Client Report Generator

If your agency manages multiple clients on monday.com, your team is spending hours every week just on reporting. Client Report Generator brings that to minutes — total, across all clients.

Most reporting tools give you data exports or internal dashboards. This is different — it produces a client-facing PDF that looks like your team spent hours designing it. Your agency logo. Your brand colour. A structured layout a CEO can read in two minutes. All generated directly from your monday.com board with no reformatting, no copy-pasting, and no external tools.

Each client board gets its own saved configuration. Milestones defined, columns mapped, branding applied — once. From that point, every weekly update for that client is generated in under 5 minutes. Across a full client roster, that is a meaningful amount of time returned to your team every week.

What every report includes

• Produce detailed project reports without leaving monday.com — no spreadsheet exports, no slide decks, no reformatting; the board is the source, the PDF is the output

• Apply agency branding to every client report automatically — logo, brand colour, and agency name configured once and applied to every project status report across all clients

• Track project milestones in every weekly project status report — visual timeline shows clients exactly which milestones are done, which is in progress, and what remains

• Automate task detection for faster progress reports — tasks completed last week and planned for next week are identified from your board automatically using your mapped status labels

• Keep project updates client-appropriate — review and remove blockers before generating; add discussion points that appear as their own section in the final project report

• Generate project reports for multiple clients without reconfiguring — each client board has its own saved settings; switching between clients adds zero overhead to your reporting workflow

• Structured project progress report every time — consistent multi-page layout covering project meta, milestone journey, task summary, blockers, and notes — formatted for a CEO to read

Built for digital agencies, marketing agencies, consulting firms, and design studios managing multiple client projects on monday.com.

Free to install. No subscription