At monday.com, we love to make data-informed decisions. We measure everything—progress towards KPIs, performance, and the pounds of pistachios the team eats. We know how important it is for any business to have detailed and accurate reporting. 

Reporting helps everyone understand how they are performing against their goals and discover places for improvement. In short, reporting shows us reality as well as opportunity.

In this guide, we will introduce you to some basic reporting tools such as formulas, advanced filters, chart views, and much more. We will look at different use cases, using a variety of boards and workflows, to understand some of the core ways to create reports based on your boards. Let's get started 🙌

Manage your budget with formulas and filters

In this use case, we will look at how to manage your company budget. Each group represents a quarter, and each item is a team within the company. We've added two Number Columns in order to track the budget planned for each team versus the actual amount spent. 

With our Formula Column, you can see at a glance if you are over or under budget. The Formula Column allows you to do simple and advanced calculations on your board, thus amplifying your data extraction capabilities. 

In this example, we will use the 'IF' formula as below: 

We can also use another formula to track how much budget is left for each department: 

With advanced board filters, you can narrow in on specific things on your board. This is super useful if you have a long board full of information (because after all, who likes scrolling!).

Here, for example, we are interested in seeing all the departments that are over budget for Q1. You can pick multiple filters to view the exact information you need: 

We can see that Marketing, Sales, and Legal spent way too much in Q1, so we know we will need to be more careful in the next quarters. 

You can also save your view as shown below: 

By saving your views, you will be able to access them easily in just a few clicks. 

Visualize your board's data with charts

Chart Views allow you an informative overview, providing breakdowns and analytics to enable your team to make necessary and informed decisions. In this example, we are an HR team, and we want to report on employee satisfaction. A survey was sent to each employee through a form, and all the answers are gathered in the board below: 

The chart view will help us get a better understanding of all the responses we got from our survey. Here, we've used it to analyze how the communication channel is between employees and team leads. 

To visualize the results of each question, you can also use the charts on dashboards! This will allow you to build several graphs in one single place. This is a great way to show higher managers the bottom line of a survey you’ve run.  🙌 

Find any relevant information with the Search Everything 

Search Everything allows you to search for anything across all of your boards! Want to filter which tasks are 'Stuck' across all of your boards? You can! Keen to check how much work your colleague has going on? Search their name! Want to see what you’ve got to do this week? Search for which items you’ve been assigned to, and then filter by date!

Let's say I am working on multiple projects simultaneously, each on a separate board. To see all the tasks assigned to me, I can simply search for my name in the search bar. This will display all tasks across all boards that have been assigned to me.

I can also search for my name and a specific status if, for example, I want to see all of my Stuck tasks. 

Let's take it a step further and filter by a specific time frame!

Get insights from all of your boards with a dashboard

Dashboards are a great way to display what's important in just one place. You can create reports using data from one or several boards. In addition, dashboards are live, so they’ll automatically update based on the data living in the boards to which they are connected. No need to keep maintaining them. 

With more than 15 available widgets, users can now understand project progress, track budget, estimate teammates' workload, and much more! This allows you to keep your team focused and motivated on high-level goals and boost productivity!  

Let's say we are a Sales Manager. We are working with three different boards:

The first step in creating a dashboard is to select the boards from which you want to extract the data. In this case, we selected the three boards above. 

Once done, we can start adding our widgets. In this example, you have used the following widgets: 

We have tons of widgets for you to choose from, and of course, I have just demonstrated one example of using the dashboards. For more information about all our widgets, check out this article.

Share your reports to promote transparency

You can share a Private or Main Dashboard with anyone you want! Send them a shareable link or an email straight from monday.com! 

Click the "Invite" button at the top right corner of your Dashboard and select either "Invite by email or link", or add members from within the account via "Dashboard members".

When choosing whether to invite your guest using a shareable link or by email, click on "Copy" next to the shareable link, or type your guest's email into the "Invite by email" text box. 

Sharing your dashboards with your team promotes transparency and is a great way to keep everyone aligned and focused on the goals. 

View and update data on the go with the mobile app 

The mobile app will allow you to collaborate with your team right from the palm of your hand! It's perfect if you're on the go and want to stay in tune with your team members. View your dashboards, board views, and boards, and pull your mobile out of your pocket to update information the minute it becomes relevant! You can even use the mobile app in offline mode to collaborate with your team from the field, or even on the subway on your commute to work! Check out this article to get started!