How to share monday.com reports with people outside monday.com

Why share reports outside monday.com?

Clients, managers and partners often need to see progress without a monday.com seat. Copying a board into a spreadsheet every week takes time, and the copy is out of date the moment it's sent.

Board Reports builds the report once and sends a fresh copy on your schedule, so nobody has to export anything by hand.

How do I set it up?

1. Install Board Reports Automations or Board Reports & Export from the monday.com marketplace. Both are free to start.
2. On your board, create a report and choose the columns, groups and filters.
3. Pick Excel or CSV, and add a password if you want one.
4. Schedule it daily, weekly or monthly, and add the people who should get it. They don't need a monday.com login.

What can a report include?

• Current and historical data: what changed, when and by whom.
• Any column and condition as a filter, such as high priority items owned by one person that are stuck.
• The exact columns and groups you choose, including subitems.

Which reports do teams send most?

• Items marked Done last week, for managers.
• Daily task lists, for each person on the team.
• Project updates, for clients.
• Items not updated in 30 days, to find work that has gone quiet.

How do teams use it?

• Healthcare marketing. On the 5th of every month, the team gets a report of accounts that became referral partners the month before.
• Operations. One report shows what was completed in the last 30 days next to what's due in the next 30, so managers see both in one file.
• Surveying. Every week, each surveyor gets a list of their overdue reports.

How much does it cost?

There's a free plan with 4 reports / month. Paid plans start at $25 a month for Board Reports Automations and $21 a month for Board Reports & Export, or less billed yearly. Every plan includes unlimited users, billing runs through your monday.com account, and every plan comes with a full refund within the first 30 days.

What do customers say?

“I receive reports promptly without all the extra work. Worth every penny!”

Questions

Does the person receiving the report need monday.com?

No. Send it to anyone, with no login needed, and add a password if you want one.

What counts as one report?

Each report sent. A report sent every week uses about 4 a month, however many people receive it.

How is this different from monday.com's dashboards?

Dashboards and views show today's state. These reports also cover historical data, so you can see what changed, when and by whom.

Which app should I install?

Board Reports Automations and Board Reports & Export build the same reports. Board Reports & Export runs on monday code, monday.com's own hosting.

Do I need to be a monday.com admin to install it?

Not always. monday.com admins, or users with app-install permission, can install Marketplace apps. If you're neither, ask your admin to install it.