Exporting data and generating reports in monday.com for stakeholders
Every week I manually create reports from monday.com data for our leadership team. This takes hours. How can I automate reporting and make data exports easier for stakeholders?
3 Answers
There are several approaches: 1) Use monday.com's Scheduled Emails feature - set up a dashboard to be emailed to stakeholders on a schedule (e.g., every Monday at 8am). This sends a PDF snapshot of the dashboard. 2) For raw data exports, use the 'Export' button (available on all boards) - you can schedule automatic exports to Google Drive or Dropbox using Zapier. 3) Create a 'Report Builder' board where you pull data from multiple project boards using the Connect Boards column, then export that consolidated view. For more advanced reporting, we use the monday.com Analytics add-on which provides scheduled report emails with custom branding. The key is building a 'Leadership Dashboard' with only the KPIs executives care about - don't overwhelm them with detail.
We use the API to create custom reports. We have a Python script that runs nightly, pulls data from our project boards, and generates a PDF report that's automatically emailed to stakeholders. This is more work to set up but gives us complete control over the format. The API documentation is good but requires developer time.
For quick ad-hoc reports, the 'Share Snapshot' feature is underrated. You can share a visual snapshot of any board or dashboard as a PDF or image. This is great for including in slide decks. Also, use the 'Presentation Mode' for live meetings - it shows dashboards in a clean, full-screen format that's perfect for executive presentations.