A report change is ready to close when someone has checked the result against the original request. Keep that request beside the implementation task, including the report version and the person who can approve it. A status marked Done is too easy to misread when the requester still expects a correction.<\/p>\n\n\n\n
For a small reporting team, a shared task database can hold these decisions without becoming a second copy of the reporting system. Keep calculations and access controls in the systems responsible for them. Use the task record to explain the change and point reviewers to the right evidence.<\/p>\n\n\n\n
Replace an instruction such as \u201cfix the monthly sales chart\u201d with a specific observation. For example, record that the March total in a named report differs from an agreed comparison after a particular region filter is applied. Treat this as a hypothetical request format, not as proof that either number is wrong.<\/p>\n\n\n\n
Give the task a report link, a named owner and an acceptance condition. Put the selected filters and expected result in the page body, together with a sanitized screenshot if needed. A reviewer needs enough context to repeat the check; customer records and credentials do not belong in a broadly shared task.<\/p>\n\n\n\n
Use stages such as Requested, Investigating, Ready for review and Closed. Decide who moves a request into Closed before work starts. If the team already organizes projects in Notion<\/a>, attach the reporting request to its parent project so the implementation and the review remain part of the same plan.<\/p>\n\n\n\n