🚀 ClearPoint Next 4.1 Release Highlights!

Hey there,

We’re excited to announce ClearPoint Next version 4.1! This release introduces powerful new features and enhancements for automations, HTML tokens, and scheduling. These updates will streamline your workflow, improve reporting flexibility, and provide more control over your data visualizations.

Here’s what’s new in this release:

✨ Newly Available in CP Next

🗓 Automations: Workflows & Schedules in Table and Calendar Views
Admins and Scorecard Admins can now manage reporting workflows and schedules from intuitive new views. See everything in a sortable table or toggle to a calendar view to spot timing conflicts and patterns with ease. You can view, create, edit, duplicate, delete, preview, and send emails without opening each workflow individually.

📬 Email Schedule & Workflow History Tracking
Each schedule now includes a detailed History tab, giving you a full record of past runs—so you always know what was sent and when.

💡 Calendar View with Filters and Export Options
A new calendar view displays all active schedules and automations by day, week, or month. Filter by type and export to an .ics file to sync with your external calendars.

🧩 HTML Tokens Now Supported in Data Fields
Create flexible, data-driven layouts with HTML tokens in your data fields. These dynamic fields work seamlessly in summary reports, the Manage Elements list view, and inside edit drawers—bringing visual clarity to your most important metrics.

🔧 Enhancements and Fixes Across the Platform

📌 Manage Elements Page Improvements

• Element counts now exclude deleted elements for more accurate reporting.
• Prevented drawers from stacking—no more opening a drawer over another drawer.
• Initiative pods now correctly display initiative names.
• Manage Scorecards now consistently loads all scorecards.

🧾 Export Enhancements

• Page, HTML, and briefing book exports now display progress indicators.
• Series data tables export correctly and no longer appear blank.
• Maps render properly without overlapping across pages.
• Briefing book template drawer now displays Save/Discard buttons.

🧱 Detail Page and Drawer Polishing

• Double-clicking series data tables enters Inline Edit mode as expected.
• Completed Date now appears when marking an initiative complete.
• Percent Complete field now behaves correctly when values are cleared.
• Customization mode is now disabled while editing to prevent conflicts.
• Customization drawer now shows all available pods.

🧮 Scorecard & Report Behavior

• Changes made in pods within Scorecard Detail Reports now reflect immediately upon save.

🚀 Try ClearPoint Next Today

Book a walkthrough to sign up for our Early Access Program today and gain exclusive access to the next era of ClearPoint.

We’re one step closer to full feature parity with ClearPoint Classic—and more updates are coming soon! Thanks for continuing to explore and provide feedback as we refine the CP Next experience.