How to Set Up the Weekly Digest Report in CrmLeaf
All editions. The weekly digest is delivered by the CRMInsightReports add-on module, which an Administrator must enable for the account. It is plan-gated - confirm it is included in your plan before relying on…
Availability: All editions. The weekly digest is delivered by the CRMInsightReports add-on module, which an Administrator must enable for the account. It is plan-gated - confirm it is included in your plan before relying on it.
Overview
The weekly digest is a scheduled summary of usage, activity and reminders across the account, sent out without anyone having to open a report. It suits managers and leadership who want a regular pulse rather than a live dashboard.
This article explains what the digest covers, what must be in place before it can be sent, and how to confirm it is working.
How It Works
The digest is produced on a schedule from the activity already recorded in the account and delivered as an email using the company's own mail configuration. It is a summary, not a new data set.
Enable the module → Configure mail → Set recipients → Digest scheduled → Delivered weekly
- The digest covers usage, activity and reminders across the account's active modules.
- It is delivered by email through the account's own mail configuration, so a broken SMTP configuration stops the digest.
- Because mobile push follows the email channel, a recipient signed in to the mobile app may also receive a corresponding push.
- What a recipient's digest can contain is bound by the same permission scopes as the rest of CrmLeaf, so two recipients may receive different summaries.
- Modules that are not enabled contribute nothing to the digest.
Who Can Use This Feature?
Administrator
- Enable the CRMInsightReports add-on module for the account.
- Configure and test SMTP so the digest can be delivered.
- Decide who receives the digest.
- Confirm delivery and troubleshoot if it does not arrive.
This functionality is available only to Administrators. Users receive the digest but do not configure it.
Prerequisites
- The CRMInsightReports add-on module included in your plan and enabled for the account.
- A working SMTP configuration, verified with a test message.
- Active usage in the account, so the digest has activity to summarise.
- Recipients with the permissions covering the information you expect them to receive.
For Administrators
Step 1: Enable the add-on module
What to do: Enable the CRMInsightReports module for the account. If it is not available, confirm with your provider that it is included in your plan.
What to verify: The module is shown as enabled and its settings are reachable.
Step 2: Configure and test the mail channel
What to do: Complete the account's SMTP configuration and send a test message. The digest is an email, so this must work first.
What to verify: The test message is received.
Step 3: Configure the digest
What to do: Open the weekly digest configuration for the account and set it to send, along with its recipients. **Save** the configuration.
What to verify: The digest is shown as active for the recipients you intended.
Step 4: Confirm the first delivery
What to do: After the next scheduled send, confirm with two recipients - one with a wide permission scope and one with a narrow one - that the digest arrived and that its content is appropriate to each.
What to verify: Both received a digest, and neither sees information their role should not have.
Step 5: Review it as a management routine
What to do: Use the digest as a prompt to open the underlying reports - the deal report, finance report, time log report, task report, attendance report and leave report - when something in the summary needs investigating.
What to verify: Figures in the digest reconcile with the corresponding report.
Expected Result
The CRMInsightReports module is enabled, the digest is configured with its recipients, and a weekly summary of usage, activity and reminders is delivered by email to the people who need it.
Service Organisation Context
Partners and delivery directors rarely open reports on a fixed day; a scheduled summary suits them better than a live dashboard. The digest works as a Monday prompt - read the week's activity, then open the deal, time log, task or budget report only where something needs investigating. Because its content is bound by each recipient's permission scope, a practice lead and a partner receive different summaries from the same send, which is correct rather than inconsistent. It is delivered by a paid add-on over the company's own mail configuration, so confirm both before building a management routine on it.
Important Notes
- Menu names and their position can differ between product editions and can be customised for your account, so your sidebar may not match these paths exactly. Use Search or your Quick Access items if you cannot find a screen.
- Add-on modules are plan-gated. Confirm CRMInsightReports is included in your plan before promising the digest to stakeholders.
- The digest depends on the email channel. If SMTP fails, no digest is delivered.
- Because push follows the email channel, recipients using the mobile app may receive a corresponding push notification.
- The digest is a summary. Treat the underlying reports as the authoritative figures.
- Recipients with different permission scopes may legitimately receive different content.
Common Scenarios
Example: a leadership Monday routine. The Administrator enables the digest for the leadership group, who each start the week with a summary of the previous week's activity and open the deal report or finance report only when something needs attention.
Example: the digest stops arriving. The account's mail credentials changed. Once SMTP is corrected and the test message succeeds, delivery resumes on the next schedule.
Troubleshooting
| Issue | Possible Cause | Resolution |
|---|---|---|
| The digest option is not available | The CRMInsightReports add-on module is not enabled or not included in the plan | Enable the module, or confirm plan inclusion with your provider. |
| No digest is delivered | SMTP is not configured or is failing | Complete the SMTP configuration and send a test message. |
| A recipient's digest looks empty | There was no activity in the period, or the recipient's permission scope covers very few records | Confirm activity exists and review the recipient's permission scope. |
| Recipients receive different content | Their permission scopes differ | Expected behaviour. Adjust scopes if a recipient needs a wider view. |
| Nothing from a particular module appears | That module is not enabled for the account | Enable the module, subject to your plan. |
| Recipients also get a phone notification | Mobile push follows the email channel | Manage this through the recipient's email-notification preferences. |
Frequently Asked Questions
What does the weekly digest contain?
A scheduled summary of usage, activity and reminders across the account.
Do I need an add-on for the digest?
Yes. It is delivered by the CRMInsightReports add-on module, which an Administrator must enable.
Can users opt out?
The digest is an email, so it is governed by the account's notification and email configuration. Ask your Administrator to remove you from the recipients.
Is the digest a substitute for the reports?
No. It is a summary. The named reports remain the authoritative figures.
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