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Reporting in monday.com
#7.mondayon

Welcome!
Are you looking to start building reports in monday.com?
In this webinar series, we deep-dive into how to build effective reports as
part of your workflows in monday.com!
We start by understanding the importance of reporting, how to define your
reporting needs before taking a tour of the reporting building blocks
available in monday.com.
We then dive into popular metrics for measuring a project or process
workflow, illustrated by a use case for reporting on a single board followed
by reporting using data from multiple boards.
Start the lesson to watch the first video in the wehinar series!
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Reporting in monday.com
Reporting in monday.com
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Reporting in monday.com
= Introduction to the webinar series
= Whatisreporting & why is it important?
= Reporting building blocks
= Single board reporting - use case
= Single board report - building the board
= Single board reporting - report building
= Single board reporting - report building continued
= Multi-board reporting - use case
= Multi-board reporting - Dashboard deep-dive
= Multi-board reporting - conclusion
— Feedback form
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Repor.l.ing in Lesson 2 of 11
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= Reporting building blocks
= Single board reporting - use case
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= Single board reporting - report

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Reporting in monday.com
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Reporting in
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important? Press continue to watch the next video in the series.
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= Single board report - building the

board
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— Introduction to the webinar )
series
Watch the video below for an introduction on what this webinar series covers.
= Whatisreporting & why is it
important?
= Reporting building blocks
= Single board reporting - use case
= Single board report - building the
board
= Single board reporting - report
building
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In this webinar series, we deep-dive into how to build effective reports as
part of your workflows in monday.coml! (' Duration
50 mins
We start by understanding the importance of reporting, how to define your
reporting needs before taking a tour of the reporting building blocks = Level
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No prior experience is required for the core builder certification. The advanced builder certification is intended for those with
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(React is recommended). Experience with graphQL helps but is not mandatory.

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e o s o
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improving your use of monday.com! improving your use of monday.com!
- Webinar - Webinar - Webinar
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Welcome to the monday academy! This is the place to explore a variety of courses and

webinars to level up your monday.com skills. You'll find everything from how to build

workflows or work within your feam's account to how to become a monday.com admin

and so much more.

