Getting Started with Reporting

4 minute(s)

Reporting has three key features: Email, Summary and Export, all of which can be found in the monday.com Automations Center. In this guide, we will discuss how and when to use each of these game-changing features.

How to Use Reporting – Email

Add the ‘Reporting Email’ View to Your Board

• Click on the “+ Add View” button at the top of your board.
• From the list of available views, choose “Reporting Email” and add it to your board.

Create and Configure Your Email Report

• Click on “Create new report.”
• Name your report by changing the email ‘name’ whose default is ‘New report.’

​​Connect Your Email Account

• Connect either your Gmail or Microsoft Outlook account.

• Follow the prompts to authorize the connection, allowing the app to send emails on your behalf. Make sure to tick all checkboxes to allow reporting sending emails on your behalf.

Add Recipients

• Enter the email addresses of the recipients.
• Add CC and BCC recipients as needed.

Insert Customized Insights into Your Report

• Click ‘Create insight’.

• Choose a Function Type. Here are some options:
  • Summary Functions: Provide aggregated data, such as totals or averages
  • Average: Get the average of data collected in a chosen column
  • List Functions: Display specific items or entries from your board
  • Count Functions: Show counts of items meeting certain criteria

Apply Filters and Breakdowns

• Filters: Narrow down data by group, status, dropdown, date, or people columns.
• Breakdowns: Segment data by group, status, dropdown, or people columns for detailed analysis.

• Preview and Confirm: Review the configured insight in the preview pane and confirm to insert it into your report.

Configure Your Email

• Once the report has been added into the body of the email, you can add text and images as desired.

• Pro tip: When clicking over the insight you’ve added, you will be able to edit, duplicate or delete the insight and change the title that appears in the report editor.

• Pro tip: Use rich text formatting to enhance the email’s readability and presentation.

Automate Report Delivery

• Access the Integration Center: Click on “Integrate” at the top right of your board and select “Integration Center.”
• Search for ‘Reporting – Email’: Use the search bar to find the “Reporting – Email” integration.

To set up the automation:

• Choose the trigger for sending the report (e.g., daily, weekly).
• Select the specific report to be sent.
• Define the time and frequency for the report delivery.

How to Use Reporting – Summary

With Reporting – Summary you can take periodic snapshots of your data from multiple boards, and place it automatically into one organized board. Then, you can easily build monday dashboards to spot business trends. Here’s how to start collecting the data:

• Open a new monday board.
• Go to custom automations and create an “every time period recipe” with Reporting.

• Add a number column for each KPI you would like to collect. You can add as many  as you’d like 🙂
• Go to the Automation center and search “Reporting – Summary”. Choose the recipe(s) you’d like.

Some recipe options include:

• You can choose to count created items (like count new tickets opened).
• You can choose to count changed items (like count tickets closed)
• You can choose a summary function like sum, med, min,max, avg with 1-3 filters (for example, the sum of all won tickets today) 

Each KPI column in the board will need to be configured with its own recipe. After some time of collecting the data in this board you can create a monday dashboard based on the collected data to easily identify business trends over time.

How to Use Reporting – Export

Every monday.com board has the ability to export to Excel. With Reporting – Export you can automate this functionality. Here’s how you can automatically export reports to Excel using Reporting – Export:

• Open a new monday board. Make sure this board has a file column.
• Go to the Automations Center and create an “every time period” recipe with Reporting.

• Go to the Automations Center and search for Reporting – Export.

• Build the integration– Use the given automation recipe to choose the board you wish to export and the relevant file column from that board board, and you’re all set.