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June 2025

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ClearPoint Strategy API

  • Elements
    • Scorecards
      • List scorecardsget
      • Create scorecardpost
      • Delete scorecarddel
      • Get scorecardget
      • Edit scorecardput
      • Get scorecard languageget
      • Get scorecard measure dataget
      • Get scorecard menuget
      • Sort elementspost
    • Scorecard Status
      • Get scorecard statusget
      • Update scorecard statusput
    • Collections
      • List scorecard action itemsget
      • List scorecard chartsget
      • List scorecard custom fieldsget
      • List scorecard initiativesget
      • List scorecard measuresget
      • List scorecard milestonesget
      • List scorecard objectivesget
      • List scorecard risksget
    • Categories
      • Delete categorydel
      • Get categoryget
      • Edit categoryput
      • List category linksget
      • List categoriesget
      • Create categorypost
    • Objectives
      • List objectivesget
      • Create objectivepost
      • Delete objectivedel
      • Get objectiveget
      • Edit objectiveput
      • Get objective custom fieldsget
      • Get objective evaluationsget
      • Get objective linksget
      • Get objective reference seriesget
    • Objective Status
      • Get objective statusget
      • Update objective statusput
    • Measures
      • List measuresget
      • Create measurepost
      • Delete measuredel
      • Get measureget
      • Edit measureput
      • Get measure custom fieldsget
      • Get measure linksget
    • Measure Series
      • Delete measure seriesdel
      • Get measure seriesget
      • Edit measure seriesput
      • Get series calculation mapget
      • List measure seriesget
      • Create measure seriespost
      • Get measure reference seriesget
    • Measure Data
      • Get measure dataget
      • Update measure datapost
      • Get grid measure dataget
      • Get measure periodsget
      • Recalculate measurepost
    • Measure Status
      • Get measure statusget
      • Update measure statusput
    • Charts
      • List chartsget
      • List embedded chartsget
      • Get chartget
      • Edit chartput
      • Create chartpost
      • Delete chartdel
    • Initiatives
      • List initiativesget
      • Create initiativepost
      • Delete initiativedel
      • Get initiativeget
      • Edit initiativeput
      • Get initiative custom fieldsget
      • Get initiative Ganttget
      • Get initiative linksget
      • Get initiative reference seriesget
      • List chartsget
      • Create chartpost
    • Initiative Status
      • Get initiative statusget
      • Update initiative statusput
    • Milestones
      • List milestonesget
      • Create milestonepost
      • Get milestoneget
      • Get milestone custom fieldsget
      • Get milestone linksget
      • Edit milestoneput
      • Get milestone reference seriesget
      • Delete milestonedel
      • List chartsget
      • Create chartpost
    • Milestone Status
      • Get milestone statusget
      • Update milestone statusput
    • Action Items
      • List action itemsget
      • Create action itempost
      • Delete action itemdel
      • Get action itemget
      • Edit action itemput
      • Get action item custom fieldsget
      • Get action item linksget
      • Get action item reference seriesget
      • Create chartpost
      • List chartsget
    • Action Item Status
      • Get action item statusget
      • Update action item statusput
    • Risks
      • List risksget
      • Create riskpost
      • Delete riskdel
      • Get riskget
      • Edit riskput
      • Get risk custom fieldsget
      • Get risk linksget
      • Get risk reference seriesget
      • Create chartpost
      • List chartsget
    • Risk Status
      • Get risk statusget
      • Update risk statusput
    • Goals
      • List goalsget
      • Create goalpost
      • Delete goaldel
      • Get goalget
      • Edit goalput
      • Get goal custom fieldsget
      • Get goal linksget
    • Key Results
      • List key resultsget
      • Create key resultpost
      • Delete key resultdel
      • Get key resultget
      • Edit key resultput
  • Element Fields
    • Bulk edit elementspost
    • Get elementget
    • Get scorecard fieldsget
    • Get objective fieldsget
    • Get measure fieldsget
    • Get initiative fieldsget
    • Get milestone fieldsget
    • Get actionItem fieldsget
    • Get risk fieldsget
    • Get field historyget
  • Personalization
    • Views
      • List viewsget
      • Create viewpost
      • Delete viewdel
      • Get viewget
