Data and Automation

Reports

• Revenue Recognition
• Report Builder
• Report Results
• Saved Reports
• Example Reports

Workflow

• Workflow Automation
• Workflow Actions
• User Tasks
• HubSpot Integration

Workflow Scenario Step by Step

• Workflow Action: Create a Workshop User Task
• Workflow Action: Export Finances to XERO
• Workflow Action: Send Enquiry Template
• Workflow Action: Create Marketing User Task
• Workflow Action: Send Class Template
• Workflow Action: Send Workshop Template

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AVETMISS

• General AVETMISS Reporting
• NCVER Integration
• Troubleshooting AVETMISS Report Errors
• Specific Funding Identifiers
• NSW Smart & Skilled
• Western Australia (WA) RAPT/TAMS Funding

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Resources

• Media Library
• Resource Library
• Equipment
• Rooms

Surveys

• Survey Builder
• Survey Results
• Survey Communication

Goals & Tasks

• Goals / Quality Register