Apply Board Filter

Create a report for the entire board and filter down to specific items. You can filter by any column you want using monday.com native filtering. (e.g. Weekly Project Progress Report)

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Filter your reports

Use the native monday.com filter in the PDF Report Generator view to filter down your board to your specific needs.

Apply Board Filters

1. Open the PDF Report Generator view.

2. Set a board filter in the PDF Report Generator view. In this example, we set the native monday.com filter to "Due Date is Past Dates" AND "Status is not Done" to narrow down all items to only tasks that are already overdue but not done yet.

1. Apply the board filter in the PDF Report Generator view. Make sure to select the 'Apply board filter' option.

1. PDF Report Generator now gives you a real-time preview of your report that only contains the filtered items. By clicking in the top right corner of the document preview you can either download the PDF report or customize the template to make further adjustments.

Using Actions and Automations

If you want to create further reports with the same template and filtering, we recommend defining a specific name by clicking on "Actions/Automations" and maybe setting up an automation.

With this automation, you can automatically create reports for a set time period (e.g. weekly on Wednesdays and Fridays):

Optional: Split View

You can also activate the 'Split View' to see a preview of your filtered items. Click on the 'App Settings' Icon and 'Split View':

This is how it looks: