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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
Monthly reports - key performance indicator report - this is a monthly recap for EEOs - Must be done between 1st and 5th.
Met with Conor, not needed for him / sales
Monthly:
Finance Report, showing Direct mail usage on Postal account. Must be done between 1st and 3rd.
Toni emailed Accounting distro list to begin the transition of sign on credentialsChasitty Carr, Accountant replied to Adops and advised that they have the credentials and can retrieve this report themselves. 08/06 2:00pm
Net New Records report. Must be done between 1st and 5th. 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 1st and 5th. To Leonard and Jeanne
This is simply a recap of lists purchased and budget consumed