GFS Design System — Reports & Analytics — Sales, Operations, QBR, KPIs

R1 Weekly Sales Report Summary / By Rep / By Product / Pipeline

Global Food Solutions, Inc.

Weekly Sales Report

Week 20 — May 11–17, 2026
Report# GFS-SR-W20-2026

Weekly Revenue

$847K

+12.4% vs. W19

Orders

142

+8 vs. W19

Avg Order Value

$5,964

+$340 vs. W19

New Accounts

3

Good Eats referrals

Pipeline

$2.1M

14 active opportunities

Sales by Representative

Rep	Territory	Orders	Revenue	vs. Target
Michael Levine	NYC Metro / National	52	$362,400	+18%
Maria Santos	Long Island / NE	44	$248,600	+8%
Tom Williams	Western PA / OH	28	$148,200	-4%
Sarah Kim	Brooklyn / Queens	18	$87,800	+22%

Sales by Product Category

Category	Revenue	% of Total	vs. W19
Cheese	$352,800	41.6%	+14%
Eggs	$178,400	21.1%	+9%
Dairy (Other)	$142,600	16.8%	+11%
Frozen	$89,400	10.6%	+18%
Dry Goods & Oils	$83,800	9.9%	-2%

Weekly Revenue Trend (Last 8 Weeks)

W13

W14

W15

W16

W17

W18

W19

W20

Weekly sales report distributed Monday 8:00 AM. Data sourced from NetSuite SO records. Pipeline represents open opportunities with ≥ 50% probability.

R2 Monthly Operations Report KPI Scorecard / Shipments / On-Time / Temp / Complaints

Monthly Operations Report — May 2026

All Facilities — Edgewood, NY & Hermitage, PA

GFS-OPS-M05-2026

Operational KPI Scorecard

Shipments

624

+47 vs. Apr

On-Time %

96.8%

Target: 95%

Temp Compliance

99.2%

Target: 99%

Fill Rate

98.4%

Target: 97%

Complaints

3

Target: ≤ 5

Avg Delivery Time

4.2 hrs

-0.3 vs. Apr

Shipment Volume (Daily, May 2026)

1

5

8

12

15

19

22

26

29

On-Time Delivery Trend (Last 6 Months)

Dec

Jan

Feb

Mar

Apr

May*

Action Items

Implement revised route optimization for Brooklyn/Queens corridor

Complete

Address temp excursion on GFS-T-104 reefer (compressor repair in progress)

In Progress

Evaluate additional LTL carrier for Hermitage → Pittsburgh corridor

Planned

Monthly ops report due by 5th business day. Reviewed in Monday leadership meeting. Temperature excursions trigger immediate corrective action per SOP-QA-004.

R3 Quarterly Business Review Cover / Executive Summary / Financials / YoY / Priorities

Global Food Solutions, Inc.

Quarterly
Business Review

Q2 2026 — April–June

Prepared by: Michael Levine, CEO
Date: July 2026
Confidential

Executive Summary

Q2 2026 delivered strong performance across all business lines. Revenue of $12.8M exceeded plan by 6.2%, driven by expanded cheese distribution and new account acquisition in the NYC metro area. Gross margin improved to 28.4% on favorable commodity pricing and operational efficiencies. The Hermitage facility reached 85% utilization. Key risks include CME cheese price volatility and pending regulatory requirements for the Edgewood facility licensing.

Financial Summary

Metric	Q2 2026 Actual	Q2 2026 Plan	Variance	Q2 2025 Actual	YoY Change
Revenue	$12,840,000	$12,090,000	+$750K (+6.2%)	$11,200,000	+14.6%
COGS	$9,194,000	$8,826,000	+$368K	$8,400,000	+9.5%
Gross Profit	$3,646,000	$3,264,000	+$382K	$2,800,000	+30.2%
Gross Margin	28.4%	27.0%	+1.4 pts	25.0%	+3.4 pts
Operating Expenses	$2,180,000	$2,100,000	+$80K	$1,900,000	+14.7%
Net Income	$1,466,000	$1,164,000	+$302K (+25.9%)	$900,000	+62.9%

Key Wins

Closed Good Eats rebate program — $2.4M annual contract

Hermitage facility at 85% utilization, ahead of plan

Gross margin +3.4 pts YoY on CME positioning

3 new accounts from referral program

On-time delivery improved to 96.8% (from 94.1%)

Challenges

Edgewood facility license renewal pending (NYSDAM 20-C)

CME cheddar price volatility — +$0.12/lb in June

GFS-T-104 reefer downtime — 6 days lost

Western PA territory underperforming (-4% vs. target)

AR aging: $786K outstanding > 30 days

Q3 2026 Priorities

Revenue

Target $13.5M

Expand USDA commodity programs. Close Brown Box Pancakes bid. Grow Hermitage customer base.

