Introduction to reporting | monday.com webinars

In this webinar, you can expect to learn about:
- Board level reporting using Chart views, saved filters and the formula column.
- Search Everything to pull up relevant information across boards.
- An introduction to dashboard reporting
- Popular reporting widgets including: battery, calendar, timeline, tables, numbers and time tracking.
For accessibility purposes, you have the option to turn on subtitles from the CC button on the bottom toolbar of the video.
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[@angelclarke1942]

Thank you very informative, learned a lot.

[@mondaydotcom]

So glad you found this helpful! We'll be sure to pass on your feedback to our team 😊

[@roshnifurtal2644]

Hi nice video I am following you from India

[@mondaydotcom]

Hi Roshni! We're so glad you liked the video 😊

[@edupalsa9481]

are you able to track the lifespan of each lead? Can that be done under the standard plan

[@mondaydotcom]

Hey there! Great quesiton. We'd love to hear more about your workflow. Please send us an email to [e-mail]!

[@mohammadayaz4391]

thank you flowing you from afghanistan

[@mondaydotcom]

We are glad you enjoyed this webinar, Mohammad! It is incredible to see so many users from all over the world tune in. Thanks for watching. 🙃

[@tonyiannuzzi9249]

Is it possible to create a dashboard widget (like a calendar) that tracks across all boards without having to add each board manually?

[@mondaydotcom]

Great question! As of right now, you will need to add the boards manually to the dashboard. The good news is you only have to add them to the dashboard once. Then, any widget created in that dashboard will have all the boards in it by default! I hope this makes sense and helps!

[@tonyiannuzzi9249]

@@mondaydotcom Thanks for the reply! So every time you add a new board (say for a new project) you will have to go back into your dashboard and add that board? Is there anyway to set up a global dashboard to see everything happening across your organization? For things like calendars, workload, time tracking etc ..

[@mondaydotcom]

Yes, you will need to add that board manually. As of right now, there is no global dashboard. Keep in mind the number of boards per dashboard depends on your plan. I understand how useful this could be and will certainly pass along the feedback!

[@dc3811]

is it possible to create PDF Reports?

[@mondaydotcom]

An Excel export might be an option for you! Learn more here: bit.ly/3FGZsIz

[@mondaydotcom]

Send us an email over to [e-mail], as we'd love to hear more about your workflow!

[@dc3811]

@@mondaydotcom Thank you for your fast reply and support

[@JessicaNewton1023]

😁

[@mondaydotcom]

🤩