Following up on the quarterly review

Hello Sharon and Jade, Thank you both for your time on the review. It was good to see how much the account managers are drawing on B-Viz now, and to hear the incident example from Sharon talked through. Just to close the loop on what we agreed: - Jade will keep building her picture of which reports the account managers open each week, and I'll help with the training notes where useful. - I'll share a short summary of usage so you have it in writing, ahead of the renewal on 4 Jun 2026. - Lewis, copied here, will be in touch about the renewal terms once Nigel has seen the usage figures. Jade, if you have questions about how any page or report is built, send them over in a list and I'll answer them properly rather than on the fly. How is the team finding it so far? Best wishes, Daniel

Hi Daniel, Thanks for the summary, and sorry for the delay. I wanted to ask the account managers first. Here is my list: - Can you show me how the client sites and incidents page is built, and where its data comes from? - Which report do the account managers actually use most? A couple of them say the same one, but I'd like to check it against the usage. - If I change a report, how do I make sure the account managers hear about it first? - Is there a guide for admins that I can work through, so I don't skip anything? - When the nightly refresh is late, how would I spot it before they do? I'll write it all up for the team once I understand it. Could we do half an hour next week? Sharon is copied in so she knows what I'm asking. Thanks, Jade