The Monday cadence
You don't have to kick anything off. Each Monday, Omega runs the weekly report for every active client that's opted in and prepares the deliverable. What you're responsible for is the part that should never be automated: reading it.
Which clients get one
Weekly reports are opt-in per client. Open Settings → Client settings and find the Scheduled reports card — one switch for the weekly report, one for the monthly (see "Monthly client reports"). If nobody has touched a switch, the default is sensible: a client with a Slack channel configured in Omega defaults on (delivery is already wired up), and everyone else defaults off. Flip a switch to pin your own choice either way.
The reporting window
Reports cover the last complete week — Monday through Sunday by default. If the client has a fiscal calendar configured (Settings → Client settings), the report follows it instead: the window becomes the client's last complete fiscal week, and week-over-week and year-over-year comparisons line up with fiscal periods too.
How delivery works
Clients with a Slack channel stored in Omega get the client-facing summary delivered to that channel automatically as soon as the report is ready. Storing the channel is the share decision — connect a client channel only when you want reports flowing to it.
Everyone else's report stays inside Omega until someone approves it from the Review column.
Flagged reports always wait. If the built-in quality check flags a report for revision, delivery holds for every client until a person reviews and approves it.
Approving does one more thing: the finished report file is published to your Google Drive, so the card's Open in Drive takes you (and the account team) straight to it.
How you'll know it's ready
You don't need to camp on the board Monday mornings. Two nudges come to you:
A Slack ping. The team gets a "ready for review" message in Slack when the report reaches Review.
The Overview banner. A Weekly Report banner appears on the Overview page, taking you straight to the report — handy since Overview is where most people start their Monday anyway.
Reviewing the report
Open the report from the Slack ping, the Overview banner, or its card in the Review column.
Read the deliverable — use the output chip on the card to open the full report.
Check the essentials: are the numbers right for the period, does the narrative match what actually happened, and is there anything the client will ask about that the report doesn't answer?
Decide:
Approve if it's ready — the report is released, and the file lands in your Drive.
Reject if something's off — describe what needs to change, and the report is redone with your feedback before coming back for another review.
Tip: Aim to clear the review early in the day. For clients with a connected channel the summary is already in front of them, so a fast review keeps you ahead of their questions.
Note: If Monday comes and you don't see a report for a client, check two things: the client picker (you may be scoped to a different client) and the Scheduled reports card in Client settings (the client may be opted out).