How to Use — Client Report Generator

Client Report Generator is a board view app for monday.com. Once installed, it lives inside any board you choose and lets you generate a branded PDF project status report in under two minutes — directly from your board data, with no copy-pasting required.

Stage 1 — Install the App

Step 1 — Find the app in the marketplace

  1. Log in to your monday.com account on a desktop browser

  2. Click the Apps icon in the left sidebar (grid icon near the bottom)

  3. In the search bar, type Client Report Generator

  4. Click the app tile to open its listing page

Step 2 — Install

  1. Click Add to account

  2. monday.com will ask you to confirm the permissions the app requires:

    • Read your boards — to fetch your items and columns

    • Read your profile — to identify your workspace

  3. Click Authorise

The app is now installed on your account. It does not appear in the sidebar — it lives inside boards as a view.

Step 3 — Add the app to a board

  1. Open the board you want to generate reports from

  2. Click the + button in the board's view tabs (top of the board, next to Main Table, Chart, etc.)

  3. Select Board views from the panel

  4. Find Client Report Generator in the list and click Add view

  5. The app tab appears in your board — click it to open

Step 4 — Authorise the app

The first time you open the app on any device, a small authorisation popup will appear. This is the OAuth flow that lets the app read your board data securely.

  1. The popup opens automatically — do not block it (allow popups from monday.com if prompted by your browser)

  2. Click Authorise in the popup

  3. The popup closes and the app loads

Note: You only need to authorise once per device. The app remembers your authorisation across sessions.

Stage 2 — One-Time Setup (per board)

This setup takes about 3–5 minutes. You only do it once per board — after that, it's remembered permanently.

Step 5 — Branding

The app opens on the Branding step.

  1. Agency name — Enter your agency or company name (up to 60 characters). This appears in the footer of every PDF page.

  2. Brand colour — Enter your brand hex colour code (e.g. #2C5F9E) or use the colour picker. This colour is used for the cover page accent bar, milestone markers, and badges throughout the report.

  3. Logo (optional) — Click Upload logo and select a PNG, JPEG, or SVG file (max 2 MB). Your logo appears on the cover page of every report.

Click Next when done.

Step 6 — Understanding status buckets

This screen explains how the app reads your board's status column. No action is required — it is an informational step.

The app looks for three types of statuses:

  • Done — tasks completed last week

  • Planned — tasks coming up next week

  • Blocked — tasks with an issue

You will map which labels in your board correspond to each of these in the next step.

Click Next to continue.

Step 7 — Column mapping

This is the most important setup step. You are telling the app which columns in your board contain which information.

Step 8 — Review and save

A summary of everything you configured is shown. Check it over.

  • If anything looks wrong, use the Back button to return to that step and correct it

  • When everything is correct, click Save and continue

Setup is complete. The app saves your configuration and takes you to the report home screen. You will never need to repeat Stage 2 for this board unless you want to change your branding or column mapping (accessible via the Settings icon on the home screen).

Stage 3 — Generating a Report (each time)

Every time you need to produce a client report, open the app tab on your board and follow the 6-step wizard.

Step 9 — Filters

Choose which items from the board to include in this report.

  1. Client (required) — Select the client you are reporting on. The dropdown shows all unique values in your client column.

  2. Second filter (optional) — Add a second condition to narrow items further (e.g. a specific project, team, or tag).

  3. Click Next — the app fetches all matching items from your board.

Note: If your board has more than 200 matching items, a warning appears. The first 200 items are used. Contact support if you regularly hit this limit.

Step 10 — Milestones

Set the project milestones that appear on the timeline page of the report.

First time for this client:

  1. Enter between 4 and 7 milestone names (e.g. "Kickoff", "Research", "Design", "Build", "Launch")

  2. Select which milestone is the current one from the dropdown

  3. Enter the percentage complete for the current milestone (0–100)

  4. Click Save milestones

Returning clients (milestones already saved):

  • Your previously saved milestones load automatically

  • Update the current milestone and percentage as needed

  • To edit the milestone names themselves, click Edit milestones

Click Next when done.

Step 11 — Overall completion

The app automatically calculates your overall project completion by dividing the number of Done items by the total number of items, shown as a percentage.

  • Review the calculated figure

  • If you want to override it (e.g. to account for item weighting), edit the number directly

  • The progress bar updates in real time

Click Next.

Step 12 — Blockers

The app automatically lists all items in your board that have a Blocked status label.

  1. Review the list — these items will appear in the Blockers section of the report

  2. To exclude any blocker from this report, click the × next to it

  3. In the Additional notes box, add any context, risks, or narrative you want included (optional, up to 1,000 characters)

If there are no blocked items and no notes, the Blockers page is omitted from the report entirely.

Click Next.

Step 13 — Report details

Fill in the metadata that appears on the cover page of the report.

Click Next.

Step 14 — Generate the PDF

A summary of everything you have entered is shown for a final review.

  1. Check the summary — use Back if anything needs correcting

  2. Click Generate PDF

  3. The app builds your report on the server (typically 5–15 seconds)

  4. When ready, the PDF downloads automatically to your device

Your report is ready to send to your client.


Tips

  • Multiple clients on one board? The client filter means you can generate separate reports for each client from a single board — no need for one board per client.

  • Milestone names don't change often — once saved, they are reused every time you generate a report for that client. You only update the current milestone and percentage each week.

  • Brand colour and logo apply to all reports from that board. If you work with a sub-brand or want a different look for a specific client, set up the app on a separate board.

  • The PDF downloads instantly — no email, no link, no waiting. It is saved directly to your browser's default download folder.

Troubleshooting

The authorisation popup is blocked
Allow popups from monday.com in your browser settings, then reload the board view.

I see "Connect your account" every time I open the app
This can happen if your browser blocks third-party cookies (common in Safari). Switch to Chrome or Firefox, or allow third-party cookies for monday.com.

The PDF generation failed or timed out
Try again — generation occasionally times out on the first attempt. If it fails repeatedly, check that your column mapping is still correct (Settings → Reconfigure).

My board has more than 200 items
Only the first 200 matching items are included. Filter more specifically using the second condition field to reduce the item count.

I need to change my logo or brand colour
On the app home screen, click the Settings icon (top right) to re-enter the setup flow.