Operations

97% On-Time Target

Complete facility license renewal. Add 2nd truck for PA routes. Implement route optimization V2.

Technology

Platform Migration

Launch GFS Pricing Platform (Cloudflare D1). Complete TBA report migration. Deploy SuiteAttach V2.

QBR presented within 10 business days of quarter close. Distributed to CEO, Operations, Finance, and Board of Directors.

R4 Daily Shipping Log Shipments / On-Time / Late / Carrier / Exceptions

Daily Shipping Log — May 16, 2026

Edgewood Facility · Dock Manager: James Rodriguez

Total Shipments

28

On-Time

26

Late

2

On-Time Rate

92.9%

Total Cases

847

Breakdown by Carrier

GFS Fleet

18

18/18 on time

LTL Partner

6

6/6 on time

Customer Pickup

2

2/2 on time

Spot Carrier

2

0/2 on time

Exceptions

Ship#	Customer	Carrier	Scheduled	Actual	Delay	Reason
SH-0516-022	Metro Fresh Market	Spot Carrier (ABC Freight)	8:00 AM	9:45 AM	+1:45	Carrier late to dock — dispatching error
SH-0516-025	Queens Food Corp	Spot Carrier (ABC Freight)	10:00 AM	11:30 AM	+1:30	Same carrier, cascading delay from SH-022

Daily shipping log emailed at 5:00 PM to Operations, Sales, and Customer Service. Exceptions trigger next-day follow-up with carrier.

R5 Customer Profitability Report Revenue / COGS / Margin / Freight / Net / Ranking

Customer Profitability Analysis — Q2 2026

Top 10 Customers by Revenue

Rank	Customer	Revenue	COGS	Gross Margin	GM %	Freight	Net Margin	Net %
1	Good Eats Deli	$624,000	$436,800	$187,200	30.0%	$18,720	$168,480	27.0%
2	Metro Fresh Market	$412,000	$300,760	$111,240	27.0%	$14,420	$96,820	23.5%
3	Brooklyn Kitchen Supply	$348,000	$260,800	$87,200	25.1%	$10,440	$76,760	22.1%
4	Queens Food Corp	$286,000	$214,500	$71,500	25.0%	$11,440	$60,060	21.0%
5	LI Foodservice Group	$248,000	$186,000	$62,000	25.0%	$12,400	$49,600	20.0%
6	PA Food Distributors	$224,000	$172,480	$51,520	23.0%	$15,680	$35,840	16.0%
7	Tri-State Bakery	$196,000	$149,960	$46,040	23.5%	$7,840	$38,200	19.5%
8	Discount Foods LLC	$182,000	$150,860	$31,140	17.1%	$16,380	$14,760	8.1%

■ Profitability Analysis: Net margin ≥ 20% = Tier A. 15-20% = Tier B. 10-15% = Tier C. Below 10% = Review Required.
Discount Foods LLC flagged for pricing review — high freight cost relative to revenue. Consider freight surcharge or minimum order increase.

Customer profitability calculated quarterly. COGS from NetSuite item costing (FIFO). Freight allocated by actual delivery cost per customer.

R6 Executive KPI Scorecard 12 KPIs / 4x3 Grid / Metric / Target / Trend / Status

Executive KPI Scorecard

May 2026 — Global Food Solutions, Inc.

Updated: 05/17/2026 06:00 EST

Monthly Revenue

$3.4M

+8.2%

Target: $3.2M

Gross Margin

28.4%

+1.4 pts

Target: 27.0%

AR Days Outstanding

34

+4 days

Target: ≤ 30 days

Cash Position

$1.8M

Healthy

Target: ≥ $1.5M

On-Time Delivery

96.8%

+1.8%

Target: 95%

Order Fill Rate

98.4%

+0.4%

Target: 97%

Temp Compliance

99.2%

+0.2%

Target: 99%

Inventory Turns

8.4x

+0.6

Target: 7.5x

Customer Complaints

3

-2

Target: ≤ 5/month

Safety (TRIR)

2.4

Below avg

Industry avg: 3.8

Headcount

24

Stable

Plan: 24 FTEs

Active Accounts

87

+3 net

+5 new, -2 churned

 On/Above Target
 Below Target (< 5%)
 Significantly Below (> 5%)
 Tracking / Neutral

Executive scorecard refreshed daily at 06:00 EST from NetSuite. Presented in Monday leadership meeting. AR Days flagged for focused collection effort.

