Generate reports

Generate a report for a single item

Generate a report for a single item (with subitems) on button click or other event by adding an automation.

Choose your starting point

1. Open the PDF Report Generator View and select the tab "Generate report"
2. Click on "Item Level".

Step 1: Create report

1. Choose one of the three options to create a report
   a) Report Builder: Create your report using various elements in the Report Builder, including charts and tables. Learn about the details here.
   c) Predefined Template: Use a predefined report template and customize it in the next steps, e.g. Project Portfolio Report.
   d) Template from scratch: Design your own Word template by using placeholders and upload it. Learn about the details here.

 

Step 2: Select actions

What should happen with the report after creating it?
By default, all reports will be saved in the "Reports" tab in this view. 

Additionally, you can

1. File to column: File the document to a specific column in your table.
   To do this, select an existing column (type “Files”) in your table or create a new column (type “Files”) in advance.
   

2. Send via email to user who generates the report: Send it to the user who generated the report via email.

3. Send via email to email address(es): Send it to others via email by adding one or more email addresses, separated by semicolon
   (e.g. hello@company.com; tom@company.com) 

 

Step 3: More settings

1. Output file: Enter a file name. If no name is entered, the name of the board is used.
   You can also use placeholders in the file name, e.g. Project report {{Today}}. This way the date will always be added to your file name.
2. This PDF Generator recipe has to be saved in order to use it in your monday automation.
   Please specify a name for the recipe so that you can easily identify it later when creating the automation, e.g. "Create report" or "Project Portfolio to PM". 

 

Step 4: Generate Report and add an integration using your PDF Report Generator recipe

In order to create a report for a single item based on the settings you just saved, you need to add an integration to your board.

1. Click on Integrate.
   
2. Search for "PDF Report Generator" and select it.
3. Select one of the integration recipes, that suits your case.
   Learn more about automations here.
4. Fill in the parameters.
5. Add the integration to your board. If you now change the status, click on a specific button or a certain date is reached, a document will automatically be created.
   
   

Generate Item Report on the fly:

You can also generate a report directly in Step 4 to preview all settings.

1. Select an item in the dropdown menu
2. Click on "Generate Report"

After generating the report, you have four more options:

1) Download the report: Download your report in PDF format to your computer.

2) Open preview: Or take a look at your report and decide whether it looks good, before you download it.

3) Download template: If you are not quite happy with the result or want to make adjustments like adding your logo, etc., you can simply download the Word template and adjust it.

4) Replace template: If you are done adjusting the template, you can upload the new version again and a new report version will automatically be generated.