How to Make Project Status Reports and Share it via Email📨

Hey, monday.com champions!

Status reports are essential for any project—they help teams stay aligned, track progress, and share it with stakeholders.
However, building these reports manually on monday.com can be time-consuming and inefficient — especially when stakeholders aren’t familiar with the platform and just want a quick, clear view of what’s going on.

✅Why Status Reports Matter

• Track progress and milestones across multiple boards
• Keep stakeholders informed about project progress
• Highlight completed tasks or discuss in-progress work during weekly check-ins or sprint reviews

It’s the end of the week, and here you are again—digging through updates, task lists, and status changes to piece together a project update. What if this could be automated?

⚙️How to Create Automated Status Reports with Board Email Reports
With the Board Email Reports app, you can set up a rule to automatically track key status transitions over any reporting period —like when tasks move from In Progress to Done or from To Do to Working on it —and receive a report via email.
Here’s how it works:
From the set of automations recipes, customize the following one:

Every time period, create a report on items from a group where Status was changed from from_Status to to_Status, with direct or all transitions, within the last X days (or weeks), and send this report to specified emails

• Direct transitions: shows only the tasks that moved directly from “In Progress” to “Done” without additional transitions between.
• All transitions: includes any tasks that moved from “In Progress” to “Done”, even if they passed through other statuses (like “On Hold” or “Review”), offering a broader task journey.

👥Who Needs These Reports?

• Project Managers – to align with project deadlines
• Team Leads – to prepare summaries for internal meetings
• Stakeholders or Clients – to stay informed about project progress

🧑‍💻Example Use Case
A project manager sets up a weekly rule for the “To Do” group to track all tasks moved from In Progress to Done in the past 7 days.
Every Monday, they receive an xls-report via email listing completed tasks—no need to open monday.com.
⚡Reports are easily shareable with any stakeholder—just enter their email in the automation rule, no guest access required.

📨What Board Email Reports Look Like
Subject line: Status change report - all transitions
Email body: A short summary of what changed
Attachment: An xls-report showing all status transitions from “In Progress” to “Done” over the indicated period.

If your team has a specific status project report you compile manually to share with stakeholders, we can create a custom one for you , just reach out to our team.