hlopezvc
(Hernan Lopez)
August 18, 2020, 9:01am
4
Ok, i´ll fill it.
But i have taken a little time to repost here all reporting/printing needs that were published in this community. As i said before in other similar threads, im strongly convinced that this solutions needs to be solved by the Monday.com standar product. We cannot expect as users to be buying additional apps as solutions for obviously missing parts of a product that should be “inside” and not “outside” the platform (not all the cases but this is one).-
Since some time till here, there are no updates or feedback on this “must requested” features, but we have now “dark mode” ??!.
Ok, no more comments, here is a list of relationed post that you could be study for what you might be offering:
Hi @basdebruin
Its a form builder concept but not for sending forms (so as not to confuse the monday.com forms or google forms). The concept is something like de Ms Access report designer.
You can setup a report header (with the company logo), a page header with all the information, a report footer, you are free to place to fields (columns) wherever you want.
[imagen]
This (if this can do internally from monday or a view app) will provide a custom experience for monday.com users and can be u…
I think that with all advances on teamwork this year, some other functions are obsolete, like the print option on boards section. I dont mean printing on papers (and the ecology stuff), but to present a professional report on PDF.
Things that need to be improved:
Board´s title, description and link: there is a single line printed for board title (board description is not supported), and board link is shown in single line on top right corner. I think there should be a VISUAL way (user choice) …
https://community.monday.com/t/reporting-multiple-pulses-via-automations/3836
My current “customer information form” on Excel has been set up to automatically duplicate the information onto an estimate, invoice and receipt.
Now I’m trying to move my customers information into monday.com but I’m still having to fill out the old Excel forms to get the estimate, invoice and receipt. This is obviously counterproductive especially given that the customer information has frequent updates that will need to be implemented on both Monday and excel every time.
is there an app I c…
Hi @basdebruin , taking a look to all the avaliable standard triggers on Monday Apps, i think that reporting multiple items needs a trigger that not depends on one item due date or status value (in common sense). So i think that could be a scheduled or recurring trigger.
every time period (trigger) report ALL items (action)
every time period (trigger) report ALL items (action) with THIS status (modifier)
every time period (trigger) report ALL items (action) with THIS text/number value (modifie…
My current “customer information form” on Excel has been set up to automatically duplicate the information onto an estimate, invoice and receipt.
Now im trying to move my customer information into monday.com but im still having to fill out the old Excel forms to get the estimate, invoice and receipt. This is obviously counterproductive especially given that the customer information has frequent updates that will need to be implemented on both Monday and excel every time.
is there an app i can …
Hi everyone,
We currently have 30+ projects running across our company. For each project, we have a separate board (custom template), with the following structure: The first group has only one Project Summary pulse, to capture owner/status/start date/end date. Below that, we have separate groups for each project milestones, each with pulses for individual tasks.
We now want to report on all projects that are currently running across the organisation - in one place. The obvious option would be …
Hi y’all,
Our items have 3 key pieces of data: The TOTAL estimated points of effort, the REMAINING effort and the COMPLETED effort ( Total - Remaining = Completed)
What I’d love to do is have some kind of graph that shows us the SUM of TOTAL vs. the SUM of REMAINING.
WHen I try and create a graph it seems like I can only do a COUNT on the X Axis. Is there another way?
Hi Monday.
I am not a developer but I am the admin for our organization who uses Monday platform as a sales pipeline management tool.
One feature that we desperately need (and were promised a while ago) was the ability to make formulas in the dashboard or for example take the SUM of a numbers column and calculate with the SUM of another numbers column e.g. find out a conversion rate in %.
Now that you have the ability to create apps. Can your framework support a tool that can do this?
Thank…
https://community.monday.com/t/reporting-with-update/7141
Use Case:
We use Monday.com to manage our strategic workplan. This involves a long list of tasks/projects and then we link out to projects that need their own board. We use the dashboards for executive reporting and also for reporting to our finance team. We have custom columns where we calculate financials for each item and the dashboards give a glimpse into each of these roll-ups and rather or not we are on track or falling behind. Our regions have their own dashboards that include the batter…
3 Likes