Data Exporter Guide
Export your monday.com data for reporting, analysis, and archiving.
Quick Start
- Open any board
- Click Export in the top menu
- Select your format (CSV, Excel, JSON, PDF)
- Choose which data to include
- Click Export
Export Formats
CSV
Best for spreadsheet imports and data analysis. Includes all columns as text.
Excel (XLSX)
Preserves column types and formatting. Recommended for most users.
JSON
Ideal for developers and API integrations. Maintains data structure.
Perfect for reports and presentations. Includes board visuals.
Filtering Options
Column Selection
Choose specific columns to export. Deselect columns you don’t need.
Date Range
Export only items created or modified within a specific timeframe.
Group Filter
Export specific groups or all groups on the board.
Item Filter
Filter by status, assignee, or any other column value.
Scheduled Exports
Set up automatic recurring exports:
- Click Scheduled Exports → + New Schedule
- Name your schedule
- Choose frequency (daily, weekly, monthly)
- Select recipients
- Configure filters
- Save
Templates
Save frequently used export configurations:
- Configure your export settings
- Click Save as Template
- Name your template
- Access quickly from the Export menu