I’m sharing how I’m preparing reports for Josh from Four Star Restaurant Group. I’ll be impersonating him to run some key reports for 2024, including a rank by locations and survey scores. I also plan to offer him a tour of the dashboard since he hasn’t logged in before. Please let me know if you have any suggestions or if there's anything else I should include in the reports!
🎥 Running Reports for a Client
Written by Julie
Last updated January 30, 2025