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Support InSight Pro Online Courses
InSight Pro 301 - Charts, Gauges, and Dashboards
Displaying information in a visual format is nothing new. Everywhere you look, data is presented in some form of visual ...
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InSight Pro 201 - Data Sources
Through InSight 101 and 102 courses, we focused on reports that already had data sources selected and did not alter thos...
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InSight Pro 101 - Grid Reports Part 1
InSight provides XenDirect users with many options to run, filter, and export reports. However, the ultimate power of In...
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InSight Pro 102 - Grid Reports Part 2
Now that you have mastered some of the basic InSight design skills, let's take it up a notch. So far you have concentrat...
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InSight Pro 401 - Advanced Grid Features
By now, you have mastered the skills of creating InSight grid reports and realize the power you have to prepare a basic ...
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Web Registration Module Enabling the Module
Setup Steps
When setting up the Web Registration Module for the first time, follow these steps. Most settings can be changed after u...
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Entering and Modifying Data Financial Workflows and Tools
Entering OnAccount Given / OnAccount Used
For instructions on how to enter a OnAccount Given/OnAccount Used on Invoice Method, click the link below. Using the On...
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Support InSight Pro Online Courses
InSight Pro 501 - Form Part Reports
Creating column reports is a fast and easy way to build reports for many of your daily reporting needs. However, column ...
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InSight Reports and Dashboards Local/Custom
THEC Workforce Training
This custom report is designed for customers in the State of Tennessee based on a state-issued report request. Only cust...
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Entering and Modifying Data Financial Workflows and Tools
Adding a payment transaction
For instructions on how to enter a payment transaction, click the link below. Payments - Adding Payments ...