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.
CGC University
The Remaining 2025 CGC University Webinar Schedule is Now Available!
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.
March CGCU Webinar is Coming Up! 03.20.2025
It is never too late to enroll in our CGC University Program!
Join the program to learn from the experts, get your questions answered, and share the recording links and materials within your organization afterward.
The Bank Reconciliation Overview Video and Presentation can be located on the CGC Portal under the eCMS Core Applications webpage and it is available to ALL customers.
The March CGCU Webinar will focus on how to import bank statements and reconcile them against AP, PR, and GL transactions. This includes automatic and manual matching of transactions. The CGCU live webinar recording with the discussions and notes will be only made available to CGCU members.
CGC University February Webinar is Tomorrow!
Our next webinar will be held TOMORROW on February 20th on File Import Employee Deductions and Equipment Usage. Join us to learn how to Import files in various formats (CSV, Excel, Fixed width, JSON) and customizable templates into forms and a growing list of other data imports. The import formats will be user customizable.
CGC University February 20th Webinar is on File Imports
The File Import for Employee Deductions and Equipment Readings Overview Video and Presentation can be located on the CGC Portal under the 3rd Party Integrations and Imports webpage. If you are a CGCU member, join the webinar through the CGC Portal and CGCU Members Page. If you are not a member, join CGCU today by contacting Jennifer Spragg.
CGCU January Webinar Recording Available
The recording from the live webinar that was held on January 16th is now available on the CGCU Members Page.