🚀 ClearPoint Next 4.3 Release Highlights!

Hey there,

We’re excited to announce ClearPoint Next version 4.3! This release introduces brand-new capabilities for diagrams (previously known as strategy maps), emailing pages directly, and exporting reports to Excel—along with key visual updates and reliability improvements. These changes help streamline your workflows and make sharing and managing reports easier than ever.

Here’s what’s new in this release:

✨ Newly Available in CP Next

🗺️ Diagrams — Visualize and Share Strategy Maps

Strategy maps are now available in CP Next as diagrams! You can manage, design, and edit them just like in ClearPoint Current. Add background colors or images, drag and arrange elements, filter by type, and customize how icons and labels display. Diagrams now support:

• Export to PDF from the kebab menu
• Email Page (send as a PDF attachment)
• Favorite and Homepage controls
• A new Discussions drawer for collaborative comments
• Click-through navigation to element detail pages

📧 Email Any Page — Summary Reports, Detail Pages & Diagrams

All report types and detail pages now include an “Email Page” option in the kebab menu. Select recipients, add a subject and message, choose page size and orientation, and send the PDF with a single click—no downloads or extra steps required.

📊 Excel Exports for Summary Reports

Grid layout summary reports now include an “Export to Excel” option from the kebab menu. The export preserves:

• Column groupings and layout
• Reporting frequencies and period labels
• Header colors and custom column styles
• Status formatting via background colors (icon-only status not included)

🔧 Enhancements and Fixes Across the Platform

📈 Chart & Series View Updates

• Switching chart types during preview now preserves settings and structure.
• Series names and reporting periods now save reliably.
• UI fixes: filters, option columns, percent formatting, and kebab menu behavior in Series View are all improved.

🧱 Layout, Report, and Navigation Improvements

• Gantt chart pods now auto-scale to fit visible periods—no unnecessary scrolling.
• Deleted reports can no longer be accessed from the Manage Reports page.
• The “Edit Report Settings” option is now accessible from within summary report pages.
• Email functionality now behaves consistently across summary, detail, and diagram pages.

📁 Automation and Workflow Polishing

• Non-admin users no longer see Automations in the left-hand nav.
• Mark Complete/Incomplete toggles now update properly across workflows and workspaces.
• Reporting workflow toggle buttons no longer overlap table headers.
• Workflow detail pages now load as expected (no more infinite loading).
• Users now see toast notifications when completing the final workflow task.

🎨 Visual Consistency & Settings Fixes

• Primary, secondary, and accent color settings now save and display correctly.
• Evaluation Criteria in project evaluations no longer shows status twice.
• Pod dependencies, category links, and detail page custom fields now load correctly.
• Status icons, favorites, and scorecard-related fields now render as expected.

🛠 General Fixes

• Bulk element adds on Manage Pages no longer throw false error messages.
• Default behavior for adding milestones and objectives is now stable and consistent.
• Updaters no longer have access to HTML Exports, resolving related errors.

🚀 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 us at [email protected] — we’ll get you set up!

We’re continuing to bring ClearPoint Next closer to full feature parity with ClearPoint Classic, with even more improvements coming soon. Thank you for your continued feedback as we shape the future of strategy management together!