Generate report with monday

[JCorrell (Jim - The Monday Man)]

@JaniceB

Here are some thoughts…

You might want to check out this thread:

I want to email a digest of tasks finished in the last week

Hey Everyone, We send a project status report every week. It needs to because some folks want include it in their presentations. Is there an automation to create a digest of tasks completed in the last 7 days, then include those tasks in an email template and send the email? I’d love to hear what y’all have tried. Thanks, Jonathan

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)
Watch Our Latest Video: https://youtu.be/SARq3tmCIX8
Contact me directly here: Contact – The Monday Man