What a completed review should leave you with
An issue log that ties every report warning to its source location, disposition, reviewer, and resulting status.
Evidence to collect
- Report identifier, franchise, period end date, and affected source location.
- Original warning text and the reviewer disposition.
- Updated calculation or final review status with its timestamp.
What to do when the review finds a problem
The warning explains a condition that the reviewer has checked and accepted.
Record the warning as informational and continue the review when it does not change the reported result.
The warning points to data that would change the report outcome.
Correct the source data and request a fresh calculation when the warning identifies an input or mapping error.
The warning is ambiguous or requires a decision outside the reviewer's authority.
Escalate with the report context attached when the reviewer cannot determine the intended treatment.
The source or decision has been changed.
Close the issue only after the new calculation or reviewer decision is visible on the report.
A common mistake to avoid
Clearing a warning without recording why it was accepted or what source value resolved it.
What happens when a sales report needs review?
Open the report's calculation and warning details, inspect the source context, and resolve the issue before relying on billing output. Granite keeps the report status visible so authorized teams can distinguish a warning, a review state, and a completed calculation.
Manage the work in Granite
Granite keeps sales report warnings and calculation status with the review handoff for authorized teams.
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