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monday.com, how to build your first improving your workflows. knowledge to become the slickest monday monday dev, monday marketer and
workflow, work with your team’s boards apps developer around. monday projects.
and more.
|7. monday | he|p center Learning resources ~ Community Contact Support Contact sales
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In this webinar series, we deep-dive into how to build Check out the latest releases from September 2022 to keep Check out the latest releases from September 2022 to keep
effective reports as part of your workflows in monday.com! improving your use of monday.com! improving your use of monday.com!
- Webinar - Webinar - Webinar
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in value due to increased team productivity
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What can we help you with?
What is monday.com?
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Getting Started & 3 min read Ocuide
What is monday.com?
Your workflows your way Welcome to monday.com - the Work OS that provides you with all of the no-code building
Meet the monday.com blocks so you can shape your workflows, your way. Here, you can run every aspect of your
building blocks work by layering industry-specific products on top of the Work OS. Combine building blocks,
Streamlined work for like apps and integrations, to customize anything you need to improve the way your business
maximum productivity runs. Let's take a look at what makes monday.com Work OS so unique.
Easy collaboration and
communication
Your workflows your way
Was this article helpful?
monday.com offers 5 end-to-end products to choose from to run the core of your
@ @ business. Our products are dedicated solutions built on top of our Work OS and designed
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Ask us anything!
Getting Started
What is monday.com? v What are the building blocks?
Your workflows your way . Boards - a collaborative workspace where you can categorize information
® Moot th q using columns, items, and groups
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building blocks . Dashboards - connect several boards to get a high-level report using
widgets
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« Apps - the apps marketplace features ready-made apps to expand
maximum productivity
monday.com's capabilities even further
Easy collaboration and « Integrations - Integrate external platforms seamlessly into your
communication monday.com workflow
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Was this article helpful? data
. Aufomations - eliminate manual actions with a smooth automated
@ @ workflow
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collaborate
Streamlined work for maximum productivity
Centralize all of your apps, processes, tools, and files into one Work OS so you can get all
your work done in only one place. Save time on meetings, emails, and updating various
stakeholders across the company or externally by having one accessible source of truth.
Here are some of the ways to make this approach a reality for your team:
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Intro to monday.com
Ask us anything!
Getting Started
Release notes 2023 What is monday.com?
> Intro to monday.com
> Getting Started
> Create your first board Glossary Does monday.com have a desktop app?
> The basics of columns
> Workspace and Organisation
Is there an iPhone, iPad, tablet and/or
S Roles and Permissions Android mobile app? / How does monday.com compare?
> Communicate and Collaborate
> Working with external users
Release notes 2021 Release notes 2022
Using monday
Profile and Admin
Billing
Mobile app Knowledge
Troubleshooting
Use Cases
WorkOS Products
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Ask us anything!
. > What are the building blocks?
Getting Started
What is monday.com?
Your workflows your way
® Meet the monday.com Streamlined work for maximum productivity
building blocks
Centralize all of your apps, processes, tools, and files info one Work OS so you can get all
Streamlined work for . . . . . .
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maximum productivity
stakeholders across the company or externally by having one accessible source of truth.
Easy collaboration and Here are some of the ways to make this approach a reality for your team:
communication
Was this article helpful? . Integrations
@ @ You can choose from over 40 platforms to integrate seamlessly in your monday.com
workflows. From automated actions to viewing real-time data from external platforms
right within monday.com, our integrations will help you focus your work right where you
need it. Read this arficle to learn more about our integrations and to see which ones are
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collaborate using individual elements connected to your work within monday.com.
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building blocks
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Was this article helpful? If you have any questions, please reach out to our team right here. We're available 24/7
@ @ and happy to help.
Kayla Kaplan - Quality check Monday at 02:27 @ N/
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The basics of a board The Board Filters
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All Rights Reserved © monday.com Product About Us Remote Work Guides
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What is monday.com?
Ask us anything!
Getting Started & 3 min read Dcuide
What is monday.com?
Your workflows your way Welcome to monday.com - the Work OS that provides you with all of the no-code building
Meet the monday.com blocks so you can shape your workflows, your way. Here, you can run every aspect of your
building blocks work by layering industry-specific products on top of the Work OS. Combine building blocks,
Streamlined work for like apps and integrations, to customize anything you need to improve the way your business
maximum productivity runs. Let's take a look at what makes monday.com Work OS so unique.
Easy collaboration and
communication
Your workflows your way
Was this article helpful?
monday.com offers 5 end-to-end products to choose from to run the core of your
@ @ business. Our products are dedicated solutions built on top of our Work OS and designed
to answer the needs of specific industries and verticals. You can add as many products to
your account as you need so your team can manage anything and everything in one
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mondaYcom ’\ Online
monday.com
Kick start your 2023 with an overview
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sales CRM.
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Sales CRM monday.com Online
Masterclass
Online  Sales and CRM

© ANZ () English
Kick start your 2023 with an overview of our intuitive and powerful monday sales CRM.
In this workshop you'll learn tips and best practices to:
+ Tailor your CRM that works for you with no development help
|47 mondaycom Products v Teams v  Platform v Resources v Pricing Contactsales Login
Kick start your 2023 with an overview
of our intuitive and powerful monday
sales CRM.
[

Sales CRIM monday.com Online
January 24,2023 | 1:00 pm AEDT
© ANZ () English
Kick start your 2023 with an overview of our intuitive and powerful monday sales CRM.
In this workshop you'll learn tips and best practices to:
+ Tailor your CRM that works for you with no development help
- Centralise client communication to save time and collaborate with the team
- Automate sales processes and reduce repetitive work
- Get instant views of the entire sales cycle of every deal
The online masterclass is designed for users who are of Basic to Advanced level and are familiar with monday.com. Take
advantage of this intimate workshop to participate and ask as many questions as possible.
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monday.com monday.com and NetSuite integration Azure DevOps integration Masterclass
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Sales CRM Introducing Netsuite X Introducing Azure On Demand:
monday.com Online monday.com DevOps x monday.com monday.com Marketer
Masterclass integration integration Masterclass
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overview of our intuitive and monday.com to NetSuite to simplify to Azure DevOps to keep teams efficiencies and impact by bringing
powerful monday sales CRM. In thi... processes across your business a... synced across platforms and easil... all your marketing initiatives...
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Monetization

