How to automate reporting in monday.com and generate Excel reports

Learn how to automate monday.com reporting and export board data to Excel using reusable spreadsheet templates, formulas, and automation workflows with Spreadsheet Gorilla for monday.com

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You can create automated reports in monday.com by exporting board data, applying formulas, and using automations to generate recurring reports automatically.

Many teams generate recurring exports from monday.com data to Excel and using automation tools that structure board data into spreadsheets. In this guide you will learn how monday.com reporting works, why native reporting features can be limiting, and how to create automated reporting workflows that generate structured reports for Excel or client portals from your monday.com boards.

Introduction

Steps to automate reports in monday.com

Automated reporting in monday.com usually involves these steps:

Identify the boards containing the data you want to report on
Define the structure of the report, often as an Excel spreadsheet
Apply formulas and calculations to generate metrics
Export the structured report from monday.com data
Use automations to generate reports on a recurring schedule

Many teams simplify this process using tools like Spreadsheet Gorilla for monday.com to generate structured Excel reports automatically.

Challenges

Why monday.com reporting can be challenging

The monday.com platform is excellent for managing projects, sales pipelines, and operational workflows. However, when teams begin scaling their workspaces, reporting requirements often become more complex.

Organizations frequently need reporting workflows that allow them to:

combine data from multiple boards
generate recurring weekly or monthly reports
export structured spreadsheets for further analysis
share reports with stakeholders outside monday.com
calculate financial or operational metrics

While monday.com includes dashboards and basic exports, these tools are not always sufficient for automated reporting workflows. For example, monday.com dashboards provide visual insights but are not designed for recurring Excel-style reporting. As a result, many teams build additional processes for exporting and structuring their monday.com data.

Automate reports

How to automate reports in monday.com (step-by-step)

Creating automated reports in monday.com usually involves a few key steps. The exact setup depends on the reporting workflow your team needs, but the general process is similar across most organizations.

1. Define the data you want to report on

Start by identifying which boards contain the data needed for your report. This might include project boards, CRM pipelines, financial tracking boards, or operational workflows. Many reports combine data from multiple boards to provide a broader overview.

2. Structure the reporting format

Next, determine how the report should be structured. Most organizations generate reports in spreadsheet format because spreadsheets allow calculations, summaries, and flexible data analysis.

At this stage teams typically decide:

which columns should appear in the report
how items should be filtered
how the data should be organized across worksheets
which metrics should be calculated

3. Apply formulas and calculations

Once the report structure is defined, formulas can be used to calculate important metrics such as totals, averages, budgets, and performance indicators. Formulas make it possible to turn raw monday.com data into meaningful insights.

4. Generate the spreadsheet report

The next step is exporting the structured data into a spreadsheet format such as Excel. Many teams create reusable spreadsheet templates so the same report structure can be generated repeatedly without manual formatting.

5. Automate the report generation

Finally, monday.com automations can be used to trigger reports automatically. Many teams use tools like Spreadsheet Gorilla to generate structured Excel reports from monday.com boards automatically. Common examples include:

weekly project reports
monthly financial summaries
recurring sales pipeline reports
operational KPI reports

Once configured, reports can be generated on schedule without manual exports.

Comparision

Reporting options in monday.com compared

There are several different ways teams generate reports from monday.com data. Each method has advantages depending on the use case.

Dashboards in monday.com
Best for: quick visual insights inside monday.com
Limitations: dashboards cannot easily be exported or scheduled for recurring reporting
Manual Excel exports
Best for: simple one-time analysis
Limitations: requires manual exporting and spreadsheet cleanup
Automated spreadsheet reports
Best for: recurring reports and structured reporting workflows
Limitations: requires initial setup but saves time long-term
Client Portals for monday.com
Best for: autonomous and asynchronus reporting to external users
Limitations: requires setup and onboarding but saves time long-term

Common workflows

Common automated reporting workflows

Automated reporting can support many different operational processes. Below are some of the most common reporting workflows teams build using monday.com.

Weekly leadership reports

Executives often require weekly summaries of important metrics such as project status, budgets, or operational KPIs. Automated reports can consolidate multiple boards into one structured spreadsheet delivered on a weekly schedule.

Cross-board reporting

Many organizations manage work across multiple boards. Automated reports allow data from those boards to be combined into a single report for easier analysis.

Financial reporting

Finance teams often export monday.com data into spreadsheets to calculate budgets, revenue projections, or operational costs. Automated reports ensure these spreadsheets are generated consistently.

Client or stakeholder reporting

Teams frequently need to share updates with clients or external stakeholders who do not have access to monday.com. Exported spreadsheet reports provide a convenient way to deliver those updates. Other teams prefer building a client portal for monday.com to share board data based reports in a secure and branded environment.

Automation benefits

Benefits of automated monday.com reporting

Automating reporting workflows offers several important advantages.

Consistency
Templates ensure every report follows the same structure and formatting.
Time savings
Teams no longer need to manually export and format spreadsheets every reporting cycle.
Scalability
Reporting workflows can grow with your workspace as new boards and teams are added.
Improved analysis
Spreadsheets allow teams to run advanced calculations and deeper analysis on their monday.com data.

When to automate

When to automate monday.com reporting

Automated reporting workflows are especially useful when:

reports are generated weekly or monthly
multiple boards must be combined into one report
stakeholders require structured spreadsheets
financial or operational calculations are needed
reports must be delivered outside monday.com

In these scenarios, automation significantly reduces the manual effort required to generate reports.

Conclusion

Final thoughts

The monday.com platform provides powerful workflow management capabilities, but reporting workflows often require additional automation and flexibility. By combining monday.com automations with structured spreadsheet reporting, teams can create reliable reporting processes that generate consistent reports and eliminate repetitive manual work. If your team regularly needs to export monday.com data to Excel automatically, building automated reporting workflows can dramatically improve efficiency and accuracy.

Can monday.com generate automated reports?

Yes. monday.com automations can trigger workflows that generate reports automatically. Many teams combine automations with spreadsheet templates to create recurring reports.

How do I export monday.com reports to Excel?

Board data can be exported manually using monday.com’s export feature or automatically through reporting tools that generate Excel spreadsheets from board data.