Monday Report Templates controls the layout of every generated report. Open it from the Templates button in the Monday Reports header.
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
| Field | Notes |
|---|
| Choose file | Sample report file. Supported formats: PDF, DOCX, MD, HTML, or TXT. Max 5 MB. |
| Template name | Required. Shown in the templates list and in the Generate dialog. |
| Scope (optional) | Which businesses this template applies to. Leave empty to apply to all businesses in the tenant. |
| Set as default for the chosen scope | Toggle on so future reports in that scope use this template automatically without picking it each time. |
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:
| Column | Description |
|---|
| Name | Template name plus the Built-in badge for the system default. |
| Ver. | Version number (for example, v1). Increments when you re-upload. |
| Updated | When the template was last modified. — for the built-in. |
| Actions | Preview, Set as default (star), regenerate analysis, and delete icons. Built-in templates only show preview. |
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.
