Monday.com reporting: your tools and tips?

Platform discussions
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Hello Everyone!

Let’s chat about how we report on monday.com data. I’m curious about your go-to methods.

  1. Do you rely on monday.com’s built-in basic and/or advanced reporting, or do you prefer tools like Tableau or Power BI? What drives your choice?
  2. For those using connectors like the ones for Power BI and Tableau, how’s your experience with data export? Do you have another solution you find effective?
  3. Are there any unique variants or customized approaches you use for reporting on monday.com data, combining both built-in features and external BI tools?
  4. Share your experiences and tips for creating insightful reports on monday.com, whether through native features or third-party tools.

Excited to hear your thoughts!

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Hi @yuliamai Power BI and Tableau are flexible tools and gives you the ability to implement your own reports and dashboards. However, it can take time and the learning curve is steep. As an alternative, I suggest taking a look at the Analytics & Reports by Screenful. You can use it to create custom charts with your Monday data and compile them into Reports. The reports can then be shared with anyone in your organization via email or Slack as a PDF on a custom schedule. Here’s an example report:

teamstatus

You can learn more about this add-on, or start a free trial to give it a try with your own data.