Weekly Reports
1. What it is
Weekly Reports gives each person a short report on their week: their wins, what they got done, next week’s plan and anything they could use a hand with. People write it in a form or by talking it through with the Weekly Reports assistant in Ask AI. Their team and their managers read it on a shared poster wall.
- Enablement: Weekly Reports is a licensed app that is off until an admin turns it on. Once it is on, every person the app is open to can write a report.
- What it is not: it is not a timesheet or a performance review. Nothing in a report is scored, and the features that count how people work (who hasn’t filed, how many plans were done) start off.
2. Standing it up
- Turn the app on from the Apps Marketplace. People can now open Weekly Reports and write a report, but nobody is asked to yet.
- Go to Weekly Reports → Settings → Templates and choose New template. A template says which sections a report has, who is asked to write it, and when.
- Under Who is asked, choose Everyone the app is open to, or Only people who match all of these and pick departments, locations, job titles or Everyone under these managers.
- Under the schedule, set How often, Due on, At and Ask them (how long before the due time the ask goes out). Save it with Save template.
- Check Who reads a report on the same Settings page (see §3).
- Confirm it worked: the next time the ask goes out, each person matched gets “Ready to tell us about your week?” under Needs you, with a push to their phone.
The pairing that most often goes wrong: turning the app on asks nobody. Until at least one template is switched on and matches people, no one is asked, no reminder is sent, and the AI cost on Settings reads “No team template asks anyone yet”.
3. How it fits together
Templates. A template is a team’s version of the report. Every template carries the shared sections, in this order to start: Wins, Done this week, Next week, Could use a hand with, and an optional Life outside work. A team can rename and move them, and add its own. Wins always stays first.
A team’s own section is one of three kinds:
- Bullets — lines in the writer’s own words.
- Grouped bullets — lines under a group, such as an account or a program.
- Table — rows with the columns the template names. A table can start from last week’s rows.
For example, a Sales template might read: Wins › Done this week › Pipeline (table: Account, Size, Stage, Due) › Next week › Could use a hand with.
Which template asks whom. A person is asked by the first template in the Settings list that matches them, so order matters. When two templates match someone, Settings says so and names them. Someone no template matches can still write a report, with the shared sections only.
Who reads a report. Each report has a reader setting, chosen by its writer:
| Choice | Who reads it |
|---|---|
| Your team and your managers | The writer’s peers (the people their manager leads), everyone above them on the reporting line, and the template’s standing readers |
| Just your managers | Only the managers above them on the reporting line |
| Everyone in the company | Every person the app is open to |
A draft is read by its writer only. When a writer has no manager on record, the template’s Owner reads their report instead. An admin can make the whole company the default readers (see §5); a writer can still narrow a report to Just your managers.
Template owner versus standing readers. The owner reads only the reports of people with no manager on record. Standing readers read every report on the template, alongside the writer’s team and managers — for example, a Sales operations lead who reads every Sales report.
Plans carry over. Each line under Next week comes back on the following report as a question: done, still going, or let go. A plan that is still going moves into the new week’s plan.
Life outside work is optional, and only the report’s readers see it. It is never searched, translated in bulk, posted or used to draw a poster.
Boundaries with other apps. Draft from my week offers the things a person finished that week in other apps they use — such as Workspace, Worklog, Mango CS, Mango GTM and OKR Hub — and each line links back to where it came from. Reactions use your company’s reaction set from Communications, and the weekly wins post goes out through the News Feed.
4. Running it
What people see each week
- At the time a template sets, each person gets the ask under Needs you, in their own time zone.
- They write in the form, choose Draft from my week, or choose Talk it through to tell the assistant about their week.
- Share my week shares it. Nothing to share this time? skips the week, with an optional reason only the writer sees.
- If the report is still a draft after the due time, one reminder comes at 10:00 AM on the next working day, in the person’s own time zone.
People on approved leave for every working day of the period are not asked. Their week shows an “On leave” card instead.
Reading the week
This week is the poster wall: the week’s wins first, then the asks for a hand, then each report. Readers react and comment on a report. On an ask for a hand, a teammate presses I can help, and the writer marks it sorted. A writer can tick “Let my teammates know” on an ask, so their teammates are told about it.
Managers see a My team view of the people they lead, and can start their own report from the team’s week with Start from my team’s week. Each person’s name opens their reports over time.
After someone shares
- The writer is offered a recognition for each colleague they mentioned with “@First Last”. It opens the Recognitions give form with the line’s words filled in, and nothing is sent until they send it.
- A line that names a day (“RFP due Nov 3”) becomes a reminder for its writer alone, at 9:00 AM on that day. The report lists these under Reminders from your dates.
- People can make a poster of their week: the AI draws a scene from their wins, in your company’s character if you have set one up.
The weekly wins post
Each Monday from 9:00 AM, last week’s wins on reports the whole company can already read are drafted into one News Feed post. It waits for the approver named in Settings under Waiting for your review in Communications. It goes out under their name only once they approve it. With nobody named, no post is drafted.
Searching reports
A line in a report is found in search by the people who may read that report, and never a Life outside work line. Typed on a Weekly Reports page, the header search shows them under Weekly reports.
5. Settings
All on Weekly Reports → Settings, which app admins and company admins see.
| Setting | Default | What it changes |
|---|---|---|
| Let people use the assistant | On | Whether people can write their report by talking to the Weekly Reports assistant in Ask AI |
| Who reads a report | The writer’s team and managers | Choosing The whole company lets every person the app is open to read a report left on the default |
| The weekly wins post — Approver | Nobody | The person each Monday’s wins post is drafted for. They must be able to post to everyone in the News Feed |
| Templates | None | Who is asked, the sections, the schedule, the owner and the standing readers (see §2 and §3) |
Each template’s schedule starts at Every week, due Friday at 5:00 PM, asking 3 hours before.
Features that watch how people work — a list of who hasn’t shared this week’s report, and how many of each person’s plans were done over the last four weeks — are off. They can count as monitoring in some countries, so they are offered only after a legal review.
The AI cost card estimates what the assistant and posters cost your organization each week. This AI is charged to the organization, never to a person’s own AI limit.
6. More help
- Weekly Reports FAQ — specific setup and operating questions
- Ask AI — the assistant answers questions about Weekly Reports from these articles.