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Compyle Documentation
Scorecard Documentation
Getting Started
Scorecards
Scorecard Objects
Entering Scorecard Data and Notes
Viewing or Editing Scorecard Objects and Data
Actions
Reports
Tools
Site-Level Settings
API
Upgrade Notes
FAQ (Scorecard)
Scorecard Video Tutorials
Upgrade Videos
Training Videos
Compyle Documentation
Compyle Overview
Participants, Households, and Organizations
Data Collection
Analytics
Administration
Administration - Forms and Fields
Scorecard Feeds
Compyle Release Notes
FAQ (Compyle)
Referral Network (Compyle-to-Compyle Referrals)
Compyle Video Tutorials
Compyle Overview Videos
Upgrade Webinars
Control Documentation
Control Overview
Control for Users
Control for Administrators
Clear Impact Suite Overview
Suite Release Notes
Unlimited Suite Documentation
Suite Implementation Materials
Managing Partner/Child Sites
Rolling Up Data Across the Unlimited Suite Network
Clear Impact Live Training
Free and Customized Training
Software Courses
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Help Center
Compyle Documentation
Scorecard Documentation
Getting Started
Scorecards
Scorecard Objects
Entering Scorecard Data and Notes
Viewing or Editing Scorecard Objects and Data
Actions
Reports
Tools
Site-Level Settings
API
Upgrade Notes
FAQ (Scorecard)
Scorecard Video Tutorials
Upgrade Videos
Training Videos
Compyle Documentation
Compyle Overview
Participants, Households, and Organizations
Data Collection
Analytics
Administration
Administration - Forms and Fields
Scorecard Feeds
Compyle Release Notes
FAQ (Compyle)
Referral Network (Compyle-to-Compyle Referrals)
Compyle Video Tutorials
Compyle Overview Videos
Upgrade Webinars
Control Documentation
Control Overview
Control for Users
Control for Administrators
Clear Impact Suite Overview
Suite Release Notes
Unlimited Suite Documentation
Suite Implementation Materials
Managing Partner/Child Sites
Rolling Up Data Across the Unlimited Suite Network
Clear Impact Live Training
Free and Customized Training
Software Courses
Compyle Documentation
Knowledge base articles that demonstrate how to use Compyle.
Compyle Overview
Intro to Compyle Software
User Interface
Participants
Organizations
Data Collection
Analytics
Compyle Executive Summary
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Participants, Households, and Organizations
What are Participants, Households, and Organizations?
Creating a Participant
Creating an Organization
Search: The All Participant and Organization Lists
Filtering the Participants or Organizations List
Working with Participant and Organization Records: View, Edit, Archive, Delete, Restore
Folders: Viewing Participant or Organization Activity
Participant and Organization Groups
Households: Language & Link Rules
Households: Creating, Editing, and Updating Participant-Household Relationships
Automatic Participant Setup
Importing Participants and Organizations
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Data Collection
What are Data Collections, Surveys, and Instances?
My Downloads
Data Collection List
Creating a Data Collection
Creating a Survey Form for Data Collection
Adding Questions to a Survey / Data Collection Tool
Adding Participants to a New Survey / Data Collection Tool
Responder Types for Survey Forms and Note Type Forms
Default Forms for New Survey Responders
Anonymous Responses
Survey Forms and Note Forms - Form Management Folder
Starting the First Survey / Data Collection Tool Instance, and Emailing Participants
Notifying Participants of a Survey / Data Collection Tool Instance via URL
Participant Survey / Data Collection Tool Responses
Completing a Survey / Data Collection Tool on Behalf of Participants
Creating Additional Survey / Data Collection Tool Instances
Editing Survey / Data Collection Tool Details or Questions
Adding or Changing Participants for a Survey / Data Collection Tool Instance
Receiving External Referrals
(Prior to June 2022) Participant Instructions
Searching for a Survey Form by Name
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Analytics
What is a Compylation?
