Creating automatic email reports with board view

Hello there!
We have created an content asset creation board. Every week, assets get completed by various people.
I am trying to set an email to be sent every Monday morning showing a specific board view of all the assets that have been completed the previous week.

I can easily do it in AirTable but seem to be restricted in Monday.
The goal is to have it in an email. No need to open Monday.

Anyone has a clue how I could achieve this?
Thank you!
MAC

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Has there been any update for this? Thank you!! :smiling_face:

@ReturnOfTheMac @Chenry if an add-on is an option, I suggest to take a look at the Analytics & Reports by Screenful. You can create reports and schedule them to be sent daily/weekly/monthly to the selected recipients. Here’s an example report:

You can learn more about the reports feature, and start a free trial via the Monday Marketplace.

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Hello Sami,
this looks great indeed, I’d have to try it.
To me it’s something that should be available out of the box in Monday without the need for another monthly fee.
Thank you for the recommendation. I’ll try it out and see if I can use it as we expect.
MAC

2 Likes

Hey @ReturnOfTheMac

We developed an app called Board Report Automations that provides reporting capabilities which are based on actual reports (static docs) and not dashboards. It allows to solve this exact case. Here’s an example →

It also solves a bunch of other cases but I’ll let you find those out :slight_smile:
You can find it in the monday.com marketplace in the platform or here - https://monday.com/marketplace/10000291

Hope that helps!

1 Like

@ReturnOfTheMac , did you ever find a solution to this? We are running into the same issue. We have a dashboard that we would like to have emailed to our clients automatically and have not found a work around yet.

Hi @S_Moore ,

What about sending an automated PDF report every day/week, etc.?
With our app PDF Report Generator, you can create PDF reports and send them via email.

You can use the report builder to create your own layout for the PDF, or if you need more flexibility, create a docx template. The app uses Word templates with placeholders. So you can specify which columns you want to export and create your own design. You can also use tables inside the Word template to reproduce the look of monday or create your own version.
https://www.pdfreportgenerator.com/help/template/

As a starting point, you can also use one of the pre-made templates from our Template Gallery.

It’s also possible to create a monday automation so that the report is automatically send via email every day / week / month.

If you need more advanced features like QR codes or custom email templates, try DocExport PDF Generator .

Both apps work with formulas, mirror-columns, images, Charts and so on.

If you have any questions, feel free to reach out to us: support@towerapps.com

cc @ReturnOfTheMac @Chenry

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Hi Johannes,

Thanks for this, I will look into it. Can this be used for a dashboard page as well or only individual boards? The Monday automation generates an email with a link to the dashboard, but some of the boards that the dashboard pulls from is not able to be fully visible to the clients due to sensitive information. So when they click on the link it says they cannot view their dashboard.

Thank you,

Stephanie Moore

Is there a solution to this that doesn’t involve an add-on? I would expect this to be a feature directly from Monday.com

Thank you very much @johannesgeyer