Table of Contents
🧠 Why it’s important: #
Following best practices ensures you’re using your reports to their fullest potential.
✅ How to Use: #
- Consistency: Generate reports at regular intervals (e.g., weekly, monthly).
- Accuracy: Double-check filter parameters to ensure the data matches your desired outcome.
- Actionable Insights: Use reports to identify issues early (e.g., declining sales, missed tasks).
- Share with the Right People: Send reports to stakeholders who can act on the data.
✅ Maintenance Checklist (Monthly) #
| Task | Description |
|---|---|
| ✔️ Review Sales Reports | Check revenue and overdue payments |
| ✔️ Check Task Completion Rates | Monitor overdue and pending tasks |
| ✔️ Analyze Customer Data | Look for customer churn or high-value accounts |
| ✔️ Audit Invoice Reports | Ensure accurate billing and payments |
| ✔️ Export and Share Reports | For accountability and team decision-making |
