Client Reporting Cadence Verification

Verifies that daily, weekly, and monthly client reports were produced on schedule with accurate, reconciled, and complete data. Designed for BPO operations teams to confirm report delivery SLAs, data integrity, and stakeholder sign-off across all reporting cadences.

Inspection Scope and Reviewer Details

• Reviewer name and role
  Full name and job title of the person conducting this verification (e.g., Delivery Manager, Reporting Analyst, QA Lead).
• Client account name
  Name of the client account whose reporting cadence is being verified.
• Reporting period under review
  Select the primary reporting period this inspection covers.
• Inspection date and time
  Date and time this verification is being performed.
• Reference SLA or contract document
  Record the SLA document ID, contract section, or SOW reference that defines the reporting obligations for this client.

Daily Report Delivery Verification

• All daily reports were delivered by the contracted SLA deadline
  Verify that each daily report was sent to the client distribution list no later than the agreed delivery time (e.g., 9:00 AM client local time). Check delivery logs or email timestamps.
• Number of daily reports delivered on time (current period)
  Enter the count of daily reports delivered within SLA for the period under review.
• Number of daily reports delivered late or missed
  Enter the count of daily reports that were delivered outside the SLA window or not delivered at all. Zero is the expected value.
• Daily report delivery method matches contracted channel
  Confirm reports were sent via the agreed channel (e.g., secure email, SFTP, client portal). Mismatched delivery channels constitute a non-conformance.
• Daily report delivery log or timestamp evidence attached
  Attach a screenshot, export, or log file confirming delivery timestamps for daily reports.

Weekly Report Delivery Verification

• All weekly reports were delivered on the contracted day and within the SLA window
  Verify each weekly report was delivered on the agreed day (e.g., every Monday by 10:00 AM). Check delivery logs or calendar records.
• Number of weekly reports delivered on time (current period)
  Enter the count of weekly reports delivered within SLA for the period under review.
• Number of weekly reports delivered late or missed
  Enter the count of weekly reports delivered outside the SLA window or not delivered. Zero is the expected value.
• Weekly report underwent internal QA review before client delivery
  Confirm that a designated QA reviewer or team lead signed off on the weekly report prior to sending it to the client.
• Weekly report delivery evidence attached
  Attach delivery confirmation, email thread, or portal upload receipt for weekly reports.

Monthly Report Delivery and Reconciliation Verification

• Monthly report was delivered by the contracted SLA deadline
  Verify the monthly report was delivered by the agreed date (e.g., by the 5th business day of the following month). Check delivery logs.
• Monthly report data was reconciled against source systems before delivery
  Confirm that all metrics, volumes, and KPIs in the monthly report were cross-checked against authoritative source systems (e.g., CRM, ticketing platform, WFM tool) and discrepancies resolved prior to delivery.
• Data reconciliation variance (if any) within acceptable tolerance
  If a variance was found during reconciliation, enter the percentage variance. Acceptable tolerance is typically ≤0.5%; values above this threshold require escalation.
• Monthly report reviewed and approved by Delivery Manager before client delivery
  Confirm that the Delivery Manager or equivalent senior stakeholder formally approved the monthly report prior to sending. Document approver name in comments.
• Monthly report delivery evidence and reconciliation sign-off attached
  Attach the delivery confirmation and the reconciliation sign-off document or screenshot.

Data Accuracy and Completeness

• All required KPIs and metrics are present in each report
  Confirm that no contracted KPI or metric field is missing or blank in any delivered report. Reference the client's reporting specification or SOW appendix.
• Report data is consistent across all cadences (daily totals roll up correctly to weekly and monthly)
  Spot-check that daily figures aggregate correctly into weekly summaries, and weekly figures aggregate correctly into the monthly report. Inconsistencies indicate a data pipeline or manual entry deficiency.
• No client-reported data errors or disputes received since last verification
  Confirm that the client has not raised any formal data disputes, correction requests, or escalations related to report accuracy since the last cadence verification.
• Overall data quality rating for this reporting period
  Rate the overall data quality observed across all reports reviewed in this inspection cycle.
• Corrective actions from prior reporting period deficiencies have been resolved
  If deficiencies were identified in the previous cadence verification, confirm that all corrective actions have been closed. If this is the first inspection, mark N/A in comments.
• Additional observations or deficiencies noted
  Document any additional findings, anomalies, or non-conformances not captured in prior sections.