionality for detail and report pages:

• PDF Export now respects layout settings like page size and orientation (as in CP Classic)
• “Export to Excel” is now available for Measures and Reports
• Email reports now include options for page settings and scheduled delivery

🔧 Enhancements and Fixes Across the Platform

🧭 Navigation & Access

• Fixed 404 errors when switching scorecards via top bar, left nav, or Manage Scorecards
• Scorecard home buttons now redirect correctly based on user role and context
• Permissions on Manage Pages now behave correctly for Browser and Updater roles

🗃️ Manage Pages & Reports

• Sort order changes on Manage Reports, Scorecards, and Elements pages now save correctly
• Linked elements now display as expected
• Add/Edit/Delete actions for elements now update in real time (no page refresh needed)
• Breadcrumbs cleaned up (e.g., Diagrams removed from element dropdowns)
• Grid row hover colors now respect theme after dark/light mode changes

🛡️ Groups & Permissions

• Fixed bugs where editing a group rule created duplicates instead of updating
• Deleting one unsaved rule no longer removes all draft rules
• Rules now respect classic logic (e.g., scorecard vs element-level permission options)
• "Hidden Scorecard" UI clarified and rule editor sequence improved

⚙️ System Setup

• Editing reporting periods, frequencies, and fiscal years no longer triggers 404 errors
• “Show Deleted” now properly displays deleted periods and frequencies
• Default reporting period tags now visible again
• Kebab menus in System Settings pages now show correct labels
• Picklists now properly clear when deselected

📤 Exporting & Emailing

• Export-to-PDF no longer shows “unknown error”
• Email body editor improved for workflows
• Email scheduling now respects user timezone
• New email drafts open with better defaults and fewer bugs
• Workflow emails now include copy-to dropdowns and better token support

📁 Documents & Templates

• “Include Linked” toggle in HTML and Briefing Book templates now behaves as expected and saves correctly
• Report period filters now apply properly to Documents pages
• Grid tables display all rows correctly in scorecard columns

🧠 Workflow Improvements

• Creating workflows now checks for required fields (e.g., Reporting Period)
• Email creation and management streamlined
• Disabling and deleting workflows is now possible without refresh
• More intuitive drawer behavior when switching tabs or editing email content

🧱 Visual & Style Fixes

• Accent color changes now apply correctly across the homepage and other non-chart areas
• Enterprise/Professional tag styles now readable in both light and dark mode
• Page pod sizing now consistent between CP Classic and CP Next

🚀 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!