Setup Weekly Reporting

Create or update Weekly Report Pack

Report pack allows you to select set of reports to be generated in one run. The report pack can be sent using workflow automation and timer services on regular level to selected recipients.

Create new weekly report view

Copy existing report and add filter for last week

Video below shows how to create new report by copying existing report on Deals Overview. The aim is to show only Deals created in last week (today minus 7 days).