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.

XClient Monthly Report.xlsx
A1
fx
ABCDEF
1MetricValue
2Reporting periodAugust 2026
3Active projects3
4Completed work items7
5Completed milestones4
6Total hours145
7Billable amount$17,700
ABCDEF
1DateProjectWork itemStatusTeam memberMilestone
2Aug 3Website RedesignHomepage wireframesCompletedEmma WilsonDesign approved
3Aug 6Website RedesignMobile layoutsCompletedSophia Miller
4Aug 10Brand CampaignAd conceptsCompletedDaniel CarterCreative approved
5Aug 14Brand CampaignLanding pageCompletedEmma WilsonCampaign ready
6Aug 18Product LaunchLaunch checklistCompletedDaniel Carter
7Aug 22Product LaunchSales assetsCompletedSophia MillerAssets delivered
8Aug 27Website RedesignQA reviewCompletedEmma Wilson
ABCDEF
1Team memberProjectHoursRateBillable amountPeriod
2Emma WilsonWebsite Redesign18$120$2,160August 2026
3Daniel CarterWebsite Redesign20$140$2,800August 2026
4Sophia MillerWebsite Redesign15$100$1,500August 2026
5Emma WilsonBrand Campaign22$120$2,640August 2026
6Sophia MillerBrand Campaign18$100$1,800August 2026
7Daniel CarterProduct Launch16$140$2,240August 2026
8Emma WilsonProduct Launch24$120$2,880August 2026
9Daniel CarterProduct Launch12$140$1,680August 2026

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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.