Clear Impact is focused on making 2024 a year filled with high-impact product improvements across the Scorecard platform. Take a look at the notes below to see what we've done!
Quarter 1 2024 (January - March 2024)
NEW
New Add "Object Lookup" to "Object" Dropdown in Top Navigation Menu
- What is it? Users and administrators are not always sure what type of object they are searching for (Scorecard, Container, Measure, Action or Tag) and have requested an method of searching for an object across the various Object categories. Users can now access and the "Object Lookup" tool, located in the top navigation dropdown option for Object and can search by Object name or ID.
- When a user types in the name of the Object or ID into the search box, the results page will show any objects that match the search criteria under Scorecards, Containers, Measures, Action and Tags)
- If a result is within the instance the user is currently logged into then they can click the hyperlinked object name and will be navigated directly into the object.
New Add Setting to Scorecard Settings Allowing User to Set Default Level for Expanded-View for Embed View
- What is it? While Scorecards are set to a default level of expansion, users have requested the ability to determine the level of the expanded view for embedded scorecards. Clear Impact has added this capability as a new setting in Scorecard General Settings, and users can now determine how much expanded data they would like to display be default for any embedded scorecard.
- The new "Default Expanded-View Level for Embed View" setting is located in Scorecard General Settings.
- When the user moves the slider to the right, the scorecard preview displays an example of the level of expansion that the embedded scorecard will display in when users access and are viewing the embed page.
New Add Card for List of Instances to Scorecard User Dashboard
- What is it? Users can sometimes belong to more than one scorecard instance and navigating when in scorecard can be a challenge. To create greater ease-of-use in accessing their various instances for our customers, Clear Impact has added a panel on the Scorecard homepage that now lists all of the instances an users is active in. The user can navigate to any instance by clicking on the name of the instance from the "My Instance" panel the bottom right side of their Scorecard homepage.
- Instance codes are hyperlinked so that users can navigate directly to them, the user will also see the full name of the instance displaying under the "Name" column
New Add Read-Only Preview of Scorecard Permission to User Page in Control
- What is it? In Control, Administrators can see some information about user accounts but they are not able to see the permissions that have been assigned to the user in Scorecard User Permissions. Clear Impact has now made a preview of permissions assigned in Scorecard User Permissions that will display in the Control view of the User account.
- With this preview the Administrator can see what permissions the user has been granted access to and they can click the "Edit @ Scorecard" link to go directly into the Scorecard User Permissions page in the Scorecard to update the permissions for the user as needed.
New Add Updates to Enhance Ease of Use for Making Images and Files in Notes and Descriptions Public for Embed View
- What is it? When users upload files to Notes and Description sections of Scorecard related objects, those files (commonly images) are set to "Private" by default. Clear Impact has added improvements to make files uploaded into Notes and Description sections of scorecard related objects public by default when the file is being uploaded. A cross check for public files has also been added when a user goes to access the embed link to ensure that all files that will be shared through the embed are set to public.
- "Copy..." buttons now display under the embed link for greater ease-of-user
- After clicking "Copy..." button, user sees message to make files public if not all files are set to public that will be made available through the embed
- If user clicks "Yes, make all files public" the system will automatically update file setting and will ensure all files are public that are accessible through the embedded link.
New Made Scorecard Description Collapsible
- What is it? The "Description" section located at the top of a scorecard is now collapsible and users viewing the scorecard within the product can click the arrow icon that displays above the description to collapse or expand as needed.
New Added Scorecard Indicator to Relationship Section in Measure View
- What is it? Previously, when viewing the Relationship section of a Measure, users could see the Container that a measure was included in but not the scorecard that the Container belonged to. This release introduces an additional indicator in the "Relationship" section of a Measure that now shows the scorecards each Container is included in, giving users more insight into the full setup of a Scorecard. Users can also navigate directly to the Container or Scorecard housing a measure by clicking on the listed name for the Container or Scorecard.
New Added Green Dot to Display for All Calculated Measures
- What is it? In the past green or red dots would display in the scorecard view next to calculated measure with multiple child measures reporting various data entry periods in a calculation. With this hot fix a green dot now appears next to all calculated measures and will display red for calculations where the child measures do not all have the same reporting periods for data entry. Red dot indicators will continue to display for calculated measures where the child measures do not all have the same reporting periods of data.
New Added New Options to Graph Settings for Default Graph Periods and Default Graph Type
- What is it? Users can now define their preference for the options "Default periods to display in graphs" and "Default Graph Type" in their Administrator menu choice for Graph Settings, this will then apply the settings to all graphs so that user does not have to apply the default settings to each individual graph.
- New option displays in Graph Settings for "Default periods to display in graphs"
- New option displays for Graph Settings for "Default Graph Type" with Options: Bar, Line
New Added Completion Date to To-Dos
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- What is it? In the past users were able to indicate that a ToDo was complete but a "Complete Date" was not saved or displayed for ToDos that were marked complete. A new "Completion" column has been added to ToDos that shows the status of a ToDo, allows the user to click a "check" icon to indicate when complete and captures and displays the completion date of a ToDo.
- "Completion" column now displays as a column for To-Dos when creating a new ToDo
- "Completion" column shows "In Progress" until user clicks the "check" icon
- User can click the "check" icon when they are ready to mark ToDo as "Complete"
- User can see completion date when viewing ToDo under the "Show Completed" button
- What is it? In the past users were able to indicate that a ToDo was complete but a "Complete Date" was not saved or displayed for ToDos that were marked complete. A new "Completion" column has been added to ToDos that shows the status of a ToDo, allows the user to click a "check" icon to indicate when complete and captures and displays the completion date of a ToDo.
New Added Prompt added to "+Existing Measure" and "+Existing Variable" screen in measure view that allows user to include selected measures as Comparee
New Tab for most recent invoice is now available in Control under "Billing" tab
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- What is it? In the past, when adding child measures to a parent measure, users have had to add a measure twice through the "+Existing Measures" modal to include it as an aggregated or disaggregated measure and to also include it in the "Measures to Compare on Graph" section of the parent measure. To eliminate the extra steps, we have added a prompt to the "+Existing Measures" modal that will allow users to also include the child measure in the "Measures to Compare on Graph" section at the time they are selecting child measures to add to the parent measure.
- This prompt has also been added to the "Existing Variable" modal so that users adding existing variable measures will be able to include them in the "Measures to Compare on Graph" section at the time the child measures are added to the parent measure
- What is it? In the past, when adding child measures to a parent measure, users have had to add a measure twice through the "+Existing Measures" modal to include it as an aggregated or disaggregated measure and to also include it in the "Measures to Compare on Graph" section of the parent measure. To eliminate the extra steps, we have added a prompt to the "+Existing Measures" modal that will allow users to also include the child measure in the "Measures to Compare on Graph" section at the time they are selecting child measures to add to the parent measure.
New Tab for most recent invoice is now available in Control under "Billing" tab
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- What is it? A new Performa Invoice tab is available for Customers with paying subscription in Control, under the "Billing" > "Subscription" top navigation menu options, that allows them to see their most recent invoice. This will help provide easy access to customers requesting to see their invoice and Customer Success in accessing quick details related to customer invoices.
