Use one sheet to keep the approved source, period, stated metric, held interpretation, marketing owner, evidence, stop condition, and recheck together. It prepares an owner review; it does not decide what the report means.
This sheet does not interpret results, set priorities, approve a claim, attribution, targeting, spend, budget, bid, campaign, channel, landing-page change, consent decision, publication, or customer promise. Authorized marketing, analytics, privacy, and publishing owners control those decisions.
The source, period, hold, owner route, and stop point stay easy to inspect.
Record the approved dashboard or report view, account or channel reference, date range, timezone, and source refresh time. Do not paste exports, audience lists, personal data, credentials, or restricted screenshots into this sheet.
Name the metric exactly as the approved view labels it, with the filter or segment used and any visible data gap. Do not turn a number into a cause, trend, attribution claim, or performance conclusion.
Write the question or exception that needs owner review. Targeting, spend, attribution, performance claims, budget, channel, and priority decisions stay held.
Name the marketing owner, reviewer, and authorized publisher. A preparer can assemble source-backed evidence but cannot approve a claim, change a campaign, or publish a report.
Link approved evidence locations and flag a missing source, conflicting period, unclear metric definition, consent concern, or restricted data. Stop when ownership or publishing authority is unclear.
Record the authorized decision reference, any permitted owner correction, and a business-set recheck. Do not claim a universal reporting cadence or result.
These fictional records show preparation only. On smaller screens, scroll the table sideways to read every field.
| Fictional report | Approved source and stated metric | Held interpretation | Owner route | Evidence and recheck |
|---|---|---|---|---|
| Fictional report MRS-041: webinar registration summary | An approved webinar dashboard view names the reporting period, timezone, stated registration metric, and source-refresh time without exporting attendee details. | Interpretation of registration change, audience fit, follow-up, spend, claims, and campaign priority stays held. | A fictional marketing owner reviews the packet; a named publisher controls any approved summary. | Approved dashboard location, definition note, owner decision reference, and a business-set recheck. |
| Fictional report MRS-076: paid-search weekly snapshot | An approved search-campaign view names the date range, stated click metric, filters, and visible tracking gap without calling the campaign successful or unsuccessful. | Attribution, bid or budget changes, targeting, landing-page changes, performance claims, and reporting conclusion stay held. | A fictional channel owner and reviewer decide the route; the publishing owner controls approved wording. | Safe source locations, missing-proof note, written decision reference, and a business-set recheck. |
Paste this into the business's approved system. Use safe references, not audience data, credentials, exports, or restricted screenshots.
MARKETING CAMPAIGN REPORT SOURCE-REVIEW SHEET SHEET CONTROL Sheet owner: Safe report reference: Approved dashboard, report, or source view: Account or channel reference: Reporting period and timezone: Source refresh time: Prepared by: Marketing owner: Reviewer: Authorized publisher: Review date: Status: [Draft / Under review / Held / Approved in writing / Actioned by authorized owner / Rechecked / Superseded] STATED SOURCE AND METRIC Approved source reference and date: Metric name exactly as shown: Filters, segments, or comparison period: Visible context or data gap: Evidence location: Missing proof, unknowns, or conflict: BOUNDARY CHECK Held interpretation, conclusion, or public statement: Does this involve a performance claim, attribution, targeting, budget, bid, channel, campaign, consent, audience data, publishing, or unclear authority? If yes, named authorized owner and escalation reference: Stop condition: REVIEW AND RECHECK Marketing-owner review reference: Authorized decision reference: Permitted correction or action taken by authorized owner, if any: Approved publishing reference, if published by an authorized owner: Recheck owner and date: Recheck outcome: Use safe references to approved reports and evidence. Do not paste audience lists, personal data, credentials, exports, restricted screenshots, or platform access details here. Completing this sheet does not interpret results, set priorities, approve a claim, attribution, targeting, spend, budget, bid, campaign, channel, landing-page change, consent decision, publication, or customer promise.
The full sheet stays visible and selectable. Nothing is uploaded or saved.
A preparer can collect approved references, state what the source shows, and flag conflicts. The authorized owner decides what happens next.
Use the written escalation route when a request reaches spend, targeting, claims, consent, publishing, restricted data, or an unclear public effect.