suflyCRM

Weekly Report Widget System: A summary of the team's week on a single page.

Released 2025-10-01 · v2.2

A week’s work in one report

The status report that was manually created every week is now automatically filled out by the widget layout. You can arrange it by drag-and-drop, share it as a PDF, and segment the editing scope by permissions.

What’s New

Weekly Report Widget Builder

  • Design your own report by combining 8 types of widgets, suited for your team's situation.
  • Quickly start with 1-column, 2-column, and 4-column layouts and pre-made templates.
  • Easily adjust the order and size of widgets with drag and drop.

Permission-based Editing Control

  • Distinguish read, write, and edit permissions for super administrators, HQ, and groups.
  • Viewers cannot change the layout, ensuring a consistent report format.

PDF Output

  • Save the completed weekly report as PDF and use it directly as external reporting material.

dechive Improvements

  • Input multiple days' data at once using the bulk input UI.
  • Understand the entire team's engagement status at a glance with the project status dashboard.
  • Support for continuous work Streak (excluding weekends and holidays) and setting non-working days and holiday working days.
  • Key actions are fixed in the upper right header, allowing quick access from any screen.

Overview

AreaProvided Features
Report8 types of widgets, 1/2/4 column layout, templates
EditingDrag and drop, permission-based editing control
OutputSave as PDF, external sharing
dechiveBulk input, Streak, holiday working days

Reduce the time it takes to create weekly reports while increasing the time spent filling in the content.