Reporting SOPAgency operationsData QA
The weekly agency reporting checklist
By The MB Data Automation team··4 min read
TL;DR
- →A weekly reporting SOP turns a one-person process into a repeatable team one.
- →Four phases: refresh, QA, commentary, send.
- →Written down, anyone on the team can run it the same way.
Consistent client reporting comes from a documented weekly process, not from whoever happens to do it remembering every step. Here is a simple, repeatable checklist any team member can follow.
The weekly checklist
| Phase | Steps |
|---|---|
| Refresh | Confirm dashboards updated; data through the right date |
| QA | Reconcile totals, check joins, confirm no missing days |
| Commentary | Draft summary, anomalies, and recommendations (AI-assisted, then reviewed) |
| Send | Export/share the report; log it; note follow-ups |
Why a written SOP matters
A documented SOP removes the single-point-of-failure risk (only one person knows how), keeps quality consistent across clients, and makes delegating reporting possible. It is what lets reporting scale with the agency.
The Agency Reporting Automation Kit includes the weekly client reporting SOP and QA checklist - the documented process behind a consistent, on-time report.