      • Import / export viewpost
      • Edit viewput
    • Workspaces
      • Create Workspacepost
      • Edit Workspaceput
      • List Workspacesget
      • Delete Workspacedel
      • Get Workspaceget
    • My ClearPoint
      • Get My Mentionsget
      • Get My Profileget
      • Get My Favoritesget
      • Get My Scorecardget
      • Get My Updatesget
      • Get My Editsget
    • My Favorites
      • Toggle favoritepost
      • Check favoriteget
  • Collaboration
    • Comments and Mentions
      • List commentsget
      • Add commentpost
      • Delete commentdel
      • Get commentget
      • Edit commentput
      • Toggle mention statusput
    • Approvals
      • List My Approvalsget
      • Get approvalget
      • Edit approvalput
    • Workflows
      • List workflowsget
      • Create workflowpost
      • Delete workflowdel
      • Get workflowget
      • Edit task completionpost
      • Edit workflowput
      • Send workflow reminderpost
      • Get workflow statusget
      • Complete Workflow Taskpost
    • Workflow Emails
      • Delete workflow emaildel
      • Get workflow emailget
      • Sends a workflow emailpost
      • Edit workflow emailput
      • List workflow emailsget
      • Create workflow emailpost
    • Peer Sharing
      • List peer groupsget
      • Get peer group membersget
      • List peer group measuresget
      • Get peer measureget
      • Add peer measurepost
      • Get peer measure dataget
      • Get peer measure seriesget
      • Get peer measure previewget
  • Reporting
    • Diagrams
      • List diagramsget
      • Create diagrampost
      • Delete diagramdel
      • Get diagramget
      • Edit diagramput
    • Templates
      • List templatesget
      • Create templatepost
      • Delete templatedel
      • Get templateget
      • Edit templateput
    • Reports
      • List reportsget
      • Create reportpost
      • Delete reportdel
      • Get reportget
      • Edit reportpost
      • Edit reportput
    • Summary Reports
      • Get report columnsget
      • Get summary report columnsget
      • List summary reportsget
      • Create summary reportpost
      • Delete summary reportdel
      • Get summary reportget
      • Edit summary reportput
      • Get summary report elementsget
      • Get matching elementsget
    • Scorecard Reports
      • List scorecard reportsget
      • Create scorecard reportpost
      • Delete scorecard reportdel
      • Get scorecard reportget
      • Edit scorecard reportput
      • Get scorecard report elementsget
      • Get layout elementsget
    • Maps
      • Create mappost
      • Delete mapdel
      • Get mapget
      • Edit mapput
      • List scorecard mapsget
    • Detail Pages
      • Get detail layoutget
      • Edit detail layoutpost
      • Get print detail layoutput
      • List detail page podsget
  • Files
    • Files
      • List filesget
      • Create filepost
      • Delete filedel
      • Get fileget
      • Upload filepost
    • Attachments
      • List attachmentsget
      • Create attachmentpost
      • Delete attachmentdel
      • Get attachmentget
      • Edit attachmentput
    • Images
      • List imagesget
      • Upload imagepost
      • Delete imagedel
    • Exports
      • List exported pagesget
      • Add or delete exported pagepost
      • Delete exportdel
      • Get page exportget
      • Edit page exportput
  • Automation
    • AI Assistants
      • List conversationsget
      • Create conversationpost
      • Delete Conversationdel
      • Get conversationget
      • List Threadsget
      • Delete Threaddel
      • Get Threadget
      • Update Threadput
    • Schedules
      • Get next schedulesget
      • Get scheduled packagesget
      • List schedulesget
      • Create schedulepost
      • Delete scheduledel
      • Get scheduleget
      • Create schedulepost
      • Edit scheduleput
    • Scripting
      • List scriptsget
      • Create scriptpost
      • Delete scriptdel
      • Get scriptget
      • Edit scriptput
      • Bulk edit elementspost
    • Integrations
      • List integrationsget
      • Create integrationpost
      • Delete integrationdel
      • Get integrationget
      • Run integrationpost
      • Edit integrationput
    • Webhooks
      • List webhooksget
      • Create webhookpost
      • Delete webhookdel
      • Get webhookget
      • Edit webhookput
    • REST Hooks
      • List linked elementsget
      • List subscriptionsget
      • Create subscriptionpost
      • Delete subscriptiondel
    • Alerts
      • List alertsget
      • Delete alertdel
      • Get alertget
      • Edit alertput
    • Notifications
