How to make a weekly appointments report
Getting the weekly appointments report in Monday CRM requires creating a Dashboard with table and chart widgets, configuring filters by the current week's date range, and grouping data by day or agent. The initial setup process takes about 25 minutes. In Teeo, you request the report and receive it grouped and ready.
How to do it in Teeo
“Give me this week's appointments report”
You receive the weekly summary grouped by day and agent, with totals and status for each appointment.
How to make a weekly appointments report in Monday CRM: step by step
Requirements
- ·The weekly appointments Dashboard is reusable once configured. You only need to update the date filter at the start of each week.
- ·To group by agent, the appointments board must have an 'Assigned Person' or 'Agent' column.
- ·Advanced Charts may require Monday.com Pro plan.
Log in to Monday CRM
Go to monday.com and log in. Navigate to the workspace where appointments are recorded.
Access Dashboards
Click the Dashboards icon in the left sidebar. You can use the daily appointments dashboard if you already have one, or create a new one for the weekly report.
Create a new Dashboard or edit an existing one
Click '+ Add Dashboard' and name it 'Weekly Appointments'. Select a blank layout to configure.
Add a table widget
Click '+ Add Widget' and select the 'Table' widget. Connect the widget to the appointments board.
Apply weekly date range filter
In the table widget, click 'Filter'. Add a filter on the date column: 'Is within this week' or manually select the date range (Monday to Sunday). Apply the filter.
Group results by day
In the widget options, find 'Group by' and select the date or day-of-week column. This will organize appointments by day from Monday to Sunday for clearer reading.
Add a summary chart widget
Click '+ Add Widget' and select 'Chart'. Configure it to show the count of appointments per day or per agent. This gives a quick visual view of the weekly volume.
Configure the report columns
In the table widget, adjust the visible columns: client, date/time, assigned agent, channel, appointment status. Remove unnecessary columns to simplify reading.
Export or share the weekly report
To export, click the three dots on the widget and select 'Export to Excel'. To email the report to the team, copy the Dashboard link using the 'Share' button.
Frequently asked questions
How do I generate a weekly appointments report in Monday CRM?
To generate a weekly appointments report in Monday CRM, you need to create a Dashboard with a table widget filtered by the current week's date range and grouped by day or agent. You can also add a chart widget for a visual view. Initial setup takes 20 to 25 minutes.
Does Monday CRM's weekly report update automatically?
Yes, if you use the 'Within this week' filter, the Dashboard updates automatically each week. However, if you configure a fixed date range, you will need to update it manually at the start of each week.
What is the fastest way to get the weekly appointments summary?
The fastest way is with Teeo CRM. You just write: 'Give me this week's appointments report' and instantly receive the summary grouped by day and agent, with totals and status for each appointment — without configuring a single widget.