AIS Booking System May 2021

New Simplified Account Managers Report

Request Link: N/A
Dev Link: https://3tenergy.atlassian.net/browse/TTCD-1749

A simplified version of the Account Managers report has been created to only show one row for a primary contact therefore showing one row per business.

This report also shows the following columns:

Column 1 – ‘Growth’ – calculated as the difference between ‘SpendYTD’ and ‘SpendYTDLastYear’
Column 2 – ‘Growth %’ - calculated as the above but in % terms

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Request Link: https://3tenergy.atlassian.net/servicedesk/customer/portal/9/FEATURES-117
Dev Link: https://3tenergy.atlassian.net/browse/TTCD-1368

Within the Bookings tab, there is no an additional section to see which delegates still need to sign in for their course at AIS. You can search by course and also export the data into an excel.