Board Level from A-Z

Create a document that includes the information of a whole board in a table view.

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.

Unsure if you need an item- or board-level document? See Item Level vs. Board Level.

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:

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.

• Predefined templates (e.g. a ready-made Project Report) → Use a predefined template.

• 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 — 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.

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}}.

Composition of your items row: {{TableStart:Items}} {{Name}} {{Column Title}} … {{TableEnd:Items}}

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 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 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

• Filter items, including advanced filtering → Board Level Filter

• Pull items from another board via its Board-ID → Items from other Boards

• Dynamic tables that adapt their columns → Dynamic Tables

• Charts & graphs from your board data → Charts

2. Upload your .docx template to DocExport

1. Open the DocExport view in your board.

2. Click Upload template and select your .docx file.

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 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.

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.

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.

You can also trigger generation from monday's automation center using the DocExport action block (e.g. when a status changes).

Related

• Board Print — generate a report with no template at all

• Board Level Filter — advanced filtering and sorting

• Subitem Table — include a table of subitems (e.g. nested project reports)