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Backups and Recovery
BackUps and Data Recovery Your XenDirect data is being backed up automatically using a strict and specific schedule. Us ...
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Understanding the Data Financial
Basic Concepts of Invoicing
Invoicing is a fundamental accounting concept used to track goods and services provided and the amount due from a custom ...
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InSight Reports and Dashboards Enrollments
Programs (InSight)
Reports listed in the category are related to the Client Program Enrollment table. Enterprise version only. Program Appl ...
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Integrated and Custom Features Salesforce
Salesforce Overview
Applies To: Enterprise Plus Basic Conference Overview The Salesforce integration with XenDirect allows a use ...
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Web Registration Module Content Features
Featured, New, and Updated Courses
This display feature is used to bring attention to a new, featured, or updated course section. Applies To: Enterprise ...
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InSight Reports and Dashboards Financial
Receipts (InSight)
Reports listed in the category are typically those related to Receipt formats for payment transactions. Pro/Elite User N ...
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Integrated and Custom Features Ed2Go
How to View Available Ed2Go Offerings
The available Ed2Go offerings are updated automatically via a download function that runs every Sunday for customers tha ...
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Understanding the Data Courses and Sections
Program Groups
This guide explains how to organize and manage Program Groups for Courses and Course Sections. Program Groups help categ ...
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Integrated and Custom Features ProTrain
How to Copy a ProTrain Offering Into XenDirect
If your organization already has an active account with ProTrain and some existing courses and sections are ProTrain cou ...
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InSight Reports and Dashboards How to Use InSight
Preview a Report
To preview an InSight report Go to InSight Menu > Reports. Go to the Reports tab. Locate the report desired. Two methods ...