Report QA
Cycle / Reporting rules
build 2026.08.26-72 · b49bf00
Reporting rules
A monthly is owed
- when a product delivered for 7 days or more of the
reporting month.
- One product meeting that is enough for the client's report.
- Under 7 days: not owed. It waits for next month.
A lifetime is owed
- when an order ends inside the cycle - the reporting month through
the 3rd business day of the next one.
- Short runs are not exempt. An order that ended on the 2nd owes one.
- Not owed if the ended order overlaps an order still running.
- Not owed if that campaign's lifetime has already gone out. If its
end date moves out afterwards, it is owed again when the campaign ends.
A campaign of 30 days or less
- owes its lifetime only, when it ends in the month it started and has had
no monthly before.
What each report is checked against
- Monthly: the products live that month, that month's budget, and a
date range of month start to month end.
- Lifetime: the products that ran during the campaign, the whole
campaign's goal, and a date range matching the order's start and end.
- A finished campaign more than 10% under its goal is flagged.
Names
- Monthly:
July 2026_Client 53908.pdf
- Lifetime:
Lifetime_Client 53908.pdf
- A file that arrives without its order id is renamed and flagged.
Delivery
- A partner is packaged once every one of its reports is signed off.
- Drive or Dropbox is set per partner on the Partners page.
- A sign-off is pulled when a re-check finds a failure that was not there
when it was signed.