WHAT IT DOES
Summarises operational activity already recorded inside CTnode.
- Operational summary
- Attention-item rollup
- Traceable source records
Pilot boundary
Pilot access is business-specific, and the report will not invent revenue attribution.
Private pilot
Operations
Weekly Business Report
Start the week with a short view of calls, bookings and follow-up work.
WORKFLOW
How it works
- Aggregate the previous local Monday-to-Monday period.
- Label each source available or unavailable.
- Store a dashboard report, provide CSV and deliver separately to approved recipients.
REQUIRED INPUTS
What the business provides
- CTnode-held call, booking and message records
- A local delivery day and time
- One or more approved recipient emails
OWNER CONTROL
What stays in your hands
- Enable or pause the schedule
- Choose recipients
- Generate on demand and download a formula-safe CSV
DATA HANDLING
Boundaries built into the product
Reports stay tenant-bound. Missing sources are never treated as zero, recipient sends are isolated, and unknown provider outcomes require review.