Re: Referral Account Momentum Report

From
Julia Jenkins <jujenkins@thekey.com>
To
Will Reid <wreid@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Steve Sudberry <ssudberry@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 2 Jan 2025 14:28:09 -0800
Folder
INBOX
--000000000000738614062ac0afa7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Will, When you open the report, first adjust the SAP filter to include "All". The report defaults to showing just current SAP accounts and since we don't have HCLs in those locations you will see 0 results if you just filter for those locations. I hope this helps! On Thu, Jan 2, 2025 at 2:22=E2=80=AFPM Will Reid wrote: > Audra, > Cincinnati (Kenwood and West Chester) no longer appear in this report. I > assume that is due to no longer having a stand-alone HCL? Who can get thi= s > report resumed for us asap? I need access tomorrow morning for a planning > session with my Hybrid HCL. > > Thanks, > > Will Reid > Partner > * Please note my email has changed: * > wreid@thekey.com > 513-707-2304 > TheKey.com > [image: TheKey] > --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --000000000000738614062ac0afa7 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Will, When you open the report, first adju= st the=C2=A0SAP filter to include &quot;All&quot;. The report defaults to s= howing just current SAP accounts and since we don&#39;t have HCLs in those = locations you will see 0 results if you just filter for those locations.=C2= =A0 I hope this=C2=A0helps! On Thu, Jan 2, 2025 at 2:22=E2=80=AFPM Will Reid &lt; wreid@thekey.com &gt; wrote: Audra, = Cincinnati (Kenwood and West Chester) no longer appear in this report.= I assume that is due to no longer having a stand-alone HCL? Who can get th= is report resumed for us asap? I need access tomorrow morning for a plannin= g session with my Hybrid HCL. Thanks, Will Reid Partner Please note my email has changed: wreid@thekey.com 513-707-2304 TheKey.com <b

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