Compylations List
Creating a Compylation
Creating One or More Calculations
Types of Calculations
Editing a Calculation
Filtering Calculation Results
Segmenting Calculation Results
Creating a Compylation from a Note Type
Creating Participant Outcomes
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Administration
Compyle Site Instance Settings
Manage Users
Manage Roles
Restricting Access with Groups
Households, Participants, and Permissions
Manage and Merge Duplicates
Archiving and Restoring Records
Clear Impact Control
Data Downloads
Alert Templates
Email Templates
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Administration - Forms and Fields
Organizing Information in Compyle
Participant and Organization Fields
Standard Participant and Organization Fields
Custom Participant and Organization Fields
How to Implement Households in Compyle
Compyle Field Types
Form Do's and Don'ts
Duplicate Check for Participants and Organizations
Form Logic Rules: Conditional Logic for Survey Forms and Note Forms
Form Logic: Tips & Tricks
Form Logic: Troubleshooting
Note Type Forms & Standard Notes
Time Periods and Frequencies
Public Forms: Custom Participant/Organization Intake Forms
Program Process Analysis: Getting to Know a Program Before Building Forms for It
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Scorecard Feeds
What is a Scorecard Feed?
Setting Up Scorecard Measures
Setting up Calculations for Scorecard Feeds
Creating a Scorecard Feed
Scorecard Feeds List
Feeding Data to Scorecard (Scheduling Data Transfer)
Scorecard Measures with Scorecard Feeds
Archiving a Scorecard Feed
Troubleshooting Scorecard Feeds
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Compyle Release Notes
Compyle Release Notes: Hotfix 11 May 2025
Compyle Release Notes: Households & Household Linking - April 2025
Compyle Household Linking: Apr. 2025 - Slide Deck
Compyle Hotfix Releases February 2025
Compyle Export Filters & More Release - February 2025
Compyle Export Filters Upgrade Slide Deck - February 2025
Compyle Release Notes - January 2025
Compyle Release Notes - December 2024
Compyle Import Upgrade Webinar - Dec. 2024 & Jan. 2025 releases - Slide Deck
Compyle: Release Notes - November 2024
Compyle Release Notes: August 2024 Upgrade
Compyle August Upgrade Webinar Slide Deck - August 2024
Compyle Release Notes: Optimization & More - May 2024
Compyle Spring Upgrades Webinar Slide Deck - April & May 2024
Compyle Spring Cleaning Release Notes - April 2024
Compyle Release Notes: Form Logic & Form Management Layout - February 2024
Compyle Form Logic Upgrade Webinar Slide Deck - Feb. 2024
Compyle Release Notes - Sections for Survey Forms and Note Forms: Nov. 2023
Compyle Nov. 2023: Fields, Formatting, and Files - Upgrade Webinar Slide Deck
Compyle Release Notes - Hotfix Mini Release: Sept. 2023
Compyle Release Notes - Fields, Files, and Formatting: August 2023
Compyle Aug. 2023: Fields, Formatting, and Files - Upgrade Webinar Slide Deck
Compyle Duplicate Check Upgrade Webinar Slide Deck
Compyle Release Notes - April/May 2023
Compyle Release Notes - February 2023
Compyle Upgrade February 2023 Webinar - Slide Deck
Compyle Release Notes - Winter 2022
Compyle Upgrade Winter 2022 Webinar - Slide Deck
Compyle Hotfix Release Notes Sept. 2022
Compyle Release Notes - September 2022
Compyle Upgrade Webinar Slides - Sept. 2022
Compyle Release Notes - Summer 2022
Compyle Upgrade Webinar Slides - Summer 2022
Compyle Release Notes - Spring 2022
Compyle Release Notes - Winter 2021-2022
Compyle Upgrade Webinar Slides - Winter 2021-2022
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FAQ (Compyle)
Sending Out Surveys
Printing Compyle Forms and Records
Accessing Compyle Downloads and Exports
Exporting Charts and Summaries from Compylations
Data Migration Process
Free Tier Compyle Sites
Adding Organizations to My Site
Why is the Field Count Different in Different Places in Compyle?
Translating Forms in Compyle
Privacy Regulations & Security Certifications
Recaptcha - Verifying New Participants, Anonymous Responders, and Organizations
Safety & Security: What Tools Does Compyle Have for Managing and Monitoring Access to Client Information?
What's Next for Compyle?
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Referral Network (Compyle-to-Compyle Referrals)
Managing the Referral Network: Compyle-to-Compyle Referrals
Making Referrals: Referring Participants Through the Compyle-to-Compyle Referral Network
