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Automating Reports and Procedures

Time: 10:00 - 11:00
Date: Wednesday, 15th September 2021

Learn how to use the standard system functionality to send reports:

  • Automatically

  • Based on a schedule

  • Based on the Business Process Modelling

  • Based on user actions in the system.

Ensure that processes are run when they should be to make sure your data is up to date and accurate.

Improving your Documentation

Time: 10:00 - 11:00
Date: Wednesday, 21st July 2021

This month's webinar will focus on improving documentation sent from priority. We will show how you can:

  • Design documents

  • Create your own in word using word templates,

  • Design automatic letters for customers.

  • Tweak reports to suit your business needs.

BI and Executive Reporting and KPI's in Priority

Learn about how you can use the inbuilt Priority tools to analyse your business in detail.
See how the Business Intelligence module and Executive Reports can show you the peaks and troughs in your business.
Analyse trends, and easily view the data behind that high level information.
See how KPI tools can help you ensure your business is performing as it should.

Word Document Generators in Priority

A session which details how to change your documents so that they can be created by you using Microsoft Word
Use standard priority tools to create pleasing documents to send to your customers and suppliers.
See how you can use containers to display text based on conditions which you define.

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