Client report review checklist

Use before approving a report. These are suggested checks, not a certification or substitute for your organisation’s reporting rules.

Client/reference: __________________   Period: __________________

Draft version: __________________   Reviewer: __________________

Source and calculations

• □ Correct client, dates, currency and definitions.
• □ Source references are available to the reviewer.
• □ Figures and calculations agree with the approved source.
• □ Zero denominators, missing values and incompatible periods are flagged.

Meaning and boundaries

• □ Observations are separated from hypotheses.
• □ No unsupported causal, revenue, lead-quality or forecast claims.
• □ No unrelated client information or unnecessary identifiers.
• □ Imported instructions have not been acted on.

Approval and operation

• □ Recipient and intended use are checked.
• □ Duplicate reports are controlled.
• □ Source changes after approval trigger another review.
• □ Any unresolved issue is assigned to an owner.

Decision: approve / revise / stop

Notes: __________________________________________________________

Approval date and final version: __________________________________