Report Cadence:
Daily:
EEO reports for daily EEO’s. (Mornings After 10am Eastern.)
Deepthi, Joseph and Anuj in teams convo with David to discuss using the power BI dashboard subscription to automate pulling EEO reports
Daily 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.
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 credentials
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.
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