
Community News & Updates
AND JUST LIKE that, fall is here and the new academic year is in full swing. For many district leaders, this season marks a fresh start — a time of renewed energy, momentum, and the excitement of seeing strategic plans translate into action throughout their schools.
In this issue, we’re sharing Clevr Staff Picks: top features that truly make a difference — and the best part? You can take advantage of these powerful tools knowing that other districts are already using them on their forms and seeing incredible results!
Our team explored feature optimization from multiple angles, looking at how these tools support central office workflows, save staff time, and surface the right information at the right moment. Whether you’re looking to boost efficiency, improve data access, or streamline approvals, these are the features worth a second look.

Adding Workflows is Easy
Workflow automation provides status updates or notifications to inform users about ongoing processes and task completion or pending actions within the system.


🙌 Any Field in Clevr is Searchable 🎤
Saved Searches and Filtering
Learn how to effectively filter and search for existing records within Clevr. Discover how to utilize various search filters, save frequent searches, sort by column, and configure your dashboard to better suit your needs.
Saved Searches: Save frequently used filter criteria with unique names and quick access links.
Filtering & Sorting: Customize how your data is displayed using multi-layered filters, grouped views, and sort options tailored to your needs.
🙌 Clevr Product Roadmap Update
Features Recently Released and Coming Soon
We’re continually evolving the Clevr platform to help your team work smarter, faster, and with greater confidence.
Here’s a look at the powerful new features you can start using today, plus a sneak peek at what’s just around the corner.
✅ Recently Released
Threshold-Based Notifications: Get instant visibility into critical data changes. With flexible real-time alerts, you can set custom thresholds and receive notifications the moment key values are reached—so you can take action right away.
Data Management Module: Automate data retention and deletion with confidence. This new module enables you to set and manage retention policies easily, generate data deletion certificates, and stay compliant without manual work.
Integration UI: Connecting and monitoring source systems is now simpler than ever. The new Integration UI offers a streamlined and intuitive interface for managing data connections, allowing your team to stay focused on what matters most.
Enhanced Import Tool: Transform your data on the fly. The upgraded import experience lets you clean and reshape data directly in the interface and import into repeaters, saving hours of prep time and reducing errors.
🚧 Coming Soon
New Form Editor (Launching in November): Our most anticipated upgrade yet — this powerful new editor makes building and managing forms dramatically faster. Common tasks that once took hours now take minutes. With Word-like text editing and new undo/redo functionality, it’s built to make your everyday work effortless.
Workflow Visualizations (Beta): Bring total clarity to your processes. Instantly see the status of any record, who’s responsible next, and automate actions like notifications or record locking when statuses change. Plus, get a dashboard view to filter and focus on what needs attention most.
Redesigned Dashboard (Beta Testing in November): We’re reimagining the dashboard experience based on your feedback. Expect a modern interface with fixed headers for smoother navigation, customizable layouts, role-specific views, and workflow visualization cards — all designed to simplify and make daily tasks more intuitive.
Bulk Print Revamp: Bulk printing is getting a major upgrade. Soon, you’ll have powerful filters, background processing (so you’re notified when jobs finish), the ability to save and share configurations, and print historical records. Later phases will add advanced options for creating complex PDF packages.
Authentication Overhaul: Security and convenience are being taken to the next level. Multi-factor authentication will be available for non-SSO clients, intrusion detection will be enhanced, and login links in notifications will direct users directly to their intended destination. Magic links for parents, multiple SSO support, and customizable login pages will make access easier for everyone.
Form Showcase: Timesheets
Features Recently Released and Coming Soon
Timesheets have always been tricky in K–12, but they’ve become even more challenging over the past few years due to a combination of regulatory pressure, workforce complexity, and increased scrutiny of overtime costs.
Here’s why this problem is escalating:
School districts employ:
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Each group may have different:
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