Creating a synced reporting board

Platform discussions Special workflows & use cases
, , ,
1

Hi Everyone,

I am trying to create automatic report export from monday.com.

Scenario!
I have to extract and send reporting based on a board which has say about 25 columns. But the reports needed should have only 6-7 columns. I was successfully about to create a view based on the required structure but then i realized that monday.com doesn’t allow excel export based on specific view but only the main table (rolls eyes).

So another solution is to create a board which will have all the report related columns only and somehow connect the items from the main board so that the columns can be updated automatically.

I am not sure how to achieve it using connected boards or automations. Any help here would be appreciated.

Regards,
Ravi

2

@rdmotwani if an add-on is an option, I suggest taking a look at the Analytics & Reports by Screenful. You can use it to create reports of your Monday data share them via email or Slack as a PDF on a custom schedule. You can learn more from the Tour page.

Here’s a setup guide to get started with the free trial.