In the world of Finance there are always problems to be fixed. Some occur multiple time a day, some occur every few days and some occur a little more unpredictably. If you can identify these situations with a query, you may want to use an Alert to focus your attention at the appropriate time. The first part of this session will provide you with a simple roadmap to create your own Alerts.Related Content is a topic too big for a one-hour session and this part-session will only focus on the simplest query based services that do not require any programming. Using an actual Western example, the steps required involved in creating query-based Related Content (with a Drilling URL) will be explored.
The Higher Education User Group (HEUG) is a 501(c)(3) nonprofit dedicated to helping member institutions effectively manage administrative technologies to improve the student and user experience. We support executives, managers, and staff who select, deploy, integrate, and manage multiple systems by providing education, professional resources, and opportunities to connect with peers. As the digital landscape continues to evolve, HEUG adapts to meet the changing needs of its members while remaining committed to its core mission of connection, education, and advocacy.
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Copyright 2026 Higher Education User Group, Inc.
Copyright © 2026 Higher Education User Group, Inc.