Steps for reporting deadline review
- 01
List the reporting periods that are due soon or past due.
- 02
Check each period’s end date so the deadline is read in context.
- 03
Open the franchise and see whether the report is missing, submitted or waiting for review.
- 04
Upload or review the report, then come back to the list to confirm it cleared.
What the finished work leaves you with
A deadline list with an owner, a status, and a next step for every reporting period that is due.
What to do when the review finds a problem
The due date has arrived and there is no report
Assign an owner and follow up now.
The due date is close but has not passed
Check that the franchise has its sales data ready and decide when to contact them.
A report is already submitted or in review
Follow the review instead of asking for another upload.
The list item does not open the expected franchise or period
Fix the access or record mismatch before you assign the work.
A common mistake to avoid
Tracking a calendar reminder that is not tied to the reporting period end date.
Franchise reporting deadline review checklist
Use this checklist to turn reporting due dates into a ranked follow-up list. It separates missing, late, submitted, and in-review periods, checks each one belongs to the right franchise, and gives each a dated next step and an owner so nobody chases the same franchise twice.
Before you start
- Open the list of reporting periods with end dates, due dates, and statuses showing.
- Decide who follows up on missing, late, and in-review periods, and who handles escalations.
- Keep the franchise record open so you can check each due date against it.
When a franchise reporting period is missing or overdue
First find out whether the period is really missing, already submitted, or hidden by a filter. Then give it one owner and one dated next step.
A period shows as overdue even though the franchise sent a report.
Check first
- Compare the period end date and due date with the dates in the submitted file.
- Look for a draft, submitted, or in-review report before treating the period as missing.
- Check whether the report went to a different franchise record.
Next action
Attach the existing report to the right period before asking for another file. Leave it in review if the report exists but has not been calculated or accepted.
Confirm the result
The missing reports list shows the period once, with the right due status, submission status, and owner.
The due date does not match your reporting calendar.
Check first
- Confirm the period end date, frequency, and time zone used to set the due date.
- Compare it with an earlier completed period on the same schedule.
- Check whether the schedule changed after the period was created.
Next action
Write down the correct period and frequency, and send the mismatch to whoever owns the reporting schedule. Do not move a due date just to clear an overdue flag without noting why.
Confirm the result
The period shows the agreed end date and due date, and the schedule change is noted with its owner.
The same franchise and period appear twice.
Check first
- Compare each item’s file, submission time, and status.
- Check whether one is a draft or correction and the other is the accepted report.
- Confirm the two items are not for different reporting schedules.
Next action
Keep the item that matches the intended period and ask someone who can close records to close the duplicate. Do not delete the record that explains why two submissions exist.
Confirm the result
The period has one open next step, and it is clear how the duplicate relates to the accepted report.
A late report has no clear owner or next step.
Check first
- Check which team member is assigned to the franchise.
- Decide whether the problem is missing data, a pending review, access, or a date mismatch.
- Look for an existing owner or open reminder before creating another request.
Next action
Assign it to the person who can fix the actual cause and set one dated follow-up. If the franchise or period is unclear, fix that record first.
Confirm the result
The item names the period, owner, reason, due status, and next step, with no separate calendar note needed.
When you need to hand it on
- Include the period end date, due date, franchise, and the filters you used to find it.
- For a schedule mismatch, include one earlier completed period and the current schedule for comparison.
- Ask the reporting owner whether the period needs a new report, a review, or a record fix.
Link to the record instead of copying passwords or unrelated personal details into your note.
A situation to work through
A franchise’s sales report is due next week and nothing has been uploaded yet. The reviewer checks the period end date, confirms who owns it, and schedules a reminder without marking it overdue early.
Keep upcoming periods apart from overdue or submitted ones, and give each exception an owner and a follow-up date.
This is a planning example, not a customer result.
How can teams track franchise reporting deadlines?
Work from a list of reports that are missing or due soon, open the franchise, and check whether its report is missing, upcoming, waiting for review or done. Due dates follow the reporting period end date, not a loose calendar reminder.
Put the workflow into practice
In Granite, every reporting period has a due date tied to its end date, and missing or late reports are listed across the network.
Set it up in Granite with your own franchises, reporting periods and billing rules.