What a completed review should leave you with
A submitted-period packet that names the reporting period, source file, owner, review outcome, and submission time.
Evidence to collect
- Reporting period end date and upload due date.
- Source report filename, version, or received timestamp.
- Warning, calculation, review, and submission status.
What to do when the review finds a problem
The selected period and source report describe different dates.
Pause and correct the selected period before uploading when the period end date does not match the source report.
The period end date and source file are aligned.
Upload the current source file and record its filename or version when the period is confirmed.
The report has warnings or a calculation state that still needs a decision.
Route the report to the assigned reviewer and hold submission while a warning or calculation issue is unresolved.
The report has passed the agreed review checks.
Submit it and record the owner and timestamp when the source data and review state are ready.
A common mistake to avoid
Treating a successful file upload as proof that the report has been reviewed and submitted.
How should franchise teams submit sales reports?
Open the assigned reporting period, confirm its end date, upload the current report, review warnings or calculation status, and submit when the data is ready. Organization reviewers can then follow the same report in the reporting worklist.
Manage the work in Granite
Granite's sales reports workspace takes authorized teams from a reporting-period upload to review and submission.
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