Board Print
The Board Print is the fastest way to create a board-level document - no template needed. DocExport turns your board view into a tabular report automatically: grouped and filtered to your criteria, including all your data, items and status colors.
A typical example: "all tasks that are overdue, grouped by status."
Get started using the Board Print
You decide exactly which items end up in the board print by combining grouping and filtering. A few examples:
All tasks that are overdue, grouped by status
All items due next week whose status is not "In Progress"
All tasks created last month whose status changed to "Stuck"
The sum of deals, grouped by status
…and many more.
How to use the Board Print
Open the DocExport view and select Board Print from the Select template dropdown. (It's usually shown first by default.)
Group your items. Choose how the report should be grouped - by your monday.com groups, or by any status or people column on your board.
Choose your columns. Tick the columns you want to include in the table. For the best-looking result, pick up to 10 columns.
(Optinal) Filter your board. Use monday.com's native filter inside the DocExport view to narrow the report down to exactly the items you need, then apply it. See Board Level Filter for more options.
Preview & download. DocExport builds a real-time preview of your report. When you're happy with it, click Download in the top right corner to save it as a PDF.
Distribute & automate
Right from the preview, click Actions/Automations to do more than just download:
Actions - send the report by email or save it to a file column. See Actions.
Automations - generate the report on a schedule, e.g. a daily, weekly or monthly report. See Automations.
Customize the design
Board Print already picks up your board's colors and looks. If you want to go further - change fonts, spacing, add a logo or footer - click Customize template in the top right corner of the preview to download the report as a Word file and adapt it. See Branding & design for all options.
Related
Board Level Filter — advanced filtering and sorting
Charts — add charts and graphs to your report
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