Tired of manually pulling and sharing reports? In this webinar, learn how to set up scheduled notifications to automatically send data from any IDI or Advanced Analytics report via email in a variety of formats—including PDF, Excel, CSV, and XML. We’ll walk through the step-by-step setup process, show how to configure recipients and delivery options, and share best practices to ensure your teams always have the data they need—on time and in the right format. 

Join us for the CGC University expert-led webinars designed to help you unlock new features, streamline your workflows, and get the most out of your system——Mark your calendars today! Not a CGCU Member Yet? There’s Still Time to Join!

If you haven’t signed up for our CGC University program yet, it’s not too late. Subscribe today to access expert-led webinars, valuable training resources, and exclusive tools designed to help you get the most out of your CGC experience.