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e We prompt users for payment.

e We implement and manage trial periods.

e We provide payment and usage reports.
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Monetize your app natively to have access to exclusive benefits
that will help more users see and download your app.
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Boosted discoverability Design & content reviews Priority review process
Your app will have the chance to be Expert design and content professionals will After you submit your app, your app will be
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More earning. Less headache.
Reduce payment friction Catch big fish Save time and effort
Ditch the 3rd parties so your users will have Big companies can setup and pay with Implementation, maintenance, and
a great experience with a smooth payment ease — all without opening a new vendor taxation handling is on us. Average native
process. A stronger UX means increased account. They save time and effort, you monetization implementation time is 2-3
conversions. onboard top customers. days.
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5. Start earning
Get started >


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Your experience doesn'’t
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Meet the Argentine

Red Cross
A national Red Cross exists in nearly every country in the world. Each entity operates
according to the principles of international humanitarian law and the statutes of the
international movement.
The Argentine Red Cross, headquartered in Buenos Aires, operates throughout
Argentina with 66 divisions and nearly 10,000 volunteers. Cristian Bolado, National
Director of Organizational Development and Support to Governing Bodies, is one of
many in charge of providing disaster relief and humanitarian field support.
“The Red Cross does not represent or respond to any government agency. The Red
Cross is neutral, impartial, and independent, that means that we make our own
decisions, but we do so in coordination with the different levels of the State,” says
Christian.

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simultaneously to manage our inventory took a lot of precious time away from us. So
now, being able to monitor everything from wherever we are is a real game-changer,”
says Christian.

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respond to the COVID-19 crisis COVID-19 center to fight COVID-19
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County used monday.com to critical health services during a synchronized and efficient control
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Read story > Read story > Read story >
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API documentation

