Reports

Overview Back to top

Reports gives you five ready-made reports. Each one answers one question about your team's workload, time off or logged time. You choose the period and the people, the report is built, and you can save the set-up as a bookmark or export the result to Excel.

Open the app from the monday.com sidebar and click Reports. There are two tabs:

• Report Templates — the five reports. Click a card to set up and run one.
• Bookmarked Reports — the set-ups you saved. Click one to run it again.

Creating a Report Back to top

1. On the Report Templates tab, click the card of the report you want.
2. Fill in the dialog. The fields depend on the report (see the table below).
3. Click Create. The report opens as a table.

Above every finished report you find four buttons:

• Export Excel — download the report. See Exporting to Excel.
• Bookmark — save the set-up. See Bookmarking reports.
• Reconfigure — open the dialog again, change something and run the report again.
• Back to Reports — return to the gallery.

The Five Reports Back to top

The card in the gallery and the report it opens have different names:

Resource Utilization Forecast Back to top

Open it with the Capacity & Utilization Overview card. Use it to see who is overbooked and who has room in the coming weeks.

Utilization is the share of a person's available hours that is taken by planned work. 40 hours of work in a 40-hour week is 100%.

Which hours count as "planned"

That depends on the workload basis an admin chose in Settings > Workload. The report prints the basis under its title.

Group by

• None — one row per person.
• Team — people grouped by monday.com team, with a total per team.
• Board — open a person to see their hours per board.
• Item — open a person to see their hours per item.

Allocations. Allocations (time booked without an item, such as training) count as planned hours in this report. If you limit the report to some boards, only allocations booked on those boards are included.

Board Resources Forecast Back to top

Open it with the Project Allocation Breakdown card. Use it to see how many planned hours each board (project) needs, and from whom.

The blue bar is the board total for the week; the green bars are each person’s hours.

• "Planned hours" follow the same workload basis as the Utilization Forecast (see above).
• An allocation booked on a board is added to that board. Allocations booked on a category belong to no board and are not listed.
• This report shows planned work, not logged time. For logged time use the Detailed Worklog Report.

Leave Report Back to top

Open it with the Time-Off & Absence Summary card. Use it to see how many days each person is away, by leave type, and when.

Each coloured label is a leave type and its number of days; H is a public holiday.

Detailed Worklog Report Back to top

Open it with the Work Log Audit Trail card. It lists every worklog (one entry of logged time) in the period, one per row. Use it for invoices, payroll and audits.

The line under the title sums the worklogs and splits the hours into billable and non-billable.

Status values

Set-up options

• Period, Teams and People. There is no board filter.
• Group by — None, Board, Item or Category. To see one project's hours together, group by Board. The Excel file keeps the grouping.

Planned vs Actual Back to top

Use it to compare, item by item, the hours that were planned (the estimate) with the hours actually logged. It shows where work went over the estimate.

Red means more hours were logged than planned; orange means little or nothing is logged yet.

Two views

• By Item — one row per item or subitem, grouped by board, with a summary row per board.
• By Board — one row per board, with the number of items and assignees and the board's totals.

Columns (By Item)

Deviation colours

Working With a Report Table Back to top

• Sort — click a column header to sort. Click again to reverse, and a third time to go back to the normal order. In a grouped report, rows are sorted inside each group. Date columns cannot be sorted.
• Scroll — the header row and the first column stay in place while you scroll, so you always see which person and which date a number belongs to.
• Open an item — item names in the Detailed Worklog Report, Planned vs Actual (By Item) and the per-item rows of the Utilization Forecast are links. Click one to open the item in monday.com.

Bookmarking Reports Back to top

A bookmark saves a report's set-up (period, people, boards, grouping) so you can run it again with one click.

1. Run the report and click Bookmark above the table.
2. Type a name (up to 200 characters) and save.
3. Later, open the Bookmarked Reports tab and click the bookmark. The report is built again with current data. You can delete bookmarks you no longer need.

Exporting to Excel Back to top

Click Export Excel above any report. An Excel (.xlsx) file is downloaded by your browser. Excel is the only export format.

• The file contains the report as set up: the same period, people, boards and grouping, including the rows inside groups.
• The file is named after the report and its period, for example utilization_weekly_report_2026-01-01_2026-03-31.xlsx.
• It opens in Excel, Google Sheets, Numbers and other spreadsheet apps.

Related Pages Back to top