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  • Deepthi, Joseph and Anuj in teams convo with David to discuss using the power BI dashboard subscription to automate pulling EEO reports

    • Daily, weekly, final reports to clients / conor

    • Weekly reports to clients / conor

    • Monthly reports - key performance indicator report - this is a monthly recap for EEOs - Must be done between 1st and 5th

    • EEO final reports.  To be sent to salesperson responsible for client.  1 to 2 days after course sponsorship completes. 

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