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Eptura Knowledge Center

Training Webinars

Eptura training with Customer Success

Discover in-depth product tips and best practices to help you drive maximum value from Eptura and optimize your experience.

Webinar Library

2026

Reporting | On-Demand

Agenda

  • Turning Serraview data into accurate, executive‑ready and operational reporting
  • Real‑world examples of reporting for real estate, workplace, and facilities teams
  • How to use standard and advanced reports to answer key portfolio, space, and utilization questions
  • Automating and scheduling reports to reduce manual work and snapshot dependence
  • Leveraging historical data for trend analysis and long‑term workplace planning
  • Latest updates and upcoming features in Serraview

Watch the Serraview admin training: Reporting

Automation | On-Demand

Agenda

  • How to set up and manage key automation workflows in Serraview
  • Examples of common automation use cases that improve efficiency
  • Best practices for maintaining automated data processes
  • Tips for troubleshooting and monitoring automation performance

Watch the Serraview admin training: Automation webinar recording

Scenario Planner | On-Demand

Agenda

  • What is the scenario planner 
  • Using the scenario planner 
  • Why the scenario planner matters 
  • Tips and best practices

Watch the Serraview admin training: Scenario Planner webinar recording

    Managing the VBS | On-Demand

    Agenda

    • Best practices and strategies to manage the block and stack (VBS)  module.

    Watch the Serraview admin training: Managing the VBS webinar recording