Hello! Looking for a nice clean report to send to clients via email. I know monday.com can export into excel but need something nicer looking that might be interactive too. The screenful app doesn’t support subitems which we would like to list out. Thank you!
Hi @kmcelroy
Welcome to the Community!
If you’re looking to provide your clients with an interactive view of their relevant projects, I would recommend adding them to the account as Guests.
This allows you to invite the client to join your monday.com account, but to only give them access to certain boards that are relevant to them.
You could create a specific board that is your client facing board and only provide them with access to this one board.
You can read more on the Guest user type here: How do I share projects and tasks with guests?
Outside of this, I would recommend using a publicly shareable board view, although this is not currently compatible with the subitems, as the subitems are still in Beta.
The publicly shareable board view allows you to take a board or board view and generate a URL link or embed code that you can then share with users outside of the account, or even embed into a website.
You can read more on this here: How to share a board view publicly
I hope this helps! Remember to mark as solved if this answers your question
Best,
Dani
@kmcelroy just wanted to let you know that Screenful now supports subitems as well. So if you’re looking for a nice looking interactive reports for subitems, Analytics & Reports by Screenful can provide that. You can embed reports into monday dashboard, or schedule them to be sent via email to the selected recipients.
Hi there! I completely understand your need for a polished and user-friendly report to impress your clients. While Monday.com is great for exporting data into Excel, if you’re looking for a cleaner and more interactive option, you might want to explore other cleaning-related tools like Tableau or Power BI. These platforms can help you create visually appealing reports with interactive elements, making your data presentation a breeze. Unfortunately, it seems the Screenful app doesn’t support subitems, which can be crucial for listing out detailed information.
Hi @Daminaio we do support subitems. You can learn more from this guide: Tracking monday.com subitems with Screenful - Screenful Guide for monday.com