Sort by

Choose how your items are ordered in your exported documents. With DocExport, you can either use monday.com’s native sorting or define your own fixed sorting logic using our Dynamic Table feature.

Option 1: Use monday.com´s native sorting

If your sorting order always stays the same, you can simply use monday.com´s built-in sorting options. Option 1 is perfect if your sorting in monday.com doesn’t change often and you want your exports to always follow your live board view.

If you want to use a specific sorting order that’s independent from the current sorting in your board, you’ll need to use Option 2.

Option 2 is also recommended if you want to combine sorting, filtering and/or grouping in more complex ways, or if you’d like to apply sorting as part of an automation.

Due to limitations in monday.com’s app framework, sorting, filtering, and grouping together aren’t natively supported. That’s why we’ve built our own solution which lets you define fully custom sorting and filtering logic directly inside your template.

1. Open your monday.com board Go to the board view of the board that contains the items you want to export.

2. Sort your items Use monday.com´s built-in sorting options to arrange your items in the desired order (e.g. by date, priority, status or manually). Learn more about sorting items in monday.com: How to sort columns and items

3. Open the DocExport view Once sorted, open the DocExport view in the board. The sorting you apply in your board will automatically appear in the DocExport preview.

4. Export your document When you create a document (via the 'Board Print' or any template), the current board sorting is always used.

Option 2: Use DocExport’s Dynamic Table feature for sorting

If you need a fixed sorting order that stays the same regardless of how your monday board is currently sorted, you can use our Dynamic Table feature.

With Dynamic Tables, you can define custom sorting logic — for example, always sort by a specific date column — and this sorting will remain consistent, even if someone changes the board view order in monday.com.

The 'Sorty by' Feature lets you sort your items by order of the board or other columns you use.

Learn how to create a Dynamic Table and add sorting logic to your template here.

Combine sorting with filters

You can still use filters together with either sorting option.

Option 1: Apply a board filter to your view and check on 'apply board filter' in DocExport. You will get a live preview of your sorted and filtered document, that you can download as a PDF or Word file.

Learn more about applying board filters here.

Option 2: You can combine sorting with filters directly via the 'Dynamic table' feature. All settings will be saved in the table template that is created for you. This way you can easily combine Grouping, Filtering and Sorting and implement it into your template. If you are still missing something, you can check out even more advanced filtering options.

Important: Mirror columns, Formula columns and Subitems are not supported in board-level filtering.