Document delivery before interpreting outcomes
List approved fact changes, posts, media, responses, monitoring findings and resolved issues. This separates what the provider completed from outcomes influenced by demand and third-party systems.
State the source and reporting period
Profile actions, website analytics, call measurement and Ads conversions can use different attribution rules. Every chart or number needs its source, period and material tracking limitation.
Finish with decisions
Highlight unusual changes, unresolved access or policy issues, service demand observations and the next priorities. Reporting should support an approval or operating decision, not only fill a dashboard.
Last reviewed: 16 August 2026. Provider features and policies can change; confirm current account controls before acting.