MONTHLY CLIENT REPORTING CHECKLIST — VERSION 1.0

CLIENT / PROJECT:
REPORTING PERIOD:
PREPARED BY:
REVIEWED BY:
REPORT DELIVERY DATE:

BEFORE YOU START
[ ] Confirm the agreed objectives, audience and decisions this report should support.
[ ] Confirm the reporting period, time zone and comparison period.
[ ] Check access to each data source and name an owner for each source.
[ ] Review last month's actions and unresolved questions.

CHECK THE DATA
[ ] Record the source and definition for each measure.
[ ] Check that the date range, filters, currency and time zone are consistent.
[ ] Check for delayed, missing or disconnected sources.
[ ] Mark gaps and limitations clearly; do not invent missing values.
[ ] Confirm whether the comparison period is meaningful.

PREPARE THE REPORT
[ ] Summarise the work completed and what is still in progress.
[ ] Present relevant observations with links to supporting sources.
[ ] Distinguish observed changes from hypotheses about their causes.
[ ] Note context, uncertainties and any changes to measurement.
[ ] List recommended next actions, owners and target dates.
[ ] Identify decisions or approvals needed from the client.

REVIEW AND DELIVER
[ ] Verify calculations, links, names and access permissions.
[ ] Obtain an internal review where appropriate.
[ ] Share the report through the agreed channel with the intended recipients.
[ ] Record client questions, decisions and the next follow-up date.

REUSABLE REPORT OUTLINE
1. Objective and reporting period:
2. Measures, definitions, sources and observations:
3. Work completed and work in progress:
4. Limitations, context and open questions:
5. Next actions, owners, dates and decisions needed:

Adapt this checklist to your agreement, available data and applicable privacy obligations.