R7 Flash Report Template Daily 1-Page Executive Briefing

The flash report is a single-page daily briefing delivered to the CEO and leadership team by 8:00 AM. It captures yesterday's key metrics, exceptions, and action items in a scannable format. No narrative — just data, deltas, and decisions needed.

Flash Report Template

Global Food Solutions, Inc. — 131 Heartland Blvd, Edgewood, NY 11717

Yesterday Revenue

$168K

+8% vs. avg

Orders Shipped

28

Normal volume

On-Time Rate

96.4%

Above target

Exceptions

2

See below

Cash Position

$1.84M

Healthy

Exception Log

Time	Type	Description	Impact	Owner	Status
14:20	Temp	GFS-T-104 reefer temp excursion: 42F for 18 min during Brooklyn delivery	12 cases dairy at risk	J. Rodriguez	Investigating
16:45	Late	LI Foodservice delivery delayed 45 min — traffic on LIE	Customer notified	R. Chen	Resolved

Product Mix (Yesterday)

Category	Revenue	% Total	Cases
Cheese	$72,400	43.1%	186
Eggs	$34,200	20.4%	248
Dairy (Other)	$28,600	17.0%	142
Frozen	$18,400	11.0%	96
Dry Goods	$14,400	8.6%	175

7-Day Revenue Trend ($K)

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Decisions Needed Today

Urgent

Approve/reject 12 cases dairy from temp excursion (GFS-T-104). QA assessment due by 10 AM.

CEO Decision

Review

Good Eats Deli requesting 15% volume increase for June. Pricing and capacity review needed.

Sales + Ops

Info

CME cheddar blocks closed at $1.8425/lb yesterday (+$0.0125). Barrel at $1.7850 (+$0.0075).

Pricing Team

■ Flash Report Rules: Delivered by 8:00 AM ET daily. One page maximum. Exceptions highlighted in red/amber. Decisions needed listed with owner and deadline. No opinions — data only. Distributed to: CEO, VP Ops, VP Sales, Director Finance.

Flash report auto-generated from NetSuite data at 6:00 AM. Exceptions manually added by overnight operations. PDF emailed and posted to shared drive.

R8 Exception Report Temperature / Delivery / Quality / Billing Exceptions

The exception report captures all operational deviations from standard parameters. Every temperature breach, late delivery, quality hold, and billing discrepancy is logged, categorized, and tracked to resolution. This is the operational immune system of GFS.

Exception Report

Global Food Solutions, Inc. — 131 Heartland Blvd, Edgewood, NY 11717

Open Exceptions

7

3 new today

Avg Resolution Time

4.2 hrs

Target: < 8 hrs

Temp Breaches (MTD)

2

Target: 0

Late Deliveries (MTD)

4

Target: < 3

Active Exceptions — Week of 05/12/2026

ID	Date	Type	Severity	Description	Customer Impact	Owner	Status	Resolution
EXC-0517-001	05/17	Temp	P1	GFS-T-104 reefer reached 42F during Brooklyn stop (18 min excursion)	Brooklyn Kitchen Supply — 12 cases dairy at risk	J. Rodriguez	Investigating	QA inspection scheduled 05/17 10:00 AM
EXC-0516-003	05/16	Late	P2	Queens Food Corp delivery 1:30 late — spot carrier cascading delay	Queens Food Corp — received product, minor inconvenience	R. Chen	Resolved	Customer notified. Carrier flagged for review. No credit needed.
EXC-0516-002	05/16	Late	P2	Metro Fresh delivery 1:45 late — spot carrier dispatching error	Metro Fresh Market — disrupted receiving schedule	R. Chen	Resolved	Carrier replaced for next week. $50 freight credit issued.
EXC-0515-001	05/15	Quality	P3	Barrel cheddar lot BG-0514-C2 — moisture reading 38.2% (spec: 35-37%)	None — caught at receiving. Product quarantined.	QA Team	Open	Vendor notified. Awaiting replacement lot. RMA submitted.
EXC-0514-002	05/14	Billing	P4	Good Eats invoice #28421 — pricing discrepancy on mozzarella ($2.40 vs $2.32/lb)	Good Eats Deli — overpaid by $84.00	AP Team	Resolved	Credit memo CM-05142 issued for $84.00. Applied to next invoice.

