# Weekly reporting

> A step-by-step walkthrough for weekly reporting in ClickClacks: choose five numbers, build a board with big numbers, a linked funnel and saved insights, set board defaults with Compare, annotate releases, add alerts with email, the weekly digest for agencies, and a ten-minute Monday routine.

- Canonical URL: https://clickclacks.io/docs/walkthroughs/weekly-reporting
- Section: Walkthroughs
- Last updated: 2026-09-26

Every Monday, Acme CRM’s team wants the same answer: are more people signing up, activating, staying and paying than last week? This walkthrough builds one board that answers it at a glance, sets alerts so nobody has to watch it, and ends with a ten-minute routine.

## The goal {#goal}

By the end you will have an _Acme weekly_ board that opens on the last 7 days compared with the week before, alerts that email you when a key number leaves its usual range, and a routine for reading both. It uses the funnel from [Find where signups drop off](https://clickclacks.io/docs/walkthroughs/activation-funnel.md) and the insight from [Where do our best users come from?](https://clickclacks.io/docs/walkthroughs/acquisition.md); build those first, or swap in your own.

## 1. Choose five numbers {#numbers}

A weekly board that needs scrolling doesn’t get read. Acme picks one number per question:

| Question | Number | Tile |
| --- | --- | --- |
| Are people coming? | Active people | Big number |
| Are they signing up, and from where? | Sign-ups by source | Saved insight |
| Are they activating? | Pricing → first deal conversion | Saved funnel, linked |
| Are they staying? | Week-1 retention | Big number |
| Are they paying? | Revenue by week | Saved insight |

## 2. Save the missing reports {#insights}

Revenue needs an insight of its own:

1. Open **Insights** and click **New insight**.
2. Set the series to `Invoice paid` and choose **Sum of a property**, with `amount_cents` as the numeric property.
3. Set **Interval** to **Weekly**.
4. Name it _Revenue by week (cents)_ and click **Save**.

> **What you should see**
>
> One bar or point per week. If `amount_cents` isn’t in the numeric property picker, it is being sent as text somewhere: check the [tracking plan](https://clickclacks.io/docs/walkthroughs/tracking-plan.md) and set its type in Lexicon.

## 3. Set up the board {#board}

If you added the activation funnel to a new board called _Acme weekly_, open it from **Boards**. Otherwise:

1. Open **Boards** and click **New board**.
2. Name it _Acme weekly_. For the description, the question it answers: _Are more people signing up, activating, staying and paying than last week?_
3. Under **Start from**, choose **Blank**, and click **Create board**.

New boards are visible to the whole team. Anyone you want to read it needs to be a [member](https://clickclacks.io/docs/guides/members.md) of the project; there are no public share links.

## 4. Add the tiles {#tiles}

Click **＋ Add tile** for each:

1. **Note**: the week’s commentary, in Markdown, up to 4,000 characters. Put it first.
2. **Big number** › **Active people**.
3. **Big number** › **Week-1 retention**.
4. From **Saved reports**: _Sign-ups by source_ and _Revenue by week (cents)_. Saved insights come in as linked tiles, so later edits show up here too.
5. The activation funnel, if it isn’t there yet: from **Saved reports**, or with **Add to board** › **Linked** on the funnel.
6. **Section header** tiles, such as _Acquisition_, _Activation_ and _Revenue_, to split the board into chapters.

A first note might read:

```title="Note tile"
**Week of Sep 21**

- Sign-ups up 12%, mostly the newsletter (see Sign-ups by source).
- Activation steady at 31%. The new CSV import shipped Thursday; watch next week.
- Nothing unusual from alerts.

Owner: Priya
```

> **What you should see**
>
> Seven or eight tiles, each landing at the end of the board. Click a tile’s **…** › **Edit tile** to set a title, a **Target** (and whether higher or lower is better), and its width and height.

## 5. Arrange it {#arrange}

1. Click **Edit layout**.
2. Drag tiles by their grip into reading order: the note, then the big numbers side by side, then each section.
3. Set the big numbers to ¼ or ⅓ width, and the funnel and insights to ½ or Full.
4. Press **Done**. Nothing is saved until you do, and **Cancel** throws it all away.

## 6. Set the week as default {#defaults}

1. In the board’s filter bar, set the dates to **Last 7 days**.
2. Turn on **Compare**.
3. A strip appears: _Filters changed · applies to every tile, only for you_. Click **Save as default**.

> **What you should see**
>
> Every tile follows the board’s range, and the big numbers show their change against the previous 7 days. Everyone who opens the board now gets this view. A board default can be Last 7 days, Last 30 days or Last 12 months.