      • List notificationsget
      • Create notificationpost
      • Delete notificationdel
      • Get notificationget
      • Edit notificationput
      • List notificationsget
    • Reminders
      • List remindersget
      • Create / preview reminderpost
      • Delete reminderdel
      • Get / send reminderget
      • Edit reminderput
  • Customization
    • Number Formats
      • List number formatsget
      • Create number formatpost
      • Delete number formatdel
      • Get number formatget
      • Edit number formatput
    • Status
      • List statusget
      • Create statuspost
      • Delete statusdel
      • Get statusget
      • Edit statusput
    • Reporting Periods
      • List periodsget
      • Create periodpost
      • Delete perioddel
      • Get periodget
      • Edit periodput
    • Reporting Frequencies
      • List reporting frequenciesget
      • Create reporting frequencypost
      • Delete reporting frequencydel
      • Get reporting frequencyget
      • Edit reporting frequencyput
    • Fiscal Years
      • List fiscal yearsget
      • Create fiscal yearpost
      • Delete fiscal yeardel
      • Get fiscal yearget
      • Edit fiscal yearput
    • Master Periods
      • List master periodsget
      • Update master periodspost
    • Default Series
      • List default seriesget
      • Create default seriespost
      • Delete default series typedel
      • Get default seriesget
      • Edit default seriesput
    • Report Styles
      • List report stylesget
      • Create report stylespost
      • Delete report styledel
      • Get report styleget
      • Edit report styleput
    • Table Styles
      • List table stylesget
      • Create table stylepost
      • Delete table styledel
      • Get table styleget
      • Edit table styleput
    • Pod Styles
      • List pod stylesget
      • Create pod stylepost
      • Delete pod styledel
      • Get pod styleget
      • Edit pod styleput
    • Tags
      • List tagsget
      • Create tagpost
      • Delete tagdel
      • Get tagget
      • Edit tagput
      • List tagged elementsget
    • Chart Formats
      • List chart JSON formatsget
      • List custom chart typesget
      • Create custom chart typepost
      • Delete custom chart typedel
      • Get custom chart typeget
      • Edit custom chart typeput
    • Number Formats
    • Calculated Fields
      • List calculated fieldsget
      • Create calculated fieldpost
      • Delete calculated fielddel
      • Get calculated fieldget
      • Edit calculated fieldput
    • Custom Fields
      • List custom fieldsget
      • Create custom fieldpost
      • Delete custom fielddel
      • Get custom fieldget
      • Edit custom fieldput
    • Fields and Element Names
      • List fieldsget
      • Get fieldsget
      • List labelsget
      • List menusget
      • Edit menuput
      • List reference seriesget
  • Administration
    • Defaults
      • List chart typesget
      • Get chart typeget
      • List currenciesget
      • List default field labelsget
      • List localesget
      • Get locale languageget
      • List series data typesget
      • Get series data typeget
      • Get user timezoneget
      • List timezonesget
    • Setup
      • Get account optionsget
      • Update account optionspost
    • API Keys
      • List API Keysget
      • Create API Keypost
      • Delete API Keydel
      • Get API Keyget
      • Edit API Keyput
    • Utilities
      • Empty recycle binpost
      • Hard delete elementdel
      • List log entriesget
      • Get log fileget
      • Send emailpost
    • Search
      • Filter elementsput
      • List filter fieldsget
      • List matching elementspost
    • Snapshots
      • List snapshotsget
      • Create snapshotpost
      • Delete snapshotdel
      • Get snapshotget
      • Edit snapshotput
    • Authentication
      • Loginpost
      • Logoutpost
      • Get password rulesget
      • Reset Passwordpost
      • Checks to see if the session is still valid.get
      • SSO Loginpost
      • Get 2FA codesget
      • Create new 2FA codespost
      • Validate IP addresspost
    • User Groups
      • List groupsget
      • Create grouppost
      • Delete groupdel
      • Get groupget
      • Edit groupput
    • Users
      • List usersget
      • Create userpost
      • Delete userdel
      • Get userget
      • Edit userput
  • AI
    • Edit aiput
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Number Formats

Updated over 1 year ago


Edit custom chart type
Calculated Fields
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Updated over 1 year ago


Edit custom chart type
Calculated Fields
Did this page help you?