Reports on monday.com boards
Each report is one formula on live data. Type it in a cell; when a formula refers to A2, list the values in column A first (for example with =list.<table>(<column>)) and fill the formula down.
=data.projects.sum(budget, status, "Working on it") Totals from any board. Add a board (here one called Projects, with Status, Owner, Budget and Due date columns) as a data source and sum any numbers column, with criteria such as ">=100" or "<>Done".
=data.projects.count(name, status, A2) Status breakdown. Put each status in column A (=list.projects(status) spills them) and count the items beside it.
=data.projects.sum(budget, owner, A2) Per person. Items or budget per owner, from the people column.
=data.all_projects.sum(budget, board, A2) Several boards as one table. A consolidation reads boards with the same columns as one table with a Board column.
=data.projects.count(name, due_date, "<"&TODAY(), status, "<>Done") Overdue items. Items whose date passed and are not done.
Build it on your own data
Formulas, pivot tables and charts read your boards live, with each person's own monday permissions, so a sheet never shows more than its viewer may see. AI assistants such as Claude can work in your sheets through MCP.