To give one tile its own range, such as 12 weeks of revenue, tick **Ignore the board filter** in its settings and choose a tile range.

## 7. Make it easy to open {#home}

From the board’s **•••** menu:

- **Set as my home board**: the project opens on it. This is yours alone; each teammate can choose it too.
- **Pin to sidebar**, so it sits in the navigation.

## 8. Mark what changed {#annotate}

When something ships or a campaign starts, the team should see it on the charts. Choose **•••** › **Annotations…**, pick the date, type a label of up to 80 characters, such as _New CSV import_, and choose a colour.

> **What you should see**
>
> A marker on that date on every line tile in the project, on every board.

## 9. Add alerts {#alerts}

A board shows the numbers when you look. Alerts tell you when you should. Add three:

1. On the funnel tile, open **…** › **Watch this…**, or open **Alerts** › **New alert** and choose **Saved funnel** with your activation funnel.
2. Under **Tell me about**, keep **Big changes only**: roughly one alert a month on a settled metric.
3. Check **What we have to work with**: how many days of history there are, and whether the baseline is solid or still learning.
4. Under **Delivery**, in-app is always on. Tick **Email** and choose who gets it.
5. Click **Start watching**.
6. Repeat for **Retention** · _Week 1 retention_, and for **Source volume** · _Events from_ _Billing backend_ with **Moderate**, emailed to the engineer on call, so a silent webhook is caught within a day.

> **What you should see**
>
> Three monitors on the **Watching** tab, each _Nothing unusual_ or _Not checked yet_. Until a metric has 42 days of history its baseline is _learning_, the range is held wider, and a bigger change is needed to fire.

Each day is compared with the same weekday over the previous six weeks, so a quiet Sunday isn’t an alert. In-app alerts work on every plan; emailing them is part of Pro. See [Alerts](https://clickclacks.io/docs/guides/alerts.md).

## 10. The weekly digest {#digest}

If you work across several projects as an agency, ClickClacks can email you a summary every Monday at 08:00: each project’s visitors against the week before, its biggest change, firing alerts, stopped sources and events against your plan.

1. Open **Alerts** in the agency sidebar.
2. Turn on the **Weekly digest** switch. It is yours alone, and free on every plan.

With a single project, like Acme, you won’t see the switch. The home board and alert emails do the same job. See [Weekly digest](https://clickclacks.io/docs/guides/weekly-digest.md).

## 11. The Monday routine {#routine}

1. **Open the project.** It lands on _Acme weekly_.
2. **Read the big numbers** and their change against last week.
3. **Open Alerts › Fired.** Anything under _Needs a look_? Open it and read **What changed**, which shows where the gap is concentrated. **Acknowledge** it so the team knows someone is on it.
4. **Drill into anything odd.** A tile’s **…** menu has **Show events** and **View people**; clicking a value, such as one source, offers **Filter this board to it**. **Reset** in the Filters changed strip goes back.
5. **Write the note.** Three lines: what moved, why you think so, what to watch.

> **What you should see**
>
> Ten minutes, and a note anyone can read without opening a single report. When someone asks “why”, the drill-downs take them from the number to the people behind it.

## Common mistakes {#mistakes}

- **Twenty tiles.** Nobody reads them. Five numbers, a note, and links to the detail.
- **Changing filters without saving.** Filter changes on a board apply only to you until you click **Save as default**.
- **Editing a linked report by accident.** Linked tiles follow the saved funnel or insight everywhere. To experiment, use **Duplicate as standalone** in the tile’s settings first.
- **Expecting a segment filter on the board.** Boards don’t take one yet. Save a segment-filtered insight or funnel and add that.
- **Line over time for everything.** That tile charts active people. For any other event over time, save an insight and add it.
- **Tuning alerts to “Everything unusual”.** A noisy alert gets ignored. Start with Big changes only.

## Next {#next}

That is both tracks. Want answers without opening the app? Connect Claude, Codex or Cursor to your analytics with the [MCP server](https://clickclacks.io/docs/mcp.md), or go back to [all walkthroughs](https://clickclacks.io/docs/walkthroughs.md).

## Related {#related}

- [Boards](https://clickclacks.io/docs/guides/boards.md): Tiles, filters, layout and annotations.
- [Alerts](https://clickclacks.io/docs/guides/alerts.md): Sensitivity, baselines and email.
- [Weekly digest](https://clickclacks.io/docs/guides/weekly-digest.md): The Monday email for agencies.
- [Insights](https://clickclacks.io/docs/guides/insights.md): Save any chart and put it on a board.