monday.com data export options: CSV, PDF, and API for reporting
Stakeholders need weekly reports from our project boards. Currently screenshotting dashboards which is painful. What export options does monday.com have? Need to create: - Executive summary PDFs - Detailed CSV exports for analysis - Custom reports combining multiple boards - Automated weekly email reports
2 Answers
Here's your export options breakdown: CSV Export: - Board → Export → CSV (all data or filtered view) - Includes subitems in flattened format - Good for Excel/Power BI analysis - Manual only, no scheduling PDF Export: - Dashboard → Export as PDF - Includes charts and widgets - Good for executives - Can schedule via email automation API Export: - Use GraphQL API to pull any data - Build custom reports - Schedule via cron job - Best for automated workflows Email Reports (Enterprise): - Schedule dashboard emails - Set frequency (daily/weekly) - Include PDF or link - Perfect for stakeholder updates Recommendation: Use Email Reports for weekly stakeholder summaries. Use API + Power BI for internal analytics. Combined, this eliminated all manual reporting for our team.
Pro tip: The CSV export flattens subitems in a confusing way. For clean data, use the API with a proper query. We built a Python script that exports clean CSV with proper subitem columns. Happy to share the code if helpful.