screenElements:
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screenKeywords:
INTRODUCTION These features let users visualize and manage data from their boards in a number of ways like charts, custom tables,
and Kanban views, just to name a few. TABLE OF CONTENTS
What is a monday app?
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FAQs Each feature can display and manage monday.com datq, but lives in a different context: Who can build apps?
Who can use your monday
Get Help e Board views are connected to a single monday.com board apps?
Feedback ¢ Dashboard widgets are connected to multiple boards Building views and widgets
Planned changes e |tem views are connected to a single item on a board Board view
. Item view
Board view
PLANNING YOUR APP Custom objects
Planning your app Account settings view
> Team Tasks lastseen & Invite  Board Power-Ups | +:
Choosing an authentication method A Doc actions
Creating and updating apps Example appview  + Add view aintegote G2 @ Avtomate /2 ~ Dashboard widget
Monetization e Q search Y Fiter I Sot @ Person & @ 1= 2 Building integration recipes
OAuth and Permissions A Integration feature
Integration recipes
Example apps
Finding you app's features
BUILDING YOUR APP Start building
Integrations
Views and widgets
Workspace templates The Board View of your app will appear here
Doc actions for workdocs
Software development kit (SDK)
User onboarding
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Useful concepts
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Best practices 5
PREPARING FOR THE MARKETPLACE O
App listing guidelines
App review checklist ltem view
Submit to the app marketplace x
Sharing your apps with customers > Team Tasks
, . Refine objectives
Example app view + Add view
|= TABLE OF CONTENTS
INTRODUCTION
Who can build apps?
What i d ? &
CHIDC LI = el f Who can use your monday
FAQs S apps?
Get Help B Building views and widgets
Feedback 2 (4\\ Board view
Planned changes Item view
R Custom objects
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PLANNING YOUR APP Account settings view
Planning your app All you need is a monday account to start building your first app! Doc actions
Choosing an authentication method If you do not already have a monday.com account, sign up for a free developer account here. Once you have an Dashboard widget
Creating and updating apps account, navigate to your Avatar menu and then pick the developers section. Building integration recipes
M . Integration feature
onefization Learn more about how to create and manage your apps here.
Int ti i
OAuth and Permissions niegration recipes
. | Build your first dashboard widget or board view by following our views and widgets Quickstart Guide. Finding you app's features
xample apps
Build your first integration recipe by following our integrations Quickstart Guide. Start building
BUILDING YOUR APP
> Integrations i Do you have quesﬁons?
» Views and widgets Join our developer community! You can share your questions and learn from fellow users and monday.com
Workspace templates product experts.
> Doc actians for workdocs Don't forget to search before opening a new topic!
> Software development kit (SDK)
> User onboarding
> Useful concepts ® Updated about 1 month ago
> Best practices
FAQs -
PREPARING FOR THE MARKETPLACE
App listing guidelines
> App review chacklist Did this page help you? ¢ Yes GP No
Submit to the app marketplace
Sharing your apps with customers
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[ Guides <0 Changelog Search 8K
INTRODUCTION =) .
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Wbt s mondey ap? What is a monday app?
FAQs Learn all about monday apps.
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monday.com is a work OS that powers teams to run processes, projects and everyday work their way. This is how
? Best practices monday.com enables teams and organizations to build tailor-made solutions to manage their workflows. The options
are infinite when you use the platform's building block features like — board views, dashboard widgets, integrations
PREPARING FOR THE MARKETPLACE automations, and more.
App listing guidelines The monday apps framework allows developers to build new types of building blocks on top of monday.com.
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Showing access tokens

pageType: Application Application Application

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& Back to workspace 82 MyApps Help v Developer v 497, ,O
My Access Tokens
API Playground H H
bscription plans
API Documentation Learn more
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+ + Example Apps bscription API.
Design System
My Apps
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by You
Get creative and build something awesome
Use the monday apps platform to build custom features for your monday account. Visualize your boards, integrate with
other services, automate your workflows and create tailor-made solutions for you and your team.
Create App
Cannot find the app you're looking for?
Ask the app owners to add you as a collaborator
|& Back to workspace 88 MyApps Help v  Developer v 9. ’O
My Tokens
This GraphQL API token is personal to you, and grant access to every query/mutation you're allowed
to perform in your account. Use it when start building your app to get started quickly even before
oauth is implemented on your side.
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@® Note: Please keep this token secret. Store it only in a secure location.
|& Back to workspace 88 MyApps Help v  Developer v 9. ,O
My Tokens
This GraphQL API token is personal to you, and grant access to every query/mutation you're allowed
to perform in your account. Use it when start building your app to get started quickly even before
oauth is implemented on your side.
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@® Note: Please keep this token secret. Store it only in a secure location.


Developer hub

pagePatterns:
API Docs & Developers Page
API Docs & Developers Page

screenKeywords:
VI mondqycom Products v Teams v Platform v Resources v Pricing Login
app deve|oper Overview Developer hub Building blocks App ideas Monetization

All of the information and tools developers need to start building apps Design guidelines, component documentation, and resources for

for the monday.com app marketplace. building apps with monday.com'’s design system.

Learn more > Learn more >

'
Questions?
A\
|47 mondqycom Products v Teams v Platform v Resources v Pricing
app deve|oper Overview Developer hub Building blocks App ideas Monetization
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New release: build apps for monday.com workdocs
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|VD mondqy | app developer Developer hub  Building blocks ~ Appideas Monetization Pricing  Log in

Enables developers to programmatically access and update data A toolset for developers to build features and solutions

inside a monday.com account. on top of the monday.com Work OS platform.

Learn more > Learn more >

®
t °
. °
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Developers can find all of the apps currently live in the monday.com A forum for developers to ask questions and have discussions with

app marketplace. each other about monday.com app development.

