Folder location
Location: (add your folder link) Naming pattern:{account}_weekly_{YYYY-MM-DD}, dated by the last day of the week covered.
Retention: 12 months.
Weekly Reports
Weekly report archive
Where weekly reports are filed once sent, so a past week’s report stays findable without opening a dozen files.
Weekly reports pile up fast, so they’re kept in a dated folder rather than logged one row at a time. Record the folder location here and file each week’s report there as it’s sent, using the naming pattern below.
Last modified on July 24, 2026