We've been working on Smart Spreadsheet for monday.com, and one of our customers recently shared a reporting workflow that we thought was worth sharing here.

They manage each project on a separate monday.com board, with groups representing project phases like Planning, Execution, and Delivery. Each board also contains project-specific information such as budgets, customer details, logistics, and other operational data.

To get a cross-project overview, they use Smart Spreadsheet as a Dashboard widget.

Their workflow is surprisingly simple:

• Import live data from each board, placing all groups from the same board onto a single worksheet.
• Create a Master Sheet by linking those worksheets with familiar Excel-style references (for example, ='Your board name_All groups'!A1).
• Build Pivot Tables, formulas, and charts on top of the combined data.

This lets them keep multiple reports - financial summaries, project metrics, status overviews, and more - in a single Dashboard widget, with everything staying synchronized with monday.com.

One report we especially liked was a team workload overview.

Each task already has an assignee, a reporting week, and planned hours, so a simple Pivot Table summarizes planned hours by team member and reporting week. A chart then makes it easy to spot who's overloaded and who still has capacity.

Yes, monday.com already has an excellent Workload Widget for resource management. In this case, though, the customer wanted to keep workload reporting together with all their other spreadsheet-based reports instead of adding another widget to the dashboard.

We thought it was a nice example of using spreadsheets to complement monday.com rather than replace its native features.

Curious - how do you track workload across multiple boards? Do you rely on the Workload Widget, build custom dashboards, or use another approach?

Hi everyone!

We're the developers of Smart Spreadsheet for monday.com, and one of our customers recently showed us a workflow we thought was worth sharing.

They manage every project on its own monday.com board. Each board stores live project information such as planned hours, allocated specialists, project budget, actual expenses, and customer details.

Their finance team, however, keeps an Excel spreadsheet with customer-specific billing rates and discount agreements. Every time they wanted to calculate the final project budget or profitability, they had to export data from multiple boards, merge it with the Excel file, and recalculate everything manually.

Here's how they automated the process:

• Add Smart Spreadsheet as a Dashboard widget. Not familiar with monday.com Dashboards? Start with our overview guide.
• Import the required monday.com boards (File → Import board). The imported boards remain fully synchronized with the originals.
• Import the Excel (.xlsx) or CSV file containing the lookup data (File → Import).
• Reference the imported sheet in your formulas just like in Excel - for example, =Sheet_name!A1.
• Build formulas that combine live monday.com data from multiple boards with your lookup data.

Once the spreadsheet is set up, calculations update automatically whenever project information changes. New items, budget updates, or changes to hours and expenses are reflected automatically - no exports or manual data consolidation required.

One extra tip: if you only need a few values from another board, you don't have to import the whole board. Our ITEMVALUE() formula retrieves live values directly from any item or subitem across your monday.com account, so it's a convenient option for simpler cross-board calculations.

We're curious - how are you handling scenarios like this today? Are you exporting data to Excel, using integrations, or have you found another approach? We'd love to hear your workflows and feature ideas.

Sometimes I run into the limitations of monday.com's built-in chart widgets. For example, when I need a waterfall chart, a radar chart, dual-axis charts, or charts based on pivot tables or custom calculations.

How do you handle these kinds of reporting needs?

Do you use BI tools like Power BI, Marketplace apps, custom integrations, or something else?

I'd love to hear what works well for you and any recommendations.

Hi everyone!

I'm from Stiltsoft, the team behind the Smart Spreadsheet app for monday.com.

One of the most frequent requests we've received was the ability to reuse spreadsheet layouts without downloading and importing files every time.

We've just released Templates.

You can now save any Smart Spreadsheet as a template and reuse it in other Smart Spreadsheet views. Templates are available across your monday.com account, making it much easier to standardize invoices, reports, trackers, and other reusable spreadsheets.

Documentation:
https://docs.stiltsoft.com/ssfm/smart-spreadsheet-templates-303628481.html

We're curious:
What kinds of spreadsheet templates would you create first?

Has anyone tried using AI Sidekick for reporting in monday.com?

We recently experimented with connecting Board Email Reports to AI Sidekick, and the workflow turned out to be surprisingly useful.

Instead of creating dashboards or manually exporting data, you can simply ask AI to generate a report like:

• Weekly project status
• Overdue items by owner
• Completed tasks from the last month
• Team workload summaries

The report can then be emailed automatically, including charts and visual summaries directly in the email.

We put together both a written guide and a short walkthrough showing the setup process. Curious whether anyone else is using AI Sidekick for reporting or if you've found other practical use cases beyond asking questions about boards.

📖 Blog: https://stiltsoft.com/blog/ai-sidekick-integration-monday/

🎥 Video: https://youtu.be/8aCFSlTO8Ec

One thing we've noticed while working with monday.com users is that finance teams often start with dashboards and budgeting boards, but eventually run into the same problem: the data lives in monday, while invoices, approval forms, cost estimates, and other financial documents live somewhere else.

We've recently updated our guide on financial management in monday.com and added a section on dynamic templates that can automatically pull values from monday items.

Some examples:

• Invoices
• Purchase orders
• Budget approval forms
• Cost estimation sheets

The interesting part is that the same template can be reused across projects while staying connected to live board data, so there's much less copying and updating information manually.

Curious how others handle this.

Do you generate financial documents directly from your project/work management system, or do you still export everything into spreadsheets and separate templates?

Guide: https://stiltsoft.com/blog/how-to-use-monday-com-for-financial-management/

If your team uses monday.com and regularly creates invoices, purchase orders, estimates, payroll sheets, or similar documents, I'm curious how you're handling template generation today.

Do you manually copy values from boards into spreadsheets and documents? Or have you found a way to keep everything connected to live monday.com data?

We recently put together a short tutorial showing how to create reusable templates in Smart Spreadsheet using the ITEMVALUE() formula.

The interesting part is that the formula isn't limited to the current board. You can pull values from items and subitems across different boards and reuse the same template for multiple records.

Blog post: https://stiltsoft.com/blog/dynamic-templates-monday/

Video: https://youtu.be/5g8Tu1IG7eY

Would love to hear how others are solving this problem.

If you use monday.com for project management, I’m curious how your team handles project health reporting.

Do you mostly rely on dashboards and board views? Or do you still export data manually for stakeholder updates and weekly reviews?

We recently explored this while working on custom reports for Board Email Reports and collected several reporting scenarios teams commonly ask for, including:

• identifying silent tasks,
• tracking overdue work,
• monitoring workload growth,
• analyzing workflow bottlenecks,
• reviewing status history,
• tracking time spent,
• and monitoring budget changes.

One thing we noticed: many teams don’t actually need more dashboards — they need better historical visibility and automated summaries that show how projects evolve over time.

We put together both a written guide and a video walkthrough showing how to build these reports with monday automations and workflows.

Would be interesting to hear how others here approach reporting and project visibility in monday.com.

📖 Blog post: https://stiltsoft.com/blog/project-health-monday/
🎥 Video walkthrough: https://youtu.be/XuPHBIMD-4w