Reports by Screenful — Beautiful custom reports with charts and diagrams for Monday

G’day Monday.com community! :wave:

Today I’m excited to share the Reports by Screenful app for Monday.com, which won a Staff Picks prize in the recent Monday Apps Challenge! :tada:

The app is an easy-to-use business intelligence solution for monday.com, which allows you to create reports of your task data and share them via email or Slack.

:point_right: Click here to install the app! :point_left:

You can use the app by creating a board view to your table and choosing Reports by Screenful as the view. You can use it as a standalone app in the browser, but you must have the app installed on Monday first.

If you have any questions or feedback — feel free to get in touch with us at support@screenful.com

Have a nice day and happy reporting! :heart:

The Reports by Screenful are available on Monday.com Marketplace!

If you spend any time constructing reports of your projects, you’ll find out this product can automate a large part of that manual work. You’ll have to set up a report once, and you’ll get the latest data delivered to your inbox at your preferred frequency.

How it works? — Watch demo

Getting Started — Start a free 21-day trial

Key features

Fully customizable reporting

With the new Reports product, we started with the assumption that the user wants to customize each and every detail. When it comes to reporting, one size does not fit all. That includes all the texts, charts, colors, and the overall layout.

The basic building block of a report is a custom chart. Since custom charts are highly customizable, that provides a good foundation for a customizable report. You can add any number of charts and reorder them by drag & drop. You can also add text fragments between the chart to include your own comments or descriptions.

A single report can contain as many charts and task lists as you wish, and you can combine data from multiple projects or boards.

Drag & drop report editor

In the new Reports product, you have two main navigation items on the top: Charts and Reports. You can create a new report by clicking Add new report on the top right when you’re in the Reports tab.

Once you’re in the editor, you can start adding sections to your report, with charts or text fragments.

You can add as many sections as you want, and you can configure each of them separately so that you can capture all key information in one report.

Schedule and share reports

In addition to viewing a report or downloading it as a PDF, reports can be scheduled to be shared via email or Slack (to start with, other tools will follow). To schedule a report, click the three dots next to any of the reports in the list and select Schedule from the menu.

The scheduling view is opened, which allows you to select the frequency (daily/weekly/monthly), and the time of day when the report will be sent.

Once the schedule is saved, the report will be sent as a PDF attachment via email to the selected recipients. When you click the attachment, the report is shown:

So, why wait…Install Reports by Screenful and send your ideas and feedback at hello@screenful.com

Track lead and cycle times of individual tasks ⌛

In the latest product update, we’ve added a new feature that allows tracking timings of individual tasks. That includes tracking lead and cycle times but also the amount of time a task has spent on any individual workflow state. That information is now available for all tasks, including those that are not yet completed.

Previously we provided timing information in the Timing screen only. Now these tooltips are available in all dashboard screens which have click throughs to individual tasks.

The feature is already available for all Monday users. Learn more from the release notes.

New release: Introducing Table chart with custom formulas for monday.com

Hi, folks. Today I’m very excited to share something cool with you:

You can now use a new chart type in Reports by Screenful. The new Table chart allows to view data in rows and columns. You can choose how your data is grouped into rows, and you can configure the columns to display exactly the information you need.

Here’s an example of a Table chart:

It is similar to a Pivot table as it aggregates the task data into sums, averages, and other statistics. It allows analyzing large amounts of task data in different ways rapidly. For example, you can track key metrics such as velocity and cycle times across your boards.

What makes this chart really powerful is that you can have as many columns as you want and configure them separately.

Adding a calculated column

The calculated column is a special type of column that displays data computed based on the other columns’ data. To add a calculated column, click Edit chart and scroll down to the column definitions. Click Add calculated column .

A modal is opened, which allows entering a mathematical formula .

In this example, the formula entered is

(DIVIDE( { 3 Tasks done }, { 1 Tasks total } ) )* 100

It means that the value in column 3 (Tasks done) is divided by the value in column 1 (Tasks total). The result should show the percentage of work completed.

While it may look complicated, you don’t really have to type it as you can click on the green buttons below the formula field, which provide shortcuts to the most commonly needed formulas. If you’re a power user looking for a more complicated formula, here’s a reference of all the supported formulas.

Once you’ve added the formula and saved the chart, the calculated column is added to the chart:

Now the rightmost column shows the completion percentage based on the values in the Tasks total and Tasks done columns.

When you write a calculated column formula, it is automatically applied to the whole table and evaluated individually for each row.

Formatting the calculated column

There are a couple of things you can do to spice up your calculated column. A more visual way of displaying percentages is by using progress bars. To change the representation, select Progress Bar (0-100) from the Format menu.

You can also change the column header from the default “Calculated” to a more descriptive one in the Chart format section.

Finally, you can reorder the columns by drag and drop. In the below example, we’ve renamed the column header to Progress and placed it as the first column in the chart. Here’s the final chart:

Summary

Table chart is now available for all users . With the Table chart, you can create progress lists for your projects, epics, team members, or whatever it is that you want to track. With configurable columns and support for formulas, it allows great flexibility.

To give it a try with your own data, sign up for a free 21-day trial.

As always, we’d love to hear from you. Please do not hesitate to contact us any time at hello@screenful.com if you have questions or feedback.

Have a productive week!

Introducing report templates :bar_chart:

Earlier this year we introduced chart templates to make it easier to create custom charts. That made it possible to create any chart from the underlying data with just a few clicks. Now we’ve expanded on that concept, and are extremely happy to introduce report templates! This is a game-changing feature as now you can create complete reports with just a few clicks.

Create new reports with just a few clicks

To create a new report from a template, go to the Reports tab and click Add new report on the top right corner.

A modal is opened with a set of report templates. You can either create a new report from scratch or pick one of the predefined reports.

Clicking one of report templates opens a preview with real data. You can select the data sources from the Data source menu above the report. You can pick one or more data sources for your reports and have them applied to all the charts within the report.

When you click Create report, the report is created and you can find it under the Reports tab under the main view.

From there, you can for example download it as a PDF, schedule it to be sent via email, or share it with others using the share links.

Configuring the report

While picking from the ready-made templates is the quickest way to get started, your use case may require a more customized approach. No worries, you can click the Configure icon on the top right corner to open the report for editing.

The report editor opens showing the predefined content. You can freely add or remove charts and text blocks, and adjust the layout of the report by adding columns to the report.

When you’re editing a report, you can easily insert any of your existing custom charts, or you can create new ones using the chart templates.

Summary

Report templates are now available for all users. You can easily create reports from templates and share them with others using share links and scheduled reports. We’ll be adding more templates to the library over time.