Hey there,

We’re excited to announce ClearPoint Next version 6.1! This release includes improvements across reports, schedules, AI, automation, and detail page layouts. These changes continue to refine performance, eliminate bugs, and move ClearPoint Next closer to full parity with Classic.

Here’s what’s new:

🔧 Enhancements and Fixes Across the Platform

🧾 Reports & Exports

• Previewing a Briefing Book now opens only one tab (instead of one correct + one 404)
• HTML Export → “Link Report” button opens the correct page
• Footer preview now loads as expected in Briefing Book edit drawer
• PDF Exports now render properly when zoom is below 100%
• Long text fields now wrap to the next line in detail views
• Recipients tab now accessible when editing a Briefing Book or HTML Export

📅 Schedules & Automation

• Fixed issue where schedules could be created without required fields
• Calendar picker no longer selects the wrong date when the time is set after 6pm
• Deleted schedules now remove correctly
• Fixed page freeze when creating a new schedule
• Automation breadcrumbs now route correctly (no more blank pages)

🖥️ Manage Pages & Elements

• Initiative and Milestone % Complete values now update correctly (drag or type)
• Elements added via the “Add New” modal now save and show as expected
• Page Breaks in layout editors now save and persist correctly
• Owners field now loads faster in large accounts and supports filtering
• HTML with Data field saves no longer hide left nav items
• Layout updates on workspaces now apply immediately (no refresh needed)
• Series drawer → AI Assistant button now shows in the correct position and label

🧠 AI Tools & Evaluations

• AI Evaluations no longer appear blank or disappear after completion
• Analysis and Recommendation pods support pasting/adding images
• AI prompt no longer triggers “Unsaved Changes” popup
• Evaluation modal now shows AI-generated suggestions again

🔐 Permissions & User Management

• Manage Scorecards page no longer crashes for non-admin roles
• New user creation/edit bugs resolved (homepage issues, crash on role change, deletion failures)
• Fixed layout ID error when assigning homepage to a new user

⚙️ System Setup Improvements

• Reporting Period, Frequency, and Fiscal Year drawers no longer trigger 404s on Save
• Period picker now defaults to correct labels (e.g. “Feb-24” rather than frequency name)
• “Success Portal” now loads correctly

🧩 Navigation, Theming, and Layout Fixes

• Switching themes now properly updates hover highlight colors in breadcrumbs
• Breadcrumbs no longer include “Diagrams” for elements
• Switching scorecards no longer shows 404 (from name button or dropdown)
• Scorecard layout changes now reflect immediately (no refresh needed)

⌨️ New Keyboard Shortcuts

You can now use handy keyboard shortcuts across detail pages and drawers:

• Ctrl+E: Open Edit Drawer
• Ctrl+L: Layout Mode
• Ctrl+H: History
• Ctrl+Shift+E: Export PDF
• Esc: Close Drawer
• Ctrl+S: Save & Close
• Ctrl+Shift+S: Save only

🚀 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!

Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.43! This release brings updates that improve export quality, layout consistency, and multi-scorecard usability.

Here’s what’s new in this release:

🖼️ Cleaner Chart Titles in Briefing Book Exports
Long chart titles are now gracefully truncated in PDF exports, ensuring titles don’t extend beyond the page margins. This keeps your visual reports tidy and professionally formatted.

📋 HTML Exports with Full Navigation

HTML exports that include reports from multiple scorecards now provide top navigation links—without requiring a Scorecard Detail Report from each one. Users can access all included scorecards with ease.

These updates reflect our continued focus on stability, precision, and intuitive functionality. If you have any questions, reach out to us at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

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!

Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.42! This release focuses on visual consistency, smoother bulk operations, improved usability across automation tools, and bug fixes prioritized from customer feedback. It brings further polish and stability to key parts of the ClearPoint platform.

Here’s what’s new in this release:

📊 Smarter Chart Display for Long Titles

Charts now handle long measure or title names more gracefully with ellipses, keeping layouts clean and charts consistently sized—even in data grids and dashboards.

🔄 Bulk Script Stability for Large Updates

Previewing and running bulk scripts with large volumes of changes now works without freezing or crashing. Whether you’re editing a handful or hundreds of elements, your bulk changes will run smoothly.

🔧 Easier Chart Editing with Clean Feedback

When saving chart edits, you’ll no longer see an unnecessary error message—just a seamless save experience, even behind the scenes.

📅 Automation Tools with Sharper Precision

• Reminders: Element filters now return results for the correct element type, so your reminders target exactly what you intend.
• Reporting Workflows: Milestones now display only once in the element selector, simplifying configuration.

🧩 Improved UI Consistency in Scorecards

Duplicated scorecards now display properly in Manage Scorecards, restoring visibility and access to cloned content.

📄 Export Fixes for Action Items & Risks

Default Action Item and Risk reports now display the appropriate period information, keeping your exports clear and aligned with your reporting schedule.

