Weekly Meeting Update

How to use this page

1. 1

   Choose the client and report period

   Select a client and review the current draft and date range. Use the period controls in edit mode or Custom range when you need a different reporting window. Rolling periods resolve to explicit calendar dates in Eastern Time, and the page keeps the selected reporting window with the draft.

2. 2

   Review an automated weekly report draft

   When an internal draft is available, review its source window, evidence, summary, learned points, work in progress, trends, information requests, referrals, reconnection attempts, call details, and SDR reviews. The preview is review-only and clients cannot see it. While a pending automated draft is waiting for review, publish and new-draft actions remain hidden until you edit the full draft.

3. 3

   Edit the full automated draft

   Select Edit full draft and confirm. The generated sections move into the editable report, and the page scrolls to the editing workspace and focuses the first editor. The original automated copy stays available as the preserved source until the report is published. Editing the full draft does not publish it. If the draft was already applied, select Restore full draft into editor to put the preserved generated sections back into the editor.

4. 4

   Refresh the performance snapshot

   Select Refresh to update the live snapshot for dials, conversations, meetings booked, meetings held, Potential Meetings, emails sent, email open rate, and connection rate. Metrics refresh automatically when the page opens within six hours of the next client meeting, and strategists can refresh them manually. The selected range also refreshes source-backed meeting rows.

5. 5

   Edit the client-ready report

   Select Edit update to open the editable report. The page moves to the editing workspace and focuses the first editor. Change the title, narrative sections, live row status and notes, section order, section visibility, custom sections, charts, meeting timing, time zone, date range, and source history. Draft changes save automatically and stay private. Use Hide from client view or Show in client view on a section to control the published client view. Client sync notes stay in the internal notes rail and are excluded from the client-ready view and Google Doc export. Their Saving, Saved automatically, or Save failed status is tracked separately, so note autosaves do not disable the report's publication controls.

6. 6

   Preview and publish the report

   When the draft is ready, select Preview client view to leave edit mode and review the client-ready presentation. Select Publish to client to create the published report for that reporting week. If that week is already published, the action becomes Update published report and updates the same client-visible week. Publishing opens the published report in the history area.

7. 7

   Review source-backed meeting sections

   Booked meetings sync selected-range Platform contacts. Meetings to Review covers older Meeting Set or Rescheduled contacts. Potential Meetings explains the automatic metric, while manual or legacy rows remain distinct. Live source rows retain their source identity, and a status change applies immediately to the underlying contact. Matching notes remain with the report.

8. 8

   Review, revise, or unpublish history

   Published weekly reports lists one editable published report for each reporting week. Select a report to open it, use Export for a Google Doc, or select Edit to restore that published week into the current editable draft. The page scrolls to the editing workspace after the restore. Earlier versions and distinct drafts remain in internal revision history. Unpublish removes the report from the client view but preserves an internal revision that can be edited and published again. Open history to review uploaded source documents, prior saved update context, and revision entries; in edit mode, Upload source adds another source document and returns you to the editing workspace.

What the buttons do

Refresh

Refreshes live report metrics and source-backed meeting rows when available. Report draft saving and internal client sync note saving show separate statuses.

Edit full draft

Moves the private automated draft preview into the editable report after confirmation without publishing it, then takes you to the editing workspace.

Restore full draft into editor

Restores every generated section from the preserved automated source into the editor after confirmation and takes you to the editing workspace.

Edit update

Opens the editable report view for narrative, rows, visibility, order, charts, and custom sections when no pending automated draft is waiting for review, then focuses the editing workspace.

Exit edit

Leaves edit mode after the latest report draft changes have saved. The report returns to read mode without publishing it.

Preview client view

Leaves edit mode and shows the client-ready view of the saved draft. It does not publish the report.

Publish to client

Publishes the current report for its reporting week and makes its client-visible sections available to the client.

Update published report

Updates the already published report for the same reporting week after the report draft has been revised.

New blank report

Starts a new editable report when the reporting-period rules allow it and no pending automated draft blocks the action, then takes you to the editing workspace.

New current-week report

Starts a blank report for the current calendar week when the existing default period is already published and the current week is available, then takes you to the editing workspace.

Export to Google Doc

Creates and opens a Google Doc copy of the current report or a selected published report. Internal client sync notes are excluded.

Open history

Expands uploaded source documents, prior saved update context, and internal revision history.

Upload source

Adds a DOC, DOCX, PDF, TXT, CSV, or XLSX source document to the internal report history while editing, then returns you to the editing workspace.

Edit

Restores a selected published report into the editable current draft after confirmation and takes you to the editing workspace.

Unpublish

Removes a published report from the client view while preserving an internal revision.

Hide from client view / Show in client view

Controls whether an individual report section appears in the client-ready view.

Add chart

Adds a chart to an editable report section.

Add row

Adds a manual meeting or prospect row to an editable meeting section.

Common questions