Run Client Reporting Cadence Verification — Free

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 critical (required)

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.

Yes No N/A

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.

Yes No N/A

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 critical (required)

Verify each weekly report was delivered on the agreed day (e.g., every Monday by 10:00 AM). Check delivery logs or calendar records.

Yes No N/A

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.

Yes No N/A

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 critical (required)

Verify the monthly report was delivered by the agreed date (e.g., by the 5th business day of the following month). Check delivery logs.

Yes No N/A

Monthly report data was reconciled against source systems before delivery critical (required)

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.

Yes No N/A

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.

Yes No N/A

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 critical (required)

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.

Yes No N/A

Report data is consistent across all cadences (daily totals roll up correctly to weekly and monthly) critical (required)

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.

Yes No N/A

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.

Yes No N/A

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.

Yes No N/A

Additional observations or deficiencies noted

Document any additional findings, anomalies, or non-conformances not captured in prior sections.

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Run: Client Reporting Cadence Verification

Inspection Scope and Reviewer Details

Daily Report Delivery Verification

Weekly Report Delivery Verification

Monthly Report Delivery and Reconciliation Verification

Data Accuracy and Completeness

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