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Reports

Weekly and monthly reports

Generate the weekly report pack from your records, send it for approval and publish it — plus month-end summaries

On this page

The weekly report pack gathers the week's work — jobs done, hours, spray applications, weather and machinery — into a written update that you check, get approved and then publish.

Premium

Weekly and monthly report packs are part of TurfWise Premium.


Where do I find it?

Click Records in the top bar, then choose Reports › Members Reports › Weekly, or open weekly report packs. Choose Monthly for monthly packs. On smaller screens, tap Menu first. The Members Reports guide explains which pack to use.

The Weekly report packs page lists your 20 most recent weekly reports, newest first. Use Filter by status to show All, Draft, Pending Approval, Approved or Published reports.

Who can create and approve reports?

Creating, submitting, approving and publishing reports is for managers and admins. Other team members can read reports, and may still see these buttons, but TurfWise won't let them complete the action.


How do I create a weekly report?

1

Click New Weekly Report

It's at the top right of the Weekly report packs page. You can also use New Weekly under Weekly across the top, or Records › Reports › Members Reports › Weekly › New Weekly.

2

Choose the week

Pick the Monday under Week Starting (Monday). The Sunday fills in by itself under Week Ending (Sunday). It starts on the current week.

3

Choose the sections

Tick or untick Course Conditions, Tasks, Staff, Applications, Machinery, Weather and Upcoming. Use Select All or Deselect All to speed things up.

4

Add your notes (optional)

The Greenkeeper's Notes box is for the things TurfWise can't know — special events, member feedback, tournament prep, or why you made a call.

5

Click Generate Report

TurfWise pulls the week's data and writes up each section. You'll see a preview with the headline numbers — tasks completed, staff, applications and average temperature.

6

Click Continue Editing

This opens the report so you can review and edit every section. Or click Start Over to change your choices.

One report per week

If there's already a report for that week, TurfWise asks whether you'd like to open it instead. Click View/Edit to go to the existing one.

Where does the content come from?

Each section is built from what's already recorded in TurfWise for that week:

  • Tasks — completed maintenance jobs
  • Staff — attendance and hours
  • Applications — product applications from spray records
  • Weather — temperature and rainfall
  • Machinery — machinery usage
  • Upcoming — jobs planned for the following week

TurfWise uses AI to turn those figures into readable text. If the AI isn't available, you still get the report, written up from the figures alone.


How do I edit a report?

Only reports in Draft can be edited. Open the report and click Edit, or click Edit on its card in the list.

Each section has a Section Title and Content box. Make your changes and click Save Changes.

Say why, not just what

The generated text covers what happened. Your edits should cover why — "Frost delays on Tuesday pushed aeration to Thursday, so we prioritised greens prep" tells members far more than "Busy week, weather poor".


How does approval and publishing work?

A weekly report moves through four stages: Draft, Pending Approval, Approved and Published. The buttons at the top of the report change at each stage.

1

Submit (Draft)

When you're happy with a draft, click Submit. You can also Edit or Delete a draft.

2

Approve or reject (Pending Approval)

Another manager or admin opens the report and clicks Approve or Reject. Rejecting sends it back to Draft so it can be edited again.

3

Publish (Approved)

Click Publish. A Publish Report box opens so you can choose whether to send it by email (see below).

4

Done (Published)

The report is now read-only and marked Published (read-only).

You can't approve your own report

Whoever wrote the report can't approve it. Another manager or admin has to do that — so plan ahead if you're the only one in on a Friday.

The Approve page

To review everything waiting in one go, click Approve under Weekly (or Records › Reports › Members Reports › Weekly › Approve). The Approve weekly reports page lists every report pending approval. Click one to see a Report Preview, then use Approve or Reject under Review Actions.


What happens when I publish?

The Publish Report box has a Send email notification option, which is ticked by default.

When it's ticked, TurfWise emails the report to the people on your TurfWise account with manager or admin access. The email includes the report sections and a link back to the report in TurfWise, which needs a login to open.

Club members without a login won't get the email

Even though the box mentions members, the email only reaches people who have a manager or admin login. To share the report with members who don't use TurfWise, download the PDF and send it through your usual club channels.

Untick Send email notification if you just want to publish the report without emailing anyone.

Publishing is final

A published report can't be edited or unpublished. Read it through once more before you click Publish.


How do I download a PDF?

Click PDF at the top of any report, at any stage. It's handy for a quick check of how the report will look before you publish.


Monthly reports

Monthly reports give a broader, month-end view. You'll find them under Monthly in Report packs (Records › Reports › Members Reports › Monthly), on the Monthly Report Archive page.

1

Click New Monthly Report

It's at the top right of the Monthly Report Archive.

2

Choose the month and tone

Pick a Month and Year, then a Report Tone: Members (friendly and engaging) or Committee (formal and detailed).

3

Click Generate Monthly Report

When it's ready, click View Report.

On the report you can click Edit to change any section while it's a draft, then Save. PDF downloads it at any time, and Delete removes a draft.

Generating the same month again

If you generate a month and tone that already has a draft, TurfWise replaces that draft with a fresh one. Any edits you made to the old draft are lost, so download the PDF first if you want to keep them.


Common problems

  • "Report already exists" — there's already a report for that Monday-to-Sunday week. Click View/Edit to open it.
  • I can't edit the report — only drafts can be edited. If it's pending approval, ask the approver to Reject it so it goes back to Draft.
  • Sections are thin or say there's no data — the underlying records weren't logged that week. Check jobs were marked complete, hours submitted and spray applications saved. Or untick sections you don't need.
  • I can't approve my report — you can't approve your own. Ask another manager or admin.
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