Guides / Weekly reports
Weekly reports
Pulling numbers together for the weekly update. Typical: about 2 hours a person a week. AI could take roughly 40% (illustrative).
5 steps
- 1
Decide the 5 numbers that really matter.
- 2
Pull them into one sheet automatically.
- 3
Build a simple chart once.
- 4
Use AI to draft a short plain English summary.
- 5
A person checks the numbers before it goes out.
🧰 Tools that can do this
Excel or Google Sheets, Power BI or Looker Studio.
🆓 Do it free
Metabase or Odoo reporting. See free tools and StackSwitcher for switching guides.
🔒 Keep it safe
Do not paste personal, staff or client details into public AI tools. A person checks the output before it counts.
🆓 Option 1: Do it free
Open source tools you can run yourself, no licence fees. You will need someone handy to set them up and keep them updated.
- Odoo Community: run the whole business: stock, crm, hr.
- ERPNext: open source business system.
📦 Option 2: Get the click by click pack
Plain guides and prompts in a ZIP. Pay once, no subscription. It is a set of guides, not software. This job (Weekly reports) has its own click by click setup in both Starter and Full.
Last checked 4 Nov 2026. Menus change, so check the tool's own help pages.