Reporting in monday.com: Ch 3 - Reporting building blocks | monday.com webinars

Summary

This tutorial delves into the reporting features of Monday.com, guiding users through creating reports with dashboards. It explains how to add a dashboard to a single board or create a new one for multiple boards, emphasizing the use of widgets like the battery, chart, Gantt, calendar, time tracking, map, and table widgets to visualize data effectively. The video clarifies that reporting is based on track data, not board activities, and sets the stage for exploring single-board data reporting in the next chapter.

Takeaways

• 📚 The video assumes viewers have basic experience with Monday.com and are familiar with its board components like groups, items, columns, and sub-items.
• 🔍 To create a report, one should use a dashboard, which can be either added to a single board or created separately for multiple boards.
• 📊 For a single board report, add the dashboard view by clicking the plus button next to the main table and selecting 'dashboard'.
• 📈 To report on data from multiple boards, create a new dashboard and select the boards from which to pull data.
• 📝 Dashboards use widgets to visualize data and display various metrics, with common widgets including the battery, chart, Gantt, calendar, time tracking, map, and table widgets.
• 🛠️ Widgets can be customized and added by clicking 'add widget' and exploring the widget center for more options.
• 🗓️ The Gantt widget is particularly useful for understanding project timelines, milestones, and dependencies.
• ⏱️ The time tracking widget helps to visualize the total time spent on a task, providing insights into resource allocation.
• 🗺️ The map widget is beneficial for showing multiple locations and their relationships, useful for projects with geographical components.
• 📋 The table widget can display a version of the board with specific filters applied, offering a tailored view of the data.
• 📝 Reporting on Monday.com is based on track data within the boards and not on board activities, such as time spent in a particular status or file download counts.

Q & A

What is the main topic of this video script?

The main topic of this video script is how to use the reporting features within Monday.com, including creating reports from a single board or multiple boards using dashboards and widgets.

What is assumed about the viewer's experience with Monday.com before watching this video?

It is assumed that the viewer already has some experience working with Monday.com and is aware of the basic building blocks of a board, such as groups, items, columns, and sub-items.

How can a user add a dashboard view to a single board in Monday.com?

To add a dashboard view to a single board, a user would click on the plus button next to the main table and select 'dashboard' from the options.

What is the purpose of a dashboard in Monday.com?

A dashboard in Monday.com is used to visualize data and show different sorts of metrics through widgets, pulling its data from the specific board it is associated with.

How can a user create a report using data from multiple boards?

To create a report using data from multiple boards, a user should add a new dashboard separate from the boards, then select the boards they need to pull data from.

What is the difference between a dashboard view and a separate dashboard in Monday.com?

A dashboard view is added to a single board and pulls data from that board, while a separate dashboard can pull data from multiple selected boards to create reports.

What are some common widgets used for creating reports in Monday.com?

Some common widgets include the battery widget for showing task status splits, the chart widget for displaying metrics in graph or chart format, the Gantt widget for project timelines, the calendar widget for dates, the time tracking widget for time spent on tasks, the map widget for showing locations, and the table widget for displaying a version of the board with specific filters.

How can users access more widgets for their dashboard in Monday.com?

Users can access more widgets by clicking 'add widget' and then viewing the additional options available in the widget center.

What is the limitation of reporting in Monday.com in terms of data it is based on?

Reporting in Monday.com is based on track data inside the boards and not on the activity in the board, meaning it cannot report on time spent in a particular label or the number of times a file was downloaded.

What feature of Monday.com allows users to make changes directly from the dashboard?

The dashboard in Monday.com allows users to make changes directly, providing an interactive way to manipulate the data and its visualization.

What will be the focus of the next chapter in the video series?

The next chapter will focus on a use case for reporting on data within a single board in Monday.com.

Outlines

00:00

📊 Introduction to Reporting in Monday.com

This paragraph introduces the topic of reporting features within Monday.com, assuming the viewer has basic familiarity with the platform. It explains the importance of understanding the board's building blocks such as groups, items, columns, and sub-items. For beginners, resources like the basic demo on the Monday.com webinars page are recommended. The paragraph also outlines two methods for creating reports: one for a single board using the dashboard view, and another for multiple boards by creating a new dashboard and selecting the necessary boards for data aggregation.

Keywords

💡Monday.com

Monday.com is a work operating system that simplifies how organizations work. In the context of the video, it is the platform where users can create boards, manage tasks, and generate reports. The script mentions it as the central tool for building reports and utilizing dashboards.

💡Reporting

Reporting in this video refers to the process of creating visual representations of data for analysis and decision-making. It is a core concept as the video is focused on showing how to generate reports within Monday.com using dashboards and widgets.

💡Dashboard

A dashboard in the video is a feature within Monday.com that consolidates data visualizations into one place. It is used for creating reports by pulling data from either a single board or multiple boards, as explained in the script.

