Built-in template
The Standard Weekly Recap ships with the product and is marked Built-in in the templates list. It’s the fallback when no custom template is set:When no template is set, the built-in Standard Weekly Recap structure is used. Set a template as default to start generating reports against it.You can preview the built-in template but can’t edit or delete it.
Upload a custom template
Select + Upload template in the top right to open the Upload Report Template dialog.Fields
Select Upload & Analyze to save. The AI parses the file, learns the structure (sections, ordering, tone, chart placement), and stores a versioned template ready for use.
The uploaded file is treated as a structural example, not a content source. Real numbers always come from the live Facebook and GoHighLevel data for the report’s week.
Templates list
The list shows every available template with these columns:Versioning
Re-uploading a template (same name + scope) increments the version. Previously generated reports keep referencing the version they were rendered with, so older reports stay readable even after you change the template.Where templates are used
- The Template dropdown in the Generate Monday Report dialog lists every template available to the selected business.
- When the Set as default flag is on, scheduled Automation runs use the default automatically.