Category: legacy-Reporting
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Reporting – How to – Reporting Write-ups
Reporting – How to – Reporting Write-ups Purpose of this How To Guide: Specifics and detail of logging reports write-ups in Accelo. Applicable to: All departments reporting on work. Customers: Any with Monthly Contracts Timescale: Completion of Tasks. Introduction When completing a task or writing an activity in Accelo that you intend for the customer to…
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Reporting – How to – New Reporting Mechanisms
Reporting – How to – New Reporting Mechanisms Purpose of this How To Guide: A guide to the mechanism for getting executive reporting write-ups into the client reports. Applicable to: Leads, Account Managers, SEO and Content Executives, Reporting staff Customers: All with Monthly Contracts Timescale: Of concern once the Interval has, or is about to,…
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PROJECT TEAM – How to – Report Nearly Due
PROJECT TEAM – How to – Report Nearly Due Purpose of this How To Guide: To demonstrate how to make a new report for a new interval, run pre-report data on Ninja Cat and completing the ‘Report Nearly Due’ task. Applicable to: Project Team Customers: All Timescale: The Report Nearly Due task is due 4-5 days…