📈 Better Chart Titles in HTML Exports

Chart titles in HTML exports now wrap more naturally, reducing large spacing blocks and ensuring better alignment across different screen sizes.

These updates reflect our continued focus on stability, precision, and intuitive functionality. If you have any questions, reach out to us at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.41! This release enhances platform reliability and improves automation and dashboard behavior—making it easier to create, manage, and share insights.

Here’s what’s new in this release:

🔁 Accurate Element Filtering in Reminders

When configuring reminder automations, selecting a specific element type (like Measures or Initiatives) now correctly displays only those results—ensuring you're sending updates to the right owners without confusion.

📬 Streamlined Reminder Setup for Milestones & Initiatives

Milestones are now listed only once in the Elements selector for reminders, and selecting Initiatives correctly includes them in scheduled notifications. This simplifies setup and reduces errors.

📊 Cleaner Dashboard Exports with Data Grids

Exported scorecard detail reports that include a Data Grid no longer introduce extra page breaks or blank space when more than one row of charts is displayed. This ensures smoother layout continuity in PDF exports.

📝 Accurate Element Naming in My Updates Pod

The My Updates pod now displays element names using your organization’s custom naming conventions, providing consistency between configuration and day-to-day use.

🧱 Duplicated Scorecards Now Display Properly

When duplicating a scorecard, the new copy reliably appears in the Manage Scorecards view, allowing users to confirm successful duplication without additional refreshes or troubleshooting.

These updates reflect our continued focus on stability, precision, and intuitive functionality. If you have any questions, reach out to us at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

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!

Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.40! This release enhances platform accuracy, improves layout consistency, and resolves several nuanced issues that surfaced through both internal QA and customer feedback.

Here’s what’s new in this release:

🖼️ Custom Naming Now Displays in “My Updates”

Your organization’s custom element names will now consistently appear in the My Updates pod, improving clarity and alignment with your preferred terminology.

📋 Chart Pods Display by Default for New Measures

Newly created measures correctly include chart pods when a default layout is configured. This ensures a consistent visualization experience across your team.

📈 Default Series Display Properly for New Initiatives

When creating new initiatives via Data Loader, default project evaluation series now display immediately—no need to reload the detail page to see them.

🧩 Element Naming in Multiple Languages Respected

ClearPoint now respects your configured naming conventions and translations across workspaces and pods, allowing for clearer multilingual support.

These updates are part of our ongoing commitment to making ClearPoint more predictable, flexible, and tailored to your organization’s strategy execution needs.. If you have any questions, don’t hesitate to reach out to us at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 5.1! This release includes key improvements across AI, reports, exports, system settings, and more. We’ve made major progress toward a smoother and more reliable CP Next experience—especially for admins working in System Setup and users leveraging AI.

Here’s what’s new:

✨ Newly Available in CP Next

🗃️ Recycle Bin

Admins and Scorecard Admins can now manage deleted elements from a new centralized Recycle Bin page. Restore or permanently remove objectives, measures, initiatives, and more—with filters and search to help you find what you need.

🧾 Revision History Enhancements

Admins can now export the most recent 10,000 logs from the Revision History page, providing a complete snapshot of account-wide changes for auditing or analysis.

The Element Revision History also supports reverting individual field changes—so you can undo errors or easily recover from unwanted updates.

🛠️ System Setup: Expanded Admin Pages

System Setup now includes five new admin pages that will continue rolling out over future updates. In this release, admins can 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.

🧠 AI Improvements

We’re continuing to refine AI tools based on your feedback. This release includes fixes to improve:

• Prompt behavior for Analyze Strategy and planning frameworks (SWOT, BSC, etc.)
• Chart creation and updates using natural language
• Series calculation suggestions
• Stability when interacting with AI on chart or series tabs

🔧 Enhancements and Fixes Across the Platform

🗃️ Reports & Exports

• Gantt Charts embedded in Grid Reports now display correctly
• Grid Report search bars now filter results as expected
• HTML/Briefing Book “Generate” modal launches properly from the kebab menu
• Document archive table now displays delete buttons correctly (instead of undelete)

📋 Manage Pages & Elements

• “Manage Elements” page now handles empty lists gracefully
• Scorecards and Elements now correctly respect lock settings (no new items or inline edits)
• Series View loads element names properly
• Data type changes in Series View reflect after save (without requiring page reload)
• Milestones can now be successfully added to Initiatives again

📈 Gantt Charts

• Gantt chart hover animations (like percent complete circles) behave correctly
• Week/quarter labels now display as W1/W2/Q1/Q2 for clarity
• Advanced Project Management features now only appear in the dedicated Gantt view

⚙️ System Setup Improvements

• Fixed 404 errors when accessing QBRs, Snapshots, and Custom Fields
• Snapshots and Custom Fields now show proper labels (Deleted/Archived)
• Toggle support added to hide/show deleted or archived items
• Custom Fields creation, editing, sorting, and deletion behavior restored
• Expiration date now matches the Provisioning Console

🔁 Other Fixes

• SSO logins no longer redirect to CP Next without authenticating
• Alerts now display toast notifications and update the alert bell immediately
• Opening Briefing Book or HTML templates now defaults to the correct tab
• Editing drawers now open to the correct context (Scorecard vs. Measure, etc.)
• Chart color or chart-type changes requested via AI no longer disappear or fail silently

🚀 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!