Learn more > Learn more > N4


Changelog

screenElements:
Pagination
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pagePatterns:
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screenKeywords:
documentation to learn more about app versioning!
New SDK method: Open app feature integrations
Posted by Rachel Flynn about 1 month ago
We recently added the openAppFeatureIntegrations SDK method that enables you to open a modal with integrations. You can
find the required parameters and a code sample in our documentation!
Workdocs app feature now available
Posted by Dipro Bhowmik about 1 month ago
We're excited to announce our next big milestone - apps in workdocs!

Pl M n H
New feature: "Installed outside the marketplace" section
Posted by Rachel Flynn about 2 months ago
We recently added the Installed outside the marketplace section to the Installed apps page in the marketplace. This section will
contain any apps developed on your account and apps that were installed but not necessarily developed on your account (like
apps shared with you).
New feature: App card labels
Posted by Rachel Flynn about 2 months ago
We recently released app card labels to highlight high-performing and successful apps in the marketplace!

10f5 >
|#7.mondaydevelopers APIDocs  Community  API Playground Log In
[J Guides <D Changelog Search 3K
Apps Framework Changelog
You can track any changes in the framework by subscribing to the apps framework changelog RSS feed using your application of choice (Slack, Outlook, Chrome extension, etc.).

Looking for updates to the API instead? Check out our API changelog.

Action required: Sandboxing for all iframes!
Posted by Rachel Flynn 6 days ago
Starting Thursday, March 30th, 2023, we will implement sandboxing for all apps running in iframes (view apps)!
New feature: Integration error handling
Posted by Rachel Flynn 12 days ago
We recently released the integration error handling mechanism that enables you to display descriptive errors when custom
integrations fail. Our framework supports two different methods to communicate errors: severity codes and HTTP status codes.
Check out our error handling doc to learn more about this new feature!

n H n
New "location" SDK methods
Posted by Rachel Flynn 27 days ago
We recently added new get, set, and listen methods to the SDK called location . You can use these new methods to help improve
routing and navigation inside your app. The monday.get("location") and monday.listen("location") methods can show you
the URL location inside an app, and the monday.set("location") method can help you set the query params in the URL.
P o LY I B | S ol n Y 74
|#7.mondaydevelopers APIDocs  Community  API Playground Log In
[ Guides <0 Changelog Search 8K
INTRODUCTION =) .
H = dits
b} [Z Suggest E
Wbt s mondey ap? What is a monday app?
FAQs Learn all about monday apps.
Get Help
Feedback 7
Planned changes 0 P = TABLE OF CONTENTS
Q) monday Apps .
— s \Watchiliater Share Who can build apps?
PLANNING YOUR APP i i i - . E §"‘°"" i i .
- 5 . Who can use your monday
. “leaee € collaboration
Planning your app —— apps?
s salest@@m
Choosing an authentication method $ logo development skills Building views and widgets
Creating and updating apps Board view
OAuth and Permissions ' Q Custom objects
Example apps - '30) / ’ D S O Account settings view
% Awesoma, . P Doc actions
o e h
BUILDING YOUR APP o — Dashboard widget
> Integrations . ¢ 9 Building integration recipes
> Views and widgets New York Integration feature
4 & Int ti i
Workspace templates O i B i ntegration recipes
25620 0 nimin Finding you app's features
> Doc actions for workdocs —— i o
© famiyme £x Sy ) Start building
> Software development kit (SDK)
] Watch on @3 VYouTube
> User onboarding
> Useful concepts
monday.com is a work OS that powers teams to run processes, projects and everyday work their way. This is how
? Best practices monday.com enables teams and organizations to build tailor-made solutions to manage their workflows. The options
are infinite when you use the platform's building block features like — board views, dashboard widgets, integrations
PREPARING FOR THE MARKETPLACE automations, and more.
App listing guidelines The monday apps framework allows developers to build new types of building blocks on top of monday.com.
S Amm ravsias ~hacblet