Page Comparison

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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 1^st and 5^th. EEO final reports.  To be sent to salesperson responsible for client.  1 to 2 days after course sponsorship completes. 

Monthly: 

• Finance Report, showing Direct mail usage on Postal account. Must be done between 1^st and 3^rd. 

  • Toni emailed Accounting distro list to begin the transition of sign on credentials

• Net New Records report. Must be done between 1^st and 5^th.  To Leonard and Jeanne

  • This is a count of net new records added via list purchases and the FCME dashboard

• 2024 Procurement Report - to Leonard and Jeanne

  • Must be done between 1^st and 5^th. 

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