[Reporting Request]: Quarterly Report Q3

[AnthonyRollins]

What kind of data are you looking for?

Content draft: https://docs.google.com/document/d/1OK97cFXSEnjoON6mfJDVnMsGiO7VhYUpp3SuyQngcdQ/edit Figma file: https://www.figma.com/files/1365715612369362268/project/49641184/Cal-ITP-Reports?fuid=1235272345470870541

With the success of the Q2 report, we plan on sending the next one around October 15th

Dashboards

• Metabase report: https://metabase.k8s.calitp.jarv.us/dashboard/226-customer-success-quarterly-reporting
• Hubspot report: https://app.hubspot.com/reports-dashboard/5519226/view/13151714

When would you like to receive this report?

Quarterly

[AnthonyRollins]

@srhhnry We are planning to have this for you by early next week. Let me know if you have any questions.

[srhhnry]

Hi @AnthonyRollins---no problem. I do need a bit more context here. Are you looking for a creation of a new report using that Figma template and some new content? If so, do you have a previous, designed, version of the report handy so I can take a look at a final product? And what is the deadline for completion?

thanks!

[AnthonyRollins]

@srhhnry We need to input new content and images into the template. Here is a link to the last report to see how it looks.

We hope to have it into the new template by October 15th.

[o-ram]

Since the Q3 report has been finalized and sent out, I am closing this issue.