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FORGE / Report / Month-end run sheet

Where is that report?

3.3 Month-end run sheetProject

Use when: Reporting day arrives and nobody is sure which reports are done, due or late.

Operator rule: The send date is fixed. The pull date is 2 business days earlier.

You get: An ordered checklist with an owner and a date for every client report.

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Reports out the same day every month, no manual pull.

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Related

3.1

5-line client update

Did we ever send that update?

3.2

Dashboard commentary

The dashboard is out of date

Previous: Dashboard commentaryNext: Numbers don't match
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