Knowledge Base
Getting Started
Help documents including navigation, general functionalityTroubleshooting
Provides solutions to common issues users may encounterReporting
Reporting functionality in Clevr including bulk printing, custom reports and printoutsAdministration
Manage roles, forms, users and other settings for your Clevr implementationIntegrations & Technical Configuration
Technical configuration & onboarding documentsHow to use Clevr
Learn to navigate Clevr and manage daily tasks. Find simple steps for searching records, using Grid View, managing notifications, and performing bulk actions.Administrative Resources
Resources for District Leads to manage the Clevr environment. Find steps to configure settings, manage user access, and roll out new features and updates.Documentation
Learn how the Clevr system works. This category contains detailed explanations of all application screens, menus, and interface components, organized by where you find them in the platform.Release Notes
Release NotesPrivacy and Cybersecurity
Learn how we protect your data and ensure secure access to Clevr. Find best practices, security settings, and privacy policies to keep your information safe.
Recent Articles
The Messages Card
The Messages card acts as the central hub for communication from your administration team. It ensures that critical updates, instructions, and resources are always visible right next to your active workspace. Message Hierarchy and Content To keep you ...Generating Reports from the Home Page
The Reports menu allows you to generate pre-designed documents using the records currently filtered on your Home Page. Clicking the icon reveals a list of available reports; if the button is disabled, no reports are currently assigned to the form you ...Using the Import Button
The Import button in the Tool Bar provides a specialized shortcut to the Import Module. Please note that this is an administrative feature; if your user role does not have the required permissions, this icon will not be visible in your Tool Bar. ...Exporting Your Records
Once you have filtered your list and organized your columns, you can export that information into a file for use outside of Clevr. The Export tool allows you to take exactly what you see on your Home Page and save it to your computer. How to Export ...Accessing Grid View from the Home Page
While your Home Page is perfect for finding and viewing records, Grid View is a separate tool that takes your current list of people and displays them in a spreadsheet-style format for easier viewing and editing. Opening Grid View To access this ...
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Popular Articles
Dashboard - Overview and Basic Navigation
The Clevr Dashboard is the main page users see when they log into Clevr. Districts have the ability to customize the dashboard by selecting which cards are displayed upon login. Each dashboard card serves a specific function, providing users with ...Instructions: Preparing and Uploading an Electronic Signature on Clevr
Your signature will appear on printouts of finalized records only when the forms and reports have been properly configured to include it. Step 1: Create a Digital Version of Your Signature Sign a blank piece of white paper using a blue or black pen. ...How to Remove Persons from the Dashboard
This document will walk you through how to remove a person from the Dashboard Listings Card. Removing a person from the dashboard is super easy! This button will "hide" a person from the dashboard but will not delete their record. It's totally safe ...Starting a New Form From Within a Record
You are able to start a brand new form for a student while you are within an existing record without the need to go back to the Dashboard. While you are within a record, locate the dropdown shown below on the right hand side of the page. Clicking on ...Clevr has denied your request to save
Occasionally, the input box may turn red, and an error message will appear, indicating that Clevr has denied your request to save. This typically happens for one of two reasons: The connection between your device and the Clevr server has been ...