How to Generate Reports in Monday.com Easily 2026

In the left sidebar, click the + below your workspace name and choose New Dashboard. To place it inside a folder, open the folder's three-dot menu, select Create in folder, then New Dashboard.

A dashboard is its own item type. It sits in the sidebar next to your boards and holds no items of its own, only views of data that lives on boards.

The Create dashboard dialog asks for a name and a type. Main is visible to everyone in your account.

Private is visible only to you and the people you invite, which suits financial or HR figures. Name it after what it reports on, like "Q3 Payments", not after who built it.

Months later, in a sidebar full of boards, that is what people will scan for. A dashboard can be deleted but not archived, so there is no soft way to retire one later.

Open Connect boards and select the boards whose data you want. Every widget reads only from these connected boards, so if a number looks wrong later, this list is the first thing to check.

Your plan caps how many boards one dashboard can combine: 1 on Free, 5 on Standard, 20 on Pro and 50 on Enterprise. Separately, all connected boards together must stay under 20,000 items, subitems and linked items. If a board you expect is missing from the picker, you are probably not subscribed to its workspace or lack view access to it.

Toggle the dashboard to Edit at the top of the screen, then click Add widget to open the Widgets Center. Categories run down the left.

Under Staying on Top you will find Battery for overall progress, Numbers for totals across number columns, Gauge for targets, and List View, Table and Board Updates for row-level detail. For a breakdown by status, add the Chart widget.

A dashboard holds up to 30 widgets, with Text widgets not counted. Widgets can only show columns that exist on the connected boards.

If a column exists on some boards but not others, only the boards that have it feed that widget. Toggle back to View when you finish.

In the example, a Chart widget built on the payment-status column shows counts for Paid, Not Paid and Payment pending, using the same colours as the board's labels. A Battery widget beside it rolls the same data into one completion bar for readers who do not need row detail.

To narrow the whole dashboard, click the Filter icon at the top right, pick a connected board, then choose columns and values. Quick filters cover board, group or column. Advanced filters combine conditions across several columns.

Teammates and guests with a monday.com account can be given access to the dashboard itself, which stays live. People without an account cannot open a dashboard at all.

For them, click Export at the top right and choose Export to PDF, which captures every widget in its current state. For a recurring report, choose Schedule PDF export from the same Export button.

You set recipients (up to 50), a subject and message, a daily, weekly or monthly schedule, and portrait or landscape layout. Two widgets, Table and Timeline, can also go to Excel from their own three-dot menus. A whole dashboard cannot be exported to Excel.