Create Report

Create whatever type of report you need. All with fully customizable templates and your own branding. The only limit is your imagination.

Create your own report

Effortlessly convert your Monday.com board data into professional PDF reports. Whether it's weekly status updates, project summaries, or client reports, our app has you covered. Download your PDFs directly from the real-time preview, save them to a file column or send them via email to your team or clients directly from the app.

Note: This article describes the different options for creating a report. For the entire process of setting up actions (saving, sending) and automations, please see this articles: a) Actions and b) Automations

In short: How does it work?

You can build your report in four different ways. All reports are based on a .docx template that runs in the background and outputs the data by using placeholders. You can create your report via the Report Builder or Board Report and use it directly without any adjustments, or you have the option to fine tune the templates created with it or even build one from scratch.

Option 1: Report Builder

Create your reports with our intuitive Report Builder. Add various elements, such as tables, charts and text blocks, to create detailed and visually appealing documents.

With the Report Builder you can put together your report using various elements such as Texts, Charts, Tables and Headers.

Report Generator then generates a real-time preview of your report. So you can instantly see how your report will look like as a PDF.

You can either download, send or automate the template as it is or download the document as a Word file to make further adjustments, such as changing colors or fonts, by clicking the "Customize template" button in the top right corner of the PDF document preview.

Learn more about the Report Builder.

Option 2: Board Report

With the Board Report, you can export a board view report in tabular format- including all data, items and colors. The Board Report can also be grouped and filtered based on your own criteria, e.g. “all tasks that are overdue grouped by status.”

Example: Board Report grouped by Owner and filtered by status (only show items with status "done" and "working on it")

Simply specify which columns you want to include in your table, select how you want to group the report and apply a board filter by choice.

Report Generator then creates a real-time preview of your report based on the data you chose. You can either use the report as it is or download the document as a Word file to make further adjustments, such as changing colors or fonts, by clicking the "Customize template" button in the top right corner of the PDF document preview.

Learn about the details here.

Option 3: Use Predefined templates

You can also use a predefined report template and customize it in the next steps.

We created ready-to-use templates for different use cases, that are already built-in.

1. Select a template you want to use. You will get a preview when you select the template or you can take a closer look at the version in our template gallery.

2. Assign the columns from the template to the appropriate columns of your monday.com board. If you already have columns with the same name as in the template, PDF Report Generator automatically matches the columns for you.

3. Report Generator then creates a real-time preview of your report based on the data you chose. You can either download the report as it is by clicking the Download button in the top right corner of the report preview or download the document as a Word file to make further adjustments, such as changing colors or fonts, by clicking the "Customize template" next to the download button

4. If you want you can also define actions, like sending it via email or saving it to a file column or set up an automation (e.g. daily/weekly/monthly reports).

Option 4: Create your own template from scratch

Design your own Word template by using placeholders and upload it. This way, you can also tailor your reports to meet your specific needs. Adjust layouts, add company logos, and include personalized messages to maintain a professional touch.

The easiest way to customize your template is to download the default template or an existing template from our template gallery and use it as a starting point for your customizations.

If you feel confident, you can also start from scratch. All Templates must be in Microsoft Word format (.docx).

To make it as easy as possible, there is an entire Help Center section dedicated to creating templates.