Generate reports
Keeping it easy! Out step-by-step assistant will guide you through the whole process.
Generate a report for your entire board
Generate a report including data from the entire board incl. all items in one file.
Choose your starting point
- Open the PDF Report Generator View and select the tab "Generate Report"
- Click on "Board Level".
Step 1: Create report
- Choose one of the four options to create a report
a) Report Builder: Create your report using various elements in the Report Builder, including charts and tables. Learn about the details here.
b) Board Print: Export your board view in tabular format, grouped and filtered based on your own criteria, e.g. “all tasks that are overdue grouped by status.” Learn about the details here.
c) Predefined Template: Use a predefined report template and customize it in the next steps, e.g. Project Portfolio Report.
d) Template from scratch: Design your own Word template by using placeholders and upload it. Learn about the details here.
Step 2: Select actions
What should happen with the report after creating it?
By default, all documents will be saved in the "Reports" tab in this view.
Additionally, you can
- Send via email to user who generates the report: Send it to the user who generated the report via email.
- Send via email to email addres(ses): Send it to others via email by adding one or more email addresses, separated by semicolon.
(e.g. hello@company.com; tom@company.com)
Step 3: More settings
- Output file: Enter a file name. If no name is entered, the name of the board is used. You can also use placeholders in the file name, e.g. Project report {{Today}}. This way the date will always be added to your file name.
- Apply board filter: Use board filters to narrow down the items you want to be included in your reports. Learn more about it here.
- Save this Report Generator recipe for future use: You can save all settings as a Report Generator recipe in order to reuse them again.
So next time you want to generate a report, you can simply select the recipe and all settings will be applied automatically. Find out about automations here.
Generate Report
All settings are done. You can now generate your report.
After generating the report, you have four more options:
1) Download the report: Download your report in PDF format to your computer.
2) Open preview: Or take a look at your report and decide whether it looks good, before you download it.
3) Download template: If you are not quite happy with the result or want to make adjustments like adding your logo, etc., you can simply download the Word template and adjust it.
4) Replace template: If you are done adjusting the template, you can upload the new version again and a new report version will automatically be generated.
Generate a report for a single item
Generate a report for a single item (with subitems) on button click or other event by adding an automation.
Choose your starting point
- Open the PDF Report Generator View and select the tab "Generate report"
- Click on "Item Level".
Step 1: Create report
- Choose one of the three options to create a report
a) Report Builder: Create your report using various elements in the Report Builder, including charts and tables. Learn about the details here.
c) Predefined Template: Use a predefined report template and customize it in the next steps, e.g. Project Portfolio Report.
d) Template from scratch: Design your own Word template by using placeholders and upload it. Learn about the details here.
Step 2: Select actions
What should happen with the report after creating it?
By default, all reports will be saved in the "Reports" tab in this view.
Additionally, you can
-
File to column: File the document to a specific column in your table.
To do this, select an existing column (type “Files”) in your table or create a new column (type “Files”) in advance. -
Send via email to user who generates the report: Send it to the user who generated the report via email.
- Send via email to email address(es): Send it to others via email by adding one or more email addresses, separated by semicolon
(e.g. hello@company.com; tom@company.com)
Step 3: More settings
- Output file: Enter a file name. If no name is entered, the name of the board is used.
You can also use placeholders in the file name, e.g. Project report {{Today}}. This way the date will always be added to your file name. - This PDF Generator recipe has to be saved in order to use it in your monday automation.
Please specify a name for the recipe so that you can easily identify it later when creating the automation, e.g. "Create report" or "Project Portfolio to PM".
Step 4: Generate Report and add an integration using your PDF Report Generator recipe
In order to create a report for a single item based on the settings you just saved, you need to add an integration to your board.
- Click on Integrate.
- Search for "PDF Report Generator" and select it.
- Select one of the integration recipes, that suits your case.
Learn more about automations here. - Fill in the parameters.
- Add the integration to your board. If you now change the status, click on a specific button or a certain date is reached, a document will automatically be created.
Generate Item Report on the fly:
You can also generate a report directly in Step 4 to preview all settings.
- Select an item in the dropdown menu
- Click on "Generate Report"
After generating the report, you have four more options:
1) Download the report: Download your report in PDF format to your computer.
2) Open preview: Or take a look at your report and decide whether it looks good, before you download it.
3) Download template: If you are not quite happy with the result or want to make adjustments like adding your logo, etc., you can simply download the Word template and adjust it.
4) Replace template: If you are done adjusting the template, you can upload the new version again and a new report version will automatically be generated.
FAQ & Troubleshooting
If you have any issues or find a bug, please contact us.
Limitations
If you're generating PDFs for "Single Items" and using the "upload to a file column" feature, the maximum is 200 documents at once.
If you need to generate PDFs for more items, generate your documents in batches of max. 200.
If you're not using the file column feature and want to download in the board view instead, you can generate up to 500 documents in one go.