Exception Trend — Last 12 Weeks

Weekly Exception Count by Type

W13

W14

W15

W16

W17

W18

W19

W20

Severity Classification

P1

Critical — product safety or major customer impact. Resolve within 4 hours. CEO notification required.

P2

High — service level impact or customer complaint. Resolve within 8 hours. Manager escalation.

P3

Medium — operational deviation, no immediate customer impact. Resolve within 24 hours.

P4

Low — administrative or billing. Resolve within 48 hours. Standard workflow.

Exception report reviewed in daily standup at 8:30 AM. Open P1/P2 items escalate automatically after SLA window. Monthly trend analysis presented in ops meeting.

R9 Trend Analysis Template Month-over-Month / YoY / Seasonality / Forecasting

Trend analysis template for identifying patterns in revenue, volume, and operational metrics. Uses 12-month rolling views with seasonal overlays and year-over-year comparisons. Key for pricing decisions, capacity planning, and budget forecasting.

Trend Analysis Template

Global Food Solutions, Inc. — 131 Heartland Blvd, Edgewood, NY 11717

Reports Active

24

Auto-Generated

18

75% automated

Manual

6

In progress to automate

Recipients

12

Trend Analysis Template — Detail View

Report Name	Frequency	Source	Format	Owner	Recipients	Delivery	Status
Flash Report	Daily	NetSuite + Manual	PDF	Operations	CEO, VP Ops, VP Sales	Email 8:00 AM	Active
Weekly Sales Report	Weekly (Mon)	NetSuite SO	HTML + PDF	Sales	All Sales, CEO	Email 8:00 AM Mon	Active
Monthly Ops Report	Monthly (5th BD)	NetSuite + TMS	PDF	Operations	Leadership Team	Shared Drive + Email	Active
Customer Profitability	Quarterly	NetSuite GL	Excel + PDF	Finance	CEO, Sales Mgrs	Email + Meeting	Active
QBR Deck	Quarterly	All Systems	PDF / HTML	CEO	Board, Leadership	Presentation	Active
Exception Report	Daily	NetSuite + IoT	HTML	Operations	Ops Team, CEO	Dashboard + Email	Active
Fleet Fuel Log	Monthly	Manual + Receipts	Excel	Fleet Mgr	VP Ops, Finance	Shared Drive	Semi-Auto
Inventory Valuation	Semi-Monthly	NetSuite	PDF	Finance	CEO, Controller	Email	Active
AR Aging Report	Weekly (Fri)	NetSuite AR	PDF	Finance	CEO, AP/AR Team	Email 5:00 PM Fri	Active
Vendor Scorecard	Quarterly	NetSuite + QA	HTML	Procurement	VP Ops, QA Mgr	Portal + Email	Planned
CME Price Tracker	Daily	CME API	HTML	Sales	Sales Team, CEO	Dashboard	Active
ESG Scorecard	Quarterly	Manual + Fleet	PDF	Operations	Board, CEO	Board Package	Semi-Auto

Role-Based Distribution Matrix

Report	CEO	VP Ops	VP Sales	Finance	QA	Warehouse	Drivers	Board
Flash Report	✓	✓	✓	✓	—	—	—	—
Weekly Sales	✓	—	✓	✓	—	—	—	—
Monthly Ops	✓	✓	✓	✓	✓	✓	—	—
QBR	✓	✓	✓	✓	✓	—	—	✓
Exception Report	✓	✓	—	—	✓	✓	—	—
ESG Scorecard	✓	✓	—	—	—	—	—	✓

Trend Analysis Template managed by Operations. Updates to schedule require CEO approval. All automated reports run via NetSuite Saved Searches + TBA RESTlet integration.

R10 Board-Ready Executive Summary One-Page / Financials / Strategy / Risks / Outlook

The board-ready executive summary distills the entire quarter into a single page. Designed for GFS board members who need to understand performance, strategy, and risks in under 5 minutes. Every word earns its place.

