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Generate a weekly activity report

Create a leadership-ready PDF from recorded interactions, stakeholders, issues, and next actions.

PractitionerTeam leaderExecutiveTeamOrganizationEnterprise

Permission: Any member on a paid plan

Version 1.0 · Last verified 2026-07-15

Generate the report

The report reflects the records inside the selected date range.

  1. 1Open Reports > Weekly Activity Report.
  2. 2Choose this week, last week, last 30 days, or a custom range.
  3. 3Confirm title and included sections.
  4. 4Generate and review the report.
  5. 5Correct source records before sharing if anything is incomplete.

Current boundary

Weekly Activity Report is live. The Advanced Reporting card is marked Coming soon and should not be represented as available.

What happens next

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