Weekly Calendar Reports (Client-Facing)

What this helps you do: Create a clean, reliable weekly calendar report you can send to clients so they know what hearings and meetings are coming up—and which bills matter to them.

Before you start

  • Bills should be organized into Groups by client or project.

  • You should know which committees or chambers matter to your audience.

How it works

This workflow uses a dynamic Calendar report that automatically rolls forward each week.

Once set up, you can:

  • Download it on demand, or

  • Schedule it to run automatically

Step-by-step workflow

1. Create a Calendar report

  1. Open Reports.

  2. Select Create report.

  3. Choose Calendar report.

  4. Select Dynamic.

2. Set your filters

In the Filters tab:

  • Groups: Select the client’s group(s)

  • Date range: Set to Next week

  • Meetings with bills only: Turn ON

  • Chambers / Committees: Select only what the client cares about

This ensures the report focuses only on relevant meetings.

3. Control which bills appear

In Content & Layout:

  • Enable Show only filtered bills

This prevents large agendas or consent calendars from overwhelming the report.

4. Choose report content

Still in Content & Layout, include:

  • Bill number

  • Bill title

  • Summary

  • Committee

  • Meeting date, time, and location

Optionally include:

  • Priority

  • Position

  • Assignee

Keep it concise—clients rarely need every field.

5. Preview and adjust

Use the live preview to confirm:

  • Meetings fall in the correct date range

  • Only relevant bills appear

  • The report is easy to scan

Tighten layout before downloading.

6. Download or schedule

  • Download as Rich PDF for a polished packet

  • Or save and schedule the report to run weekly (e.g., Monday morning)

Recommended settings at a glance

Setting

Value

Report type

Calendar

Mode

Dynamic

Date range

Next week

Groups

Client-specific

Show only filtered bills

On

Format

Rich PDF

Tips

  • Create one “master” weekly calendar per client.

  • Use scheduling for predictable weekly delivery.

  • If agendas explode in size, double-check Show only filtered bills.

Common questions

Why does my report change week to week?
Dynamic reports automatically roll forward as meetings are added or updated.

Can I reuse this for another client?
Yes. Duplicate the report and change the group selection.

What if a client wants a one-off tweak?
Make the change, download without saving, then discard.