Get started
- Install Board to PDF & Excel Reports from the monday.com marketplace (account admins install apps).
- On a board, click + Add view → Apps → Board to PDF & Excel Reports.
- Click Connect monday once, so the app can read the board and attach report files.
Build a report
- Groups and columns: pick what goes in; the order follows the board.
- Filter: one column and a condition (is, is not, contains, empty, not empty).
- Layout: subitems as indented rows, totals for number columns, one section (Excel: one sheet) per group, landscape.
- Preview PDF shows the report before anything is saved or sent.
Download or send
Download the PDF or the Excel file, or send them to an item’s Files column (tip: make a “Reports” item to collect them).
Saved reports and schedules
Save the settings as a report, then add a schedule: daily, weekly or monthly at a time in your time zone. Each run sends the files to the item and Files column you chose.
Automation
In monday, open Automate and add “When a status changes, create a report with Board to PDF & Excel Reports”. The report is attached to the item that triggered it.
Plans
Free covers a few reports a month as PDF. Paid plans add Excel, schedules, a logo and more reports; billing runs through monday.com.
Roles & permissions
Viewers and guests can preview; creating, sending and scheduling need edit access. Board to PDF & Excel Reports reads only boards the person using it can open.
Questions? contact@crimsonfern.com · we reply within 2 business days.