Board-Ready Executive Summary

Global Food Solutions, Inc. — 131 Heartland Blvd, Edgewood, NY 11717

Reports Active

24

Auto-Generated

18

75% automated

Manual

6

In progress to automate

Recipients

12

Board-Ready Executive Summary — Detail View

Report Name	Frequency	Source	Format	Owner	Recipients	Delivery	Status
Flash Report	Daily	NetSuite + Manual	PDF	Operations	CEO, VP Ops, VP Sales	Email 8:00 AM	Active
Weekly Sales Report	Weekly (Mon)	NetSuite SO	HTML + PDF	Sales	All Sales, CEO	Email 8:00 AM Mon	Active
Monthly Ops Report	Monthly (5th BD)	NetSuite + TMS	PDF	Operations	Leadership Team	Shared Drive + Email	Active
Customer Profitability	Quarterly	NetSuite GL	Excel + PDF	Finance	CEO, Sales Mgrs	Email + Meeting	Active
QBR Deck	Quarterly	All Systems	PDF / HTML	CEO	Board, Leadership	Presentation	Active
Exception Report	Daily	NetSuite + IoT	HTML	Operations	Ops Team, CEO	Dashboard + Email	Active
Fleet Fuel Log	Monthly	Manual + Receipts	Excel	Fleet Mgr	VP Ops, Finance	Shared Drive	Semi-Auto
Inventory Valuation	Semi-Monthly	NetSuite	PDF	Finance	CEO, Controller	Email	Active
AR Aging Report	Weekly (Fri)	NetSuite AR	PDF	Finance	CEO, AP/AR Team	Email 5:00 PM Fri	Active
Vendor Scorecard	Quarterly	NetSuite + QA	HTML	Procurement	VP Ops, QA Mgr	Portal + Email	Planned
CME Price Tracker	Daily	CME API	HTML	Sales	Sales Team, CEO	Dashboard	Active
ESG Scorecard	Quarterly	Manual + Fleet	PDF	Operations	Board, CEO	Board Package	Semi-Auto

Role-Based Distribution Matrix

Report	CEO	VP Ops	VP Sales	Finance	QA	Warehouse	Drivers	Board
Flash Report	✓	✓	✓	✓	—	—	—	—
Weekly Sales	✓	—	✓	✓	—	—	—	—
Monthly Ops	✓	✓	✓	✓	✓	✓	—	—
QBR	✓	✓	✓	✓	✓	—	—	✓
Exception Report	✓	✓	—	—	✓	✓	—	—
ESG Scorecard	✓	✓	—	—	—	—	—	✓

Board-Ready Executive Summary managed by Operations. Updates to schedule require CEO approval. All automated reports run via NetSuite Saved Searches + TBA RESTlet integration.

R11 Automated Report Schedule Daily / Weekly / Monthly / Quarterly / Annual Cadence

Master schedule of all automated and manual reports generated by GFS. Includes delivery time, recipients, data source, and format. Ensures no report is missed and every stakeholder receives the right information at the right time.

Automated Report Schedule

Global Food Solutions, Inc. — 131 Heartland Blvd, Edgewood, NY 11717

Reports Active

24

Auto-Generated

18

75% automated

Manual

6

In progress to automate

Recipients

12

Automated Report Schedule — Detail View

Report Name	Frequency	Source	Format	Owner	Recipients	Delivery	Status
Flash Report	Daily	NetSuite + Manual	PDF	Operations	CEO, VP Ops, VP Sales	Email 8:00 AM	Active
Weekly Sales Report	Weekly (Mon)	NetSuite SO	HTML + PDF	Sales	All Sales, CEO	Email 8:00 AM Mon	Active
Monthly Ops Report	Monthly (5th BD)	NetSuite + TMS	PDF	Operations	Leadership Team	Shared Drive + Email	Active
Customer Profitability	Quarterly	NetSuite GL	Excel + PDF	Finance	CEO, Sales Mgrs	Email + Meeting	Active
QBR Deck	Quarterly	All Systems	PDF / HTML	CEO	Board, Leadership	Presentation	Active
Exception Report	Daily	NetSuite + IoT	HTML	Operations	Ops Team, CEO	Dashboard + Email	Active
Fleet Fuel Log	Monthly	Manual + Receipts	Excel	Fleet Mgr	VP Ops, Finance	Shared Drive	Semi-Auto
Inventory Valuation	Semi-Monthly	NetSuite	PDF	Finance	CEO, Controller	Email	Active
AR Aging Report	Weekly (Fri)	NetSuite AR	PDF	Finance	CEO, AP/AR Team	Email 5:00 PM Fri	Active
Vendor Scorecard	Quarterly	NetSuite + QA	HTML	Procurement	VP Ops, QA Mgr	Portal + Email	Planned
CME Price Tracker	Daily	CME API	HTML	Sales	Sales Team, CEO	Dashboard	Active
ESG Scorecard	Quarterly	Manual + Fleet	PDF	Operations	Board, CEO	Board Package	Semi-Auto

