Getting a Monday morning summary email

The Weekly Reports Digest sends you a summary email each Monday morning with your revenue, bookings, and key metrics from the past week.

Where to find it

Messages → Automated messages, then scroll to the Alerts & reports card below the template list and find Weekly Reports Digest. Press Save at the bottom of that card after switching it on.

The Weekly Reports Digest toggle

How it works

• Enabled — off by default. Turn this on to start receiving the Monday morning digest email. It's a single toggle with no further configuration.

Example

If you turn this on, every Monday morning you'll get an email summarizing how many bookings you took, how much revenue came in, and other key numbers from the previous week — without having to open the dashboard.

Good to know

• The digest goes to the account owner's login email, not to the customer-facing business contact Email. If you have more than one owner, only one of them receives it.
• For a live, always-updated view instead of a once-a-week email, check the dashboard directly.