Frequently Asked Questions — Client Report Generator
Last Updated: June, 2026
Q1. Does this app write to or modify my monday.com board in any way?
No. The app has read-only access to your board data. It cannot create, edit, delete, or move any items, columns, or boards. The only data it stores is your app configuration — branding, column mappings, and milestones — kept within the app itself. Your board is never touched.
Q2. Can I run reports for multiple clients from the same board?
Yes. The app filters your board by client name each time you generate a report. As long as your board has a column that identifies the client (Text or People column), you can generate separate reports for each client, all from the same board. Milestones are saved separately per client as well, so each client's project timeline stays independent.
Q3. Can multiple team members use this app on the same board?
Yes. Any team member with access to the board can use the app. Each person connects their own monday.com account via the OAuth flow. Configuration — branding, column mappings, milestones — is shared across the board, so if one team member sets it up, everyone else on the same board will see those settings already in place when they open the app.
Q4. How do I update my agency name, brand color, logo, or column mappings after the initial setup?
Click Reconfigure on the home screen. This takes you back through the setup flow with all your existing values pre-filled. Update what you need, save, and all future reports will use the new settings immediately.
Q5. I have internal statuses I don't want clients to see. Can I keep them out of the report?
Yes. During column mapping, you only select the status labels that represent Done, Planned, and Blocked for client-facing reporting. Any internal-only labels — such as "In Review", "On Hold", or "QA" — simply don't get mapped and will never appear in the report. Only tasks whose status matches one of your mapped labels show up in the accomplished or planned sections.
One note on overall completion: the auto-calculated percentage counts all tasks for that client in the board, including those with internal statuses. If that number doesn't reflect what you want to show the client, you can manually edit it in Step 3 of the report wizard before generating.
Q6. Can I change the overall completion percentage before generating the report?
Yes. Step 3 of the report wizard shows the auto-calculated percentage (Done tasks ÷ total tasks × 100). You can edit this number directly before moving forward. This is useful when your actual progress doesn't match what the task statuses reflect — for example, if tasks are partially complete, or if internal tasks shouldn't factor into the client-facing number.
Q7. What does "coming week" mean in the Planned tasks section?
Coming week means tomorrow through the next 6 days — a 7-day window starting from the day after today. Today is not included. For example, if you generate the report on a Monday, "coming week" covers Tuesday through the following Monday. Tasks must have your configured Planned status AND a due date within that window to appear in this section.
Q8. I changed a status label name in my monday.com board. Now it's missing from my report settings — why?
When you rename a status label in monday.com, it becomes a new label from the app's perspective. The old label name stored in your configuration no longer matches anything on your board, so it gets dropped. To fix this, go to Reconfigure → Column Mapping, re-select the correct labels for Done, Planned, and Blocked, and save. This only needs to be done once after a label rename.
Q9. My "Accomplished last week" section is empty. What should I check?
This means no tasks matched both conditions at once: (a) status matches your configured Done label, AND (b) due date falls within the report period you set in Step 5. Check two things: first, confirm the report period dates are correct for the week you're reporting on; second, confirm the tasks you expect to see have a due date set within that period. Tasks that are marked Done but have no due date will not appear in this section.
Q10. Why are some tasks not appearing in the Accomplished or Planned sections?
Tasks appear in these sections only when two conditions are met together:
Accomplished last week: status = Done AND due date within your report period
Planned for coming week: status = Planned AND due date falls in the 7 days after your report period end date
Tasks that match the status but have no due date, or have a due date outside the relevant window, will not appear. This is intentional — it keeps the report focused on what actually happened and what is concretely scheduled.
Q11. What is the difference between the "completion date" column and the "due date" column?
They serve different purposes:
Completion date is used to identify tasks finished within the report period (accomplished tasks).
Due date is used to identify tasks scheduled for the coming week (planned tasks).
If your board uses a single date column for both purposes, you can map the same column to both fields and the app will use it for both checks.
Q12. My logo isn't appearing on the PDF cover page. What should I check?
Three things to check: (1) The file must be PNG, JPEG, or SVG and under 2 MB — other formats are not accepted. (2) After selecting the file, wait for the "Logo uploaded ✓" confirmation before saving your settings. (3) If you reconfigure the app, your existing logo is pre-loaded automatically — just save without re-uploading and it will persist. If the logo still doesn't appear after a confirmed upload, try uploading the file in a different format.
Q13. How many milestones can I add?
Between 4 and 7 milestones per project. Each milestone name can be up to 50 characters. Milestones are saved per client — once set up, they pre-fill automatically every time you generate a report for that client. You can edit them at any time using the "Edit milestones" link in Step 2 of the report wizard.
Q14. How many tasks can one report handle?
The app processes up to 200 tasks per report after filtering. If your filtered results exceed 200 tasks, a warning is shown and the list is capped at 200. To stay within the limit, use the optional second filter in Step 1 to narrow results by project, team, or another column. There is no separate cap on how many tasks appear in the PDF — all matching accomplished and planned tasks within the 200-item result set are included.
Q15. PDF generation is taking a long time or timing out. What should I do?
PDF generation typically completes in 5–15 seconds. If it times out after 30 seconds, try the following: (1) Click Retry — it retries without resetting any of your inputs. (2) If you have a large number of tasks, use the second filter in Step 1 to narrow the task list. (3) If the problem persists, wait a moment and try again — the server recovers automatically and the next attempt usually succeeds.
Have a question not covered here? Contact us at support@lifedesignos.com