> For the complete documentation index, see [llms.txt](https://help.docexport.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.docexport.com/getting-started/board-level-template.md). # Board Level from A-Z This guide walks you through the full journey of a **board-level document** — a report or table covering many items at once, such as a project report, timesheet or product list. A **Board Level** document outputs the **whole board** (or filtered items) as a **table**. {% hint style="info" %} Unsure if you need an item- or board-level document? See [Item Level vs. Board Level](/getting-started/item-vs-board-level.md). {% endhint %} Prefer to watch first? Here's the full walkthrough. Using one example - a report combining **items and subitems** - it explains the board-level logic and walks through **all available options**: {% embed url="" %} ### Pick your route There are three ways to produce a board-level document — pick the one that fits: * **Board Print (no template) -** Just select **Board Print** right inside DocExport, pick your grouping and columns, and you instantly get a clean, board-style snapshot of your data → Full guide: [Board Print](/getting-started/board-level-template/board-print.md). * **Predefined templates** (e.g. a ready-made Project Report) → [Use a predefined template](/getting-started/predefined-template.md). * **Your own template** — full design control with merge tables. Follow the steps below. ↓ ### 1. Create your template (.docx) Create your own template from scratch, or [customize an existing business document](https://youtu.be/mjM33dXW1os?si=JpuU3AVMlYOyFKin) — in **Microsoft Word (.docx)** format. #### Add general placeholders For board- or user-level data, add a placeholder within double curly braces: `{{User.name}}` – name of the monday user\ `{{Board.name}}` – name of the monday board Browse them all in the [Placeholder Directory](/template/placeholder-directory.md). #### Create the items table To display the data from your board, insert a table with **two rows** — one for the headings and one for the items. The items row replicates automatically for every item in your document. * Add `{{TableStart:Items}}` to the **first cell** of the items row. * Add `{{TableEnd:Items}}` to the **last cell** of that row. * Between them, add a placeholder for each column you want to show: `{{ColumnTitle}}` (the exact column name in double curly braces). For the item's name, use `{{Name}}`. {% hint style="info" %} Composition of your items row: **`{{TableStart:Items}}`** `{{Name}}` `{{Column Title}}` … **`{{TableEnd:Items}}`** {% endhint %}
#### Group your items (optional) By default, all items are listed one after another, **not** grouped like on your board.

Board Level Template - ungrouped

To keep your monday.com groups, wrap the **whole table** between the placeholders: `{{TableStart:Groups}}` and `{{TableEnd:Groups}}` You can also [group by **any status or people column**](https://youtu.be/TdBTKctKgMg?si=RBQU1NjLs6qB_cME\&t=504) instead of your board groups by changing the placeholder to "`GroupBy`" and add the name of the specific column. if you want to group by 'Status', it would be: `{{TableStart:GroupByStatus}}` and `{{TableEnd:GroupByStatus}}`

Board Level Template - grouped

#### Add subitems to your table (optional) You can nest a **subitem table inside the items loop** to list each item's subitems beneath it — perfect for project reports or invoices with line items. Place a `{{TableStart:SubItems}}` … `{{TableEnd:SubItems}}` loop **inside** the `{{TableStart:Items}}` … `{{TableEnd:Items}}` loop. See [Subitem Table](/template/subitem-table.md) for the full how-to. #### Go further with your table The same table logic supports a lot more. Reach for these when you need them: * **Sort items** the way you want → [Sort by](/template/sort-by.md) * **Filter items**, including advanced filtering → [Board Level Filter](/template/board-level-filter.md) * **Pull items from another board** via its Board-ID → [Items from other Boards](/template/items-from-other-boards.md) * **Dynamic tables** that adapt their columns → [Dynamic Tables](/features/dynamic-tables.md) * **Charts & graphs** from your board data → [Charts](/template/charts.md) ### 2. Upload your .docx template to DocExport 1. Open the **DocExport** view in your board. 2. Click **Upload template** and select your `.docx` file. ![](/files/hbSWnyLE87UuWhs0cJ0T)![](/files/TriFB0U2WkuQzPrjMbn4) ### 3. Generate & download your PDF 1. DocExport creates a real-time preview containing all your items. 2. Need only specific items? Apply a [board filter](/template/board-level-filter.md) to narrow the report down. 3. When you're happy with the result, click **Download** in the top right corner to save your PDF.
If you want to adjust the design (colors, fonts, logo), click **Customize template** to download or re-upload the Word file. See [Branding & design](/template/branding-and-design.md). ![](/files/XZysrT1zv0Yyr0L7cKZP) ### 4. Set up Actions: what happens with the PDF Click **Actions/Automations** in the top right corner of the preview to decide what should happen with the report: * **Save to a file column** – store the PDF on your board. * **Send via email** – to yourself, to addresses from a People/Email column, or to fixed addresses. Learn more in [Actions](/features/actions.md).
### 5. Automate the generation Board reports are often most useful on a schedule. Save your template and actions as a **recipe** and have it run automatically — e.g. a report emailed **every Monday** or on the 1st of each month. See [Automations](/features/automations.md). You can also trigger generation from monday's automation center using the DocExport action block (e.g. when a status changes). ### Related * [Board Print](/getting-started/board-level-template/board-print.md) — generate a report with no template at all * [Board Level Filter](/template/board-level-filter.md) — advanced filtering and sorting * [Subitem Table](/template/subitem-table.md) — include a table of subitems (e.g. nested project reports)