Monthly AI Insights report displays weekly data instead of monthly data

The AI Insights (analysis) and the AI Insights reports are currently linked in an incompatible way. When a monthly AI Insights report is created, the data included in that report still always refers to a weekly period. In other words, the report is sent monthly, but the information shown only covers one week rather than the full month.

This makes the report frequency largely irrelevant, except when a weekly frequency is selected, since that is the only case in which it matches the analysis, which is weekly by default.

Given this dependency between the AI analysis and the data displayed in the report, I suggest resolving the issue in one of the following ways:

  • Keep the current link, but allow the AI analysis execution frequency to be configured as weekly, biweekly, or monthly.

  • Break this link, allowing the report to generate an AI analysis based on its own frequency. In other words, the report period should match the period of the data shown in the report.

Personally, I believe the second option makes more sense.
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Formal Bug Report:

Steps to Reproduce

  1. Go to the AI Insights Reports configuration.

  2. Create a new report with the frequency set to Monthly.

  3. Wait for the report to be generated and sent.

  4. Open the generated report and review the data period covered.

Expected Result
A report configured with a Monthly frequency should include data covering the full monthly period.

Actual Result
A report configured with a Monthly frequency is sent monthly, but the data included in the report only covers a weekly period instead of the full month.

Additional Notes
The AI analysis appears to be tied to a weekly default execution period, and the report inherits that same weekly dataset regardless of the selected report frequency. As a result, the selected report frequency becomes effectively irrelevant unless the report is also configured as Weekly.

Suggested Solutions

  • Allow the AI analysis frequency to be configured as Weekly, Biweekly, or Monthly.

  • Decouple the report from the current analysis frequency, so that the report period matches the data period shown in the report.

Preferred Solution
Decoupling the report from the analysis frequency makes the most sense, so that each report generates data according to its own selected period.

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Upvoters
Status

In Review

Board

🐛 Bug Reports

Date

About 23 hours ago

Author

Leandro Teixeira

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