How to Create Quarterly Report for Clients the right way?

Platform discussions
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1

Hi everyone,

For a property management company - how to create the next quarterly report?

I have a board for:
Assets
Faults
Clients

Every quarter I want to send the client a report with the income for his assets (the income for each asset is recorded on the Assets board and a client can have multiple assets)
The expenses for each asset (the expense for each asset is recorded on the Assets board) + the expenses for the faults in the quarter (there is a board for Faults).

Then I want to show the client the total income minus the total expenses.

Additionally, I want automation that will send the client the quarterly report every quarter.

How can I do this?

As I understand it, I need to prepare a dashboard for each client and if I have a lot of clients it’s a hassle.
I would be happy to hear if there is a more efficient way to build the report.
Thanks in advance!

2

Anyone can help please?

3

Hey @eranggg

For your quarterly report automation, the best approach is to use Monday.com Google Sheets and Make.com/Zapier for seamless integration. Instead of creating individual dashboards for each client, a more scalable solution is to have a centralized reporting system that dynamically pulls data for each client and generates a personalized report.

Google Sheets as a Data Hub Sync your Assets Faults and Expenses boards to Google Sheets automatically using Monday.com integrations.
Automated Report Generation Use Google Sheets formulas or Google Apps Script to calculate total income, expenses, and net profit per client.
PDF Report Creation & Email Automation Convert the report into a PDF using tools like PDF.co or Google Docs API then automate email dispatch every quarter with Make.com/Zapier

Let’s Connect to Call

4

Are you sure I cant achieve this report with any app on the marketplace?

5

if your requirements involve complex data manipulation, automation, or integrations across multiple platforms, you may need custom automation using Make.com, Zapier, or Google Apps Script to pull and structure the data as needed.

6

@eranggg I suggest taking a look at the Analytics & Reports by Screenful. With it, you can create reports across multiple boards and schedule them to be sent at via email or Slack.

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