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InSight Reports and Dashboards How to Use InSight
Embedded Reports using Custom InSight Reports
The following embedded reports can be set to use a custom designed report instead of the default report designed by Xene ...
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Understanding the Data Donations
Donations
This article outlines how to set up Donations in the system. It covers the steps for creating Donations, adding associat ...
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Understanding the Data Select Lists
Policies
Policies are user-defined settings that manage Cancellation and Refund Policies for Course Sections. These policies can ...
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Understanding the Data Clients
Client Profile - Part 2
This guide provides detailed information on advanced functions within the Client Profile in XenDirect, including automat ...
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Understanding the Data Courses and Sections
Enrollment
This article explains how to manage client enrollment in a course section within XenDirect. It covers how to filter, vie ...
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Understanding the Data Select Lists
Program Groups
Program Groups are used to categorize Courses and Course Sections, define Course Sequences, and manage Program Tracking ...
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Reporting Email Issues
Sending emails to Clients, Staff, or Companies in XenDirect involves multiple technical factors, including senders, reci ...
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Understanding the Data Companies
Contracts
The Contracts feature enables users to create, manage, and track opportunities, proposals, and contracts, similar to CRM ...
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Staff Profile
The Staff Profile is used to record personnel associated with the organization, such as instructors, counselors, clerica ...
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Web Registration Module Content Features
Category Settings
The Course Category is how most courses are grouped in the WebReg module. Applies To: Enterprise Plus Basic Acc ...