Report Generator
›
Generate Reports
⚠
No Access Token configured. Data cannot load without a GitHub PAT. to add one.
Report Generator
Select a client to get started
General — Shown by Entity Type
Subcontractors — Shown by Project
Tenants — Shown by Location
Configure Report
Choose which reports to generate and customize each one
← Change Client
Select Reports to Generate
Compliance Summary
Executive compliance overview
Sections to Include
Compliance Detail
Full entity-level compliance data
Sheets to Include
Compliance Status Filter
Custom Fields
Engagement Summary
Email engagement overview
Sections to Include
Engagement Window
Engagement Detail
Full engagement data
Sheets to Include
Engagement Window
Custom Fields
Additional Reports
Program Overview
Comprehensive annual program report
Options
Reads from snapshots/YYYY/
Thank You Card
Personalised client postcard PDF
Options
Generating Reports…
Please wait while your reports are built
1
Fetching Data
2
Building Reports
3
Finalizing
Fetching data…
Loading data files…
✅
Reports Ready
Click Download on each report below
❌
Generation Failed
An error occurred
Not connected to Monday
1
Review
2
Build
3
Complete
📄
Build Plan — HUB CertSecure Workspace
6 boards · 4 folders · 100+ columns · full group structure
ⓘ Creates board structure only. Automations, Power-Ups, mirror columns, and validation rules require manual setup — see the post-build checklist.
📁 Clients
Clients – Overview
32 columns · 4 groups · Central hub
📁 Business Development
Prospects
16 columns · 4 groups · Sales pipeline
📁 Installations
Evident – Onboarding
5 columns · 3 groups
📁 Installations
TrustLayer – Onboarding
5 columns · 3 groups
📁 Partnerships
Evident Partnership
10 columns · 3 groups
📁 Partnerships
TrustLayer Partnership
10 columns · 3 groups
⚠ Not connected to Monday. Go to Settings → Monday to connect first.
~2–3 minutes · Cannot be undone
Building Workspace…
Initializing…
0%
0
Boards
0
Groups
0
Columns
0
Folders
ⓘ Ready to build HUB CertSecure workspace…
✅
Workspace Built!
Boards, groups, and columns created.
Post-Build Checklist
These steps can’t be automated via the API — complete them manually in Monday.com:
1
Remove default group — Each board gets a "Topics" group. Delete or rename it.
2
Set dropdown options — Platform, Structure, Stage, Rank, Category (use the Configure tab above).
3
Connect Boards columns — Link Onboarding and Partnership boards to Clients – Overview.
4
Mirror columns on Clients – Overview — Onboarding Status, Configuration Deadline, Onboarding Progress.
5
Install Power-Ups — Dependency (Onboarding), Progress Tracking (Overview), Files (Partnerships), Button (Overview → GitHub).
6
Build automations — Start with the Go-Live Cascade Workflow.
7
Add validation rules — Status can’t go Active without Go-Live Date, etc.
8
Create saved views — Daily View, Invoicing View, Reports View on Clients – Overview.
9
Resolve invoicing permissions — Confirm visibility on INV: columns before migrating data.
10
Migrate existing clients — Move your 25 active clients into Clients – Overview (or use the Configure tab).
11
Configure GitHub Button — Wire the Button Power-Up to trigger the Report Generator workflow.
🔍 Workspace Health Check
Scans boards, columns, dropdown values, and client coverage in one pass
0
Passing
0
Issues
—
Clients Found
Boards & Folders
Key Columns on Clients – Overview
Dropdown Columns
Client Coverage
▼ Configure Dropdown Values
Automates post-build checklist step 2 — sets all dropdown options via the API
👥 Import Clients to Monday
Reads clients.json and creates missing clients in Clients – Overview (Onboarding group)
0
Already in Monday
0
Missing
0
Total in config
Client Panel
Manage clients — saves to config and syncs to Monday simultaneously
👥
Select a client to edit
Click any client on the left to view and edit all their information
Edit Client
Must exactly match the
client column in your CSVs.