Leverage templates to manage, merge, calculate and export board items to Excel spreadsheets and email them periodically with automations.
Client Excel reporting
Send recurring Excel reports to
clients from monday.com
Turn project and time tracking data from monday.com into structured Excel reports for your clients with completed
work, milestones, hours and billable amounts. Set up your report once, generate an updated Excel file
whenever you need it and use automations to create and email recurring reports.
Combine data
Bring client data into one Excel report
Combine projects, completed work, milestones and time tracking from multiple monday.com boards. Spreadsheet Gorilla brings the relevant data together in one reusable Excel report.
Structure reports
Create a consistent client report format
Choose the worksheets, boards, columns and filters included in your report. Add spreadsheet formulas for values such as billable amounts while keeping every generated Excel report in the same format.
Automate delivery
Send the same report every month
Set up the report once and generate a new Excel file with the latest monday.com data whenever needed. Use automations to create and email client reports on a recurring schedule.
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More than a standard monday.com Excel export
A regular board export gives you the data from a monday.com board. Spreadsheet Gorilla is designed for cases where the finished client report needs its own worksheets, structure, filters and calculations, or needs to include information from multiple boards. This makes it useful for recurring client reports that need to follow the same format every week or month.
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Yes. Spreadsheet Gorilla can use data from multiple monday.com boards in the same Excel report. This lets you combine project information, completed work, milestones and time tracking data in one client report.
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Can I customize the structure of the client report?
Yes. Spreadsheet Gorilla lets you create reusable spreadsheet templates with selected monday.com boards and columns, multiple worksheets and filters to control the data included in the exported Excel file.
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Can Spreadsheet Gorilla calculate billable amounts?
Yes. Your report template can use spreadsheet formulas to calculate values such as billable amounts based on hours, rates or other monday.com data included in the report.
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Can client reports be generated automatically?
Yes. Spreadsheet Gorilla can be used with monday.com automations to generate Excel reports on a recurring schedule, such as weekly or monthly, and send them through email.
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How is this different from exporting a monday board?
A standard monday.com export gives you the board data in spreadsheet form. Spreadsheet Gorilla lets you create a reusable Excel report with your own worksheets, structure, filters and formulas, including data from multiple boards.
Get started
Build recurring client reports with Spreadsheet Gorilla for monday.com
Create reusable Excel reports from your monday.com data and keep your client reporting consistent from one reporting period to the next.
