The Monday Reports list shows every weekly recap generated for the selected business, with status, review state, and per-row actions.
Filters
Three filters sit above the table:
- Week date range — Filter to reports whose week falls inside the range.
- Status — Pending, Generating, Completed, Failed.
- Review status — Draft, Approved, Sent.
Columns
| Column | Description |
|---|
| Week | The week the report covers (for example, 23 May 2026 – 29 May 2026). |
| Status | Generation status. Completed (green) means the report is ready to read. |
| Review | Workflow state. Draft (orange) until you approve; Approved (blue) once approved; Sent once delivered. |
| Generated | Timestamp of the most recent successful generation. |
| Last sent | When the report was last sent to the client. — if never sent. |
| Actions | Per-row eye (preview), paper-plane (send), regenerate, and delete icons. |
Row actions
- Preview (eye icon) — Opens the report in a side panel for review.
- Send (paper-plane icon) — Delivers the report to the configured client recipients and stamps Last sent.
- Regenerate (refresh icon) — Re-runs the AI against fresh data using the same template. Useful after a late sync or template change.
- Delete (trash icon) — Removes the report. Doesn’t affect the underlying data.
Generate a report
Select Generate in the header to open the Generate Monday Report dialog.
Fields
| Field | Description |
|---|
| Business | The business this report covers. Defaults to the currently selected business. |
| Template | Choose System default — Standard Weekly Recap or any custom template uploaded under Templates. The dialog shows a one-line description (for example, The built-in canonical layout.). |
| Quick select | Quick chips to set the week: Last week, 2 weeks ago, 3 weeks ago. |
| Week start (Sunday) | Date picker if you need a specific week. Pick any day; the dialog snaps to that week’s Sunday. |
If a client expects a custom layout, set their custom template as the default for that business scope before generating so you don’t have to pick it every time.