Role-Based Distribution Matrix

Report	CEO	VP Ops	VP Sales	Finance	QA	Warehouse	Drivers	Board
Flash Report	✓	✓	✓	✓	—	—	—	—
Weekly Sales	✓	—	✓	✓	—	—	—	—
Monthly Ops	✓	✓	✓	✓	✓	✓	—	—
QBR	✓	✓	✓	✓	✓	—	—	✓
Exception Report	✓	✓	—	—	✓	✓	—	—
ESG Scorecard	✓	✓	—	—	—	—	—	✓

Automated Report Schedule managed by Operations. Updates to schedule require CEO approval. All automated reports run via NetSuite Saved Searches + TBA RESTlet integration.

R12 Report Distribution Matrix Who Gets What / Role-Based / Frequency / Channel

The distribution matrix maps every report to its audience, delivery channel, and frequency. Role-based access ensures each team member receives relevant information without information overload.

Report Distribution Matrix

Global Food Solutions, Inc. — 131 Heartland Blvd, Edgewood, NY 11717

Reports Active

24

Auto-Generated

18

75% automated

Manual

6

In progress to automate

Recipients

12

Report Distribution Matrix — Detail View

Report Name	Frequency	Source	Format	Owner	Recipients	Delivery	Status
Flash Report	Daily	NetSuite + Manual	PDF	Operations	CEO, VP Ops, VP Sales	Email 8:00 AM	Active
Weekly Sales Report	Weekly (Mon)	NetSuite SO	HTML + PDF	Sales	All Sales, CEO	Email 8:00 AM Mon	Active
Monthly Ops Report	Monthly (5th BD)	NetSuite + TMS	PDF	Operations	Leadership Team	Shared Drive + Email	Active
Customer Profitability	Quarterly	NetSuite GL	Excel + PDF	Finance	CEO, Sales Mgrs	Email + Meeting	Active
QBR Deck	Quarterly	All Systems	PDF / HTML	CEO	Board, Leadership	Presentation	Active
Exception Report	Daily	NetSuite + IoT	HTML	Operations	Ops Team, CEO	Dashboard + Email	Active
Fleet Fuel Log	Monthly	Manual + Receipts	Excel	Fleet Mgr	VP Ops, Finance	Shared Drive	Semi-Auto
Inventory Valuation	Semi-Monthly	NetSuite	PDF	Finance	CEO, Controller	Email	Active
AR Aging Report	Weekly (Fri)	NetSuite AR	PDF	Finance	CEO, AP/AR Team	Email 5:00 PM Fri	Active
Vendor Scorecard	Quarterly	NetSuite + QA	HTML	Procurement	VP Ops, QA Mgr	Portal + Email	Planned
CME Price Tracker	Daily	CME API	HTML	Sales	Sales Team, CEO	Dashboard	Active
ESG Scorecard	Quarterly	Manual + Fleet	PDF	Operations	Board, CEO	Board Package	Semi-Auto

Role-Based Distribution Matrix

Report	CEO	VP Ops	VP Sales	Finance	QA	Warehouse	Drivers	Board
Flash Report	✓	✓	✓	✓	—	—	—	—
Weekly Sales	✓	—	✓	✓	—	—	—	—
Monthly Ops	✓	✓	✓	✓	✓	✓	—	—
QBR	✓	✓	✓	✓	✓	—	—	✓
Exception Report	✓	✓	—	—	✓	✓	—	—
ESG Scorecard	✓	✓	—	—	—	—	—	✓

Report Distribution Matrix managed by Operations. Updates to schedule require CEO approval. All automated reports run via NetSuite Saved Searches + TBA RESTlet integration.