💡Widgets

Widgets are tools within a dashboard that display data in various formats. They are essential for visualizing metrics and are used to create reports in Monday.com, as the script describes various types of widgets like the battery, chart, Gantt, calendar, time tracking, map, and table widgets.

💡Board

A board in Monday.com is a project management tool that organizes tasks and information into columns and rows. The script mentions boards as the source of data for reports when using dashboards.

💡Groups

Groups in the script refer to a component of a board in Monday.com, which helps categorize and organize items within a board. They are part of the building blocks that make up a board, as mentioned in the introduction of the video.

💡Items

Items are individual tasks or elements within a board in Monday.com. They are the basic units that can be organized into groups and columns, and their data is used to populate reports.

💡Columns

Columns in the script are part of the board structure in Monday.com, used to categorize items. They are essential for organizing data that will be reported on through dashboards.

💡Sub-items

Sub-items are a hierarchical level below items within a board in Monday.com, allowing for further organization and detail. They are mentioned as part of the board's building blocks that contribute to the data used in reports.

💡Track Data

Track data in the video refers to the specific type of data used for reporting in Monday.com. It is the information that tracks the status and progress of items on a board, which is different from activity data, as clarified in the script.

💡Activity

Activity in the context of the script refers to the historical actions or changes within a board, such as updates or downloads. The video points out that reporting in Monday.com is not based on activity data but on track data.

Highlights

Introduction to the reporting features in Monday.com for experienced users.

Assumption of prior knowledge of Monday.com's board building blocks such as groups, items, columns, and sub-items.

Recommendation to check out Monday.com's getting started resources for new users.

Explanation of how to build a report using a dashboard with data from a single board.

Step-by-step guide on adding a dashboard view to a single board for reporting.

Differentiating between creating a report from a single board versus multiple boards.

Instructions on adding a new dashboard separate from boards for multi-board reporting.

Process of selecting boards to pull data from for comprehensive reporting.

Importance of widgets in visualizing data and metrics on the dashboard.

Overview of the most common widgets available for creating reports.

Introduction to the Battery widget for showing task status distribution.

Use of the Chart widget for displaying metrics in graphical formats.

Explanation of the Gantt widget for project timelines, milestones, and dependencies.

Utility of the Calendar widget for viewing dates related to tasks.

Highlighting the Time Tracking widget for showing total time spent on tasks.

Introduction to the Map widget for displaying multiple locations and their relations.

Functionality of the Table widget for showing a filtered version of the board.

Capability to make direct changes from the dashboard.

Clarification that reporting is based on track data inside boards, not board activity.

Note on the limitations of reporting regarding specific activity tracking like file downloads.

Preview of the next chapter focusing on a use case for reporting on data within a single board.

Transcripts

[Music]

foreign

welcome back to chapter three where I

will show you around the reporting

features available to you within

monday.com

for the purposes of this video we assume

you already have some experience working

with monday.com and therefore are aware

of the building blocks making up a board

for example the groups the items columns

sub items Etc

if not we recommend checking out some of

our getting started resources like our

basic demo which can be found on our

monday.com webinars page

now to build a report you'll want to

utilize a dashboard there are two ways

to do this if you're looking to build a

report using data from one single board

you can add the dashboard view to that

board

so here's a single board to add the

dashboard view you would click on the

plus button next to the main table

and select dashboard

this dashboard will pull its data from

that specific board into the widgets

which make up the dashboard

if you're looking to pull reports Based

on data from multiple boards you'll want

to add a new dashboard separate to the

boards and then select the boards you

need to pull data from

to do that you would click on the plus

add button underneath the workspace name

and select new dashboard

then you can choose your boards that you

want to pull into

and create done

now this will allow you to pull data for

multiple selected boards to create your

reports

so whether or not you're using the

dashboard view to report or a dashboard

to report on multiple boards you'll use

widgets to visualize the data and show

different sorts of metrics

when a dashboard is created you'll see a

display of the most common widgets for

creating reports

Additionally you can browse through a

widget Center by clicking add widget

and viewing more widgets here

now some of the more common widgets are

our battery widget which is usually used

to show the split of tasks based on a

status

a chart widget

to show any sort of metric in a graph or

chart format

the Gantt widget

this is great for understanding project

timelines milestones and dependencies

the calendar widget for seeing dates

the time tracking widget is a cool one

to show the total time spent on a given

task

we have our map widget to show multiple

locations and the relation to one

another

and our table widget to show your board

or a version of your board for example

with specific filters applied the

dashboard allows you to make changes

directly from here as well

now one thing to note is that the

reporting available on monday.com is

based on track data inside the boards it

is not based on the activity in the

board for example you won't be able to

report on the amount of time and item

status was in a particular label or the

amount of times the file was downloaded

from a files column

in the next chapter we're going to look

at a use case for reporting on data in a

single board