Reports

Overview

The Reports module lives in the Workspace View and gives you five ready-made report templates. Each template answers a different question about your team's time, capacity, or project progress. You can filter results, bookmark configurations you use often, and export any report to CSV.

Open the app in Workspace View and click Reports in the left sidebar. You will see two tabs:

• Report Templates — browse all five templates. Click a card to configure and generate a new report.
• Bookmarked Reports — your saved configurations. Click a bookmark to re-run the report instantly.

Report Types

1. Utilization Forecast

The Utilization Forecast shows each team member's remaining workload and utilization from today forward. It uses remaining estimates (Original Estimate minus logged worklogs) so you see real future load, not already-completed work. Past periods are excluded — the report focuses on what lies ahead.

Key columns

Grouping options

Use the Group by setting to organize results:

• None — a flat list of team members with utilization data across date columns.
• Team — members grouped by their monday.com team with team-level totals.
• Board — each person row expands to show per-board scheduled hours.
• Item — each person row expands to show per-item breakdowns.

2. Board Resources Forecast

The Board Resources Forecast shows how remaining effort is distributed across your boards and projects from today forward. It uses remaining estimates (Original Estimate minus logged worklogs) to reflect real allocation, not already-completed work. Each board appears as a row with a total, and you can expand it to see per-person allocations broken down by day, week, or month. For actual logged time history, use the Detailed Worklog report.

Table structure

3. Leave Report

The Leave Report tracks approved leave days for every team member. It provides a timeline view with a breakdown by leave type, making it easy to plan around upcoming absences and spot coverage gaps.

Key columns

Use cases

• Coverage planning — identify upcoming gaps when multiple team members are off simultaneously.
• HR compliance — verify leave balances and track usage by type.
• Capacity forecasting — combine with the Utilization Forecast to see how leave impacts future capacity.

4. Detailed Worklog

The Detailed Worklog lists every work log entry recorded through the time tracking module. It shows logged hours per user, per item, and per board, along with the timesheet approval status for each entry. This is the report to use for invoicing, payroll, and compliance audits.

Report columns

Filters

• Period — choose a preset (Current Month, Previous Month, Current Quarter, etc.) or set a custom date range.
• Teams — filter by one or more monday.com teams.
• People — filter by specific team members.

Approval status values

Use cases

• Payroll processing — export approved worklogs to CSV for payroll systems.
• Client invoicing — filter by board (project) and date range to get billable hours.
• Compliance audits — verify every worklog has an approval trail.
• Effort analysis — see exactly where each person spent their time.

5. Planned vs Actual

The Planned vs Actual report compares the Original Estimate (planned hours from the mapped hours column) with Time Spent (sum of worklogs for the selected period). It calculates remaining effort and deviation so you can see where projects are on track, over budget, or under-logged.

Two views

• By Item — each row is an individual item or subitem, grouped by board with per-board summary rows.
• By Board — each row is a board, aggregating all items into totals for a high-level overview.

Key columns (By Item view)

Deviation color coding

Use cases

• Sprint retrospectives — compare planned vs actual across a sprint to improve future estimates.
• Budget tracking — spot items where actual hours far exceed estimates (scope creep).
• Team calibration — identify who consistently over- or under-estimates.

Creating Reports

Follow these steps to generate a report:

Bookmarking Reports

After generating a report you can bookmark its configuration so you can re-run it later with a single click.

Exporting to CSV

Every report supports CSV export for offline analysis, sharing with stakeholders, or archival.

Click the Export button in the report toolbar to download. If filters are applied, only the filtered data is exported.

Report toolbar

After generating a report the toolbar provides these actions:

• Export — download the report as CSV.
• Bookmark — save the configuration for quick re-use.
• Reconfigure — re-open the configuration dialog to adjust filters and regenerate.
• Back to Reports — return to the gallery.

Related Pages

• Resource Scheduler — schedule and assign work that feeds into utilization and allocation reports
• Time Tracking — log worklogs that appear in the Detailed Worklog and Planned vs Actual reports
• Workload Management — real-time workload view that complements report data