Hi monday users,
Looking to generate a weekly report with the tasks my employees created.
Any tips?
Could be super helpful!!
Here are some thoughts…
You might want to check out this thread:
You could use something like this automation or the custom automation:
Adding a “Creation Log” column to the board would allow you to filter by person and creation date. You could then export the filtered items to Excel.
Finally, to automate the entire process, I would recommend creating a Make/Integromat scenario.
Jim - The Monday Man (YouTube Channel)
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hi we can do that please allow me DM
Hi @JaniceB
You can try our new app PDF Report Generator?
With this app, 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