📋 Your Guide to Archiving in ClearPoint Strategy

Hey there,

We're excited to introduce ClearPoint Strategy's latest enhancement—Archiving! This feature brings a significant improvement to the platform, allowing users to archive Scorecards, reporting periods, and custom fields. With this update, users can experience smoother loading speeds, improved usability, and greater control over their data management.

🗄️ Streamlined Data Management: ClearPoint's Archiving Feature Enhances Usability

At ClearPoint Strategy, we're committed to providing our users with a seamless and efficient experience. The introduction of the archiving feature is a direct response to user feedback, aiming to simplify data management and enhance platform usability. This update reflects our ongoing dedication to delivering a platform that meets the evolving needs of our users.

Effortless Archiving Functionality

Admins can now archive/unarchive items individually from the manage scorecards page, manage reporting periods, and manage custom fields modal. This streamlines the archiving process, making it easier for admins to manage their data efficiently.

Improved Visibility and Accessibility

An option to "show archived" items is available for admins in all relevant management pages, allowing them to easily access archived items when needed. This enhances visibility and ensures that archived data remains accessible whenever required.

Flexible Archiving Options

Admins can unarchive or delete archived items, individually or in bulk, with multi-select checkboxes available. This flexibility empowers admins to tailor their data management approach according to their specific needs, enhancing overall efficiency.

Enhanced Scorecard Archiving

Archived Scorecards are now hidden from the manage scorecard view by default, providing a clutter-free interface for users. This ensures that users can focus on active Scorecards without being overwhelmed by archived ones.

Improved Reporting Period Management

Archived reporting periods are excluded from element data tables and period selectors, streamlining data analysis and reporting processes. This ensures that only relevant data is included in calculations, enhancing data accuracy.

Simplified Custom Field Archiving

Before archiving, users can view the Summary Reports or Detail Layouts that the field is pulled out onto, ensuring informed decision-making. Archived custom fields are removed from detail pages, summary reports, briefing book templates, and any option selections, simplifying data management.

ClearPoint Strategy remains committed to prioritizing user experience and performance optimization with this enhancement. The archiving functionality provides users with greater control over their data, ensuring a more efficient and streamlined platform experience.

Refined functionality and improved user experience are at the forefront of ClearPoint Strategy's commitment to continuous enhancement. Our goal is to empower users with a platform that offers intuitive navigation and efficiency. For any queries or assistance regarding these updates, feel free to reach out to [email protected]. Dive deeper into these powerful features by exploring the ClearPoint Strategy Support Center.

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to meet your strategic management needs. Explore the transformative power of ClearPoint's archiving feature, simplify your data management journey, and unlock new efficiencies. 🌟