Is there a way to create a "group by" report within Monday.com?

Platform discussions
,
1

We are storing claim data in Monday.com and for the purposes of this question, just know there is a Claim Revenue column and a Check # column. Multiple claims are paid for by each check number.

For example (most columns not shown):
| Claim Revenue | Check # |
| $100 | 123456789 |
| $200 | 123456789 |
| $100 | 123456789 |
| $200 | 987654321 |

We want to make sure that the check includes payment for all of the claims we have in the board, so I’d like to create the following report.

| Check # | Total Revenue |
| 123456789 | $400 |
| 987654321 | $200 |

Is there a way to do this within Monday.com itself?

Thanks,
Eric

2

Hello @erockx ,

Yes, you can generate this report within Monday.com using the “Group By” and “Sum” features in the platform’s built-in views.

Solution 1: Using the Chart View (Pivot Table Alternative)

  1. Go to your Monday.com board where you store claim data.
  2. Click on “Add View” (top-left) and select “Chart”.
  3. Choose the “Pivot Table” widget.
  4. Set:
  • Rows: “Check #” (this groups claims by check number).
  • Values: “Claim Revenue” (set this to Sum).
  1. This will give you a summary table showing each check number and the total revenue associated with it.

Solution 2: Using the “Group By” and “Formula” Column

  1. Group by Check #:
  • Click on the Check # column header.
  • Select “Group by this column”.
  • This will group all claims by their respective check numbers.
  1. Use a Mirror or Formula Column (If Needed):
  • If you have a connected board, you can use a Mirror column to sum claim revenue.
  • Alternatively, if you want to sum within the same board, you may need an automation or integration with Make/Zapier.

Solution 3: Using an Automation (For Dynamic Updates)

If you want an automated approach:

  1. Use Monday.com’s “Rollup” or Mirror Column to sum all claim revenues associated with each check number.
  2. Alternatively, use Make (formerly Integromat) or Zapier to automate the calculation and store the results in another board.

Let me know if you need a more advanced solution! or leave me a like if this helped :blush: