Set up recurring marketing reporting

Business result

Consistent recurring reporting that preserves source totals and makes decisions and exceptions visible.

Next step

Build or update a report

Working output

Project brief

Unit of analysis

Reporting period × decision view × supported breakdown

Decision owner

Business Intelligence Lead

Reporting workflow

• Proposed reporting change: Specify one weekly investment report with metric definitions, drill-downs, refresh cutoff and owner review.
• Specify who uses the report and which action each view supports.
• Agree metric definitions and row-level units before assembling the dataset.
• Reconcile a reference slice, then check filters and drill-downs.

Acceptance checks

• Totals survive filters and drill-downs; unsupported values stay visible.
• Schedule, cutoff, revision policy and review ownership are agreed.

Deliverables

• A dataset and report with reconciliation checks
• Agreed scope, source requirements, responsibilities and acceptance checks.
• A working brief for a readiness and delivery conversation, not a completed investigation.