Hey there,

We’re excited to introduce ClearPoint Strategy version 16.5.39! This release improves system reliability, refines user interface behavior, and addresses key issues surfaced by customers and internal QA—ensuring a smoother, more intuitive experience across the platform.

Here’s what’s new in this release:

🔗 Microsoft Teams Integration Now Authenticates Correctly

Users can now log into the Microsoft Teams integration without error. The connection process has been updated to ensure secure, seamless collaboration.

🧭 Home Page Restriction Settings Now Persist

When system admins enable “Prevent Users from Changing Home Page” in System Settings, the setting is now saved as expected—ensuring consistent landing pages for all users.

📉 Consistent Chart Display in Reference Pods

Charts added to page layouts via reference pods now display at full width, improving visibility and ensuring layouts look the way you intended.

🗺️ Strategy Maps Load Reliably

Strategy Maps now load properly, restoring access to your high-level planning visuals.

🔍 Improved Search Support for Numbers and Punctuation

Top Search now returns accurate results for element names that include numbers or punctuation, making it easier to find what you need regardless of naming conventions.

📊 Dashboard Charts Respect Scorecard Selections

Charts are now only displayed in dashboards when their corresponding scorecards are selected—keeping reports focused and accurate.
Affected Customer: Southern Ohio Medical Center

📄 Gauge Charts Export Cleanly to PDF

These enhancements continue our commitment to improving ClearPoint’s usability, stability, and performance across all parts of the platform. If you have any questions, don’t hesitate to reach out to us at [email protected].

Thanks for using ClearPoint, and stay tuned for more updates! 🚀

Hey there,

We’re excited to announce ClearPoint Next version 5! This release delivers a smoother user experience with improvements across Gantt charts, Briefing Book exports, edit interactions, and foundational admin tools. We’ve also introduced a beta preview of the new System Setup, with more to come soon.

Here’s what’s new:

✨ Newly Available in CP Next

🛠️ System Setup (Beta Preview)

We’re introducing a new centralized hub for admins to manage account settings in CP Next. While only the overview pages are available to preview in this release, full configuration functionality is on the way!

These pages are available for preview:

• Account Settings
  Manage organization details, user roles, and account preferences.
• Customizations
  Personalize fields, labels, and visual elements to match your organization’s needs.
• Integration
  Set up and manage connections with external systems and data sources.
• Reports
  Configure report templates, sharing settings, and automated report generation.
• Security
  Control authentication, access permissions, and security protocols.

📊 Advanced Project Management: More Tools Unlocked

Several enhancements have been made to improve the Gantt Chart experience and streamline project management:

• Resource Planning
  Assign users to Milestones with % allocations. Track effort over time and ensure proper capacity planning.
• Resource Planning Report
  View a table of resource allocations across users and milestones with monthly and FTE breakdowns.
• Percent Complete Rollups
  Smarter rollup logic automatically calculates % complete at the Initiative level without relying on calculated fields.
• Critical Path View
  Highlight tasks that form the critical path in your Gantt charts for clearer schedule impact analysis.

Note: These features require Advanced Project Management to be enabled in your account’s feature configuration. Reach out to your account manager for more information.

🔧 Enhancements and Fixes Across the Platform

📄 Briefing Books & Reports

• Briefing Book exports now generate correctly without blank pages.
• Scorecards tab in Briefing Book setup correctly reflects selected content and layout selections.
• Report editing language is now consistent—"Customize Layout" is used across pages for clarity.

🗂️ Gantt Charts

• Baseline and Constraint columns are no longer dependent on toggle options to appear.
• “Show Baselines” no longer triggers unnecessary errors if data is missing.
• Drag-and-drop of task bars is now supported, along with double-click inline editing.
• Owner columns and task status indicators display as expected.
• Gantt chart option selections now persist on refresh.

⚙️ Scorecards, Layouts, and Navigation

• Scorecard duplication works as expected, and default homepage behavior has been stabilized.
• Scorecard statuses are now visible, with plans for future customization.
• Duplicate view names are now prevented on Manage Pages.
• Custom element names (e.g., Risks) now display correctly in navigation and views.

✏️ Editing & Drawer Behavior

• Edit drawers now load the correct context—even when switching between elements or modules.
• Linking drawers properly default to the current scorecard (even if no categories are set).
• Constraints and auto-scheduling behavior now match Classic logic more closely.

💬 AI & SSO

• SSO logins now work correctly when redirected to CP Next.
• Editing or creating elements via the AI assistant no longer shows technical IDs unnecessarily.
• AI no longer navigates to a design screen when attempting to create new elements.

🚀 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!