Hey, monday.com champions!
Status reports are essential for any project—they help teams stay aligned, track progress, and share it with stakeholders.
However, building these reports manually on monday.com can be time-consuming and inefficient — especially when stakeholders aren’t familiar with the platform and just want a quick, clear view of what’s going on.
Why Status Reports Matter
- Track progress and milestones across multiple boards
- Keep stakeholders informed about project progress
- Highlight completed tasks or discuss in-progress work during weekly check-ins or sprint reviews
It’s the end of the week, and here you are again—digging through updates, task lists, and status changes to piece together a project update. What if this could be automated?
How to Create Automated Status Reports with Board Email Reports
With the Board Email Reports app, you can set up a rule to automatically track key status transitions over any reporting period —like when tasks move from In Progress to Done or from To Do to Working on it —and receive a report via email.
Here’s how it works:
From the set of automations recipes, customize the following one:
Every time period, create a report on items from a group where Status was changed from
from_Statustoto_Status, with direct or all transitions, within the last X days (or weeks), and send this report to specified emails
- Direct transitions: shows only the tasks that moved directly from “In Progress” to “Done” without additional transitions between.
- All transitions: includes any tasks that moved from “In Progress” to “Done”, even if they passed through other statuses (like “On Hold” or “Review”), offering a broader task journey.
Who Needs These Reports?
- Project Managers – to align with project deadlines
- Team Leads – to prepare summaries for internal meetings
- Stakeholders or Clients – to stay informed about project progress
Example Use Case
A project manager sets up a weekly rule for the “To Do” group to track all tasks moved from In Progress to Done in the past 7 days.
Every Monday, they receive an xls-report via email listing completed tasks—no need to open monday.com.
Reports are easily shareable with any stakeholder—just enter their email in the automation rule, no guest access required.
What Board Email Reports Look Like
Subject line: Status change report - all transitions
Email body: A short summary of what changed
Attachment: An xls-report showing all status transitions from “In Progress” to “Done” over the indicated period.
Want to simplify your status reporting?
Try
Board Email Reports today and keep all stakeholders in the loop—automatically.
If your team has a specific status project report you compile manually to share with stakeholders, we can create a custom one for you , just reach out to our team.