SOP โ€บWork & Process โ€บMonthly Reporting

Monthly Reporting

The Status app generates client reports from Asana at month end.

The rule โ€” If it isn't logged in Asana, it won't be in the report. Everything that happened for a client must be in Asana.

At month end, the Report view (/report/{client}) reads Asana and produces the client report: completed + in-progress work, hours, deliverables, and review metrics. It flags completed tasks missing hours โ€” fix those first.

What must be logged
  • All production tasks and deliverables
  • All internal and client meetings
  • All research and account work done for the client
  • Hours on every single task and subtask
Last updated 2026-06-11ยทSource: sop-sga-statusโœŽ edit via Claude Code