Build charts and reports from monday.com data
This is your guide to advanced analytics for monday.com. See the Tour page for the available charts and visualizations.
Creating charts
Creating reports
Sharing with others
Also check out our how-to and the video tutorials.
Got questions? See the troubleshooting FAQ or drop us email at support@screenful.com.
Build charts and reports from monday.com data
This is your guide to advanced analytics for monday.com. See the Tour page for the available charts and visualizations.
Creating charts
Creating reports
Sharing with others
Also check out our how-to and the video tutorials.
Got questions? See the troubleshooting FAQ or drop us email at support@screenful.com.
FAQ
Common questions
How do I manage the subscription?
You can manage your Screenful subscription at the Account Settings ➔ Billing tab in the settings. To access it, log in at https://screenful.com/login and select Plans & billing from the main menu:
On the Plans & Billing page, you can
Update your credit card information
Upgrade your plan
Download receipts of payments
Close your account
Notice that removing the Monday marketplace add-on from your board won't close your subscription! You'll have to close it separately by clicking Remove account:
That will remove your account and close the subscription.
You can manage your Screenful subscription at the Account Settings ➔ Billing tab in the settings. To access it, log in at https://screenful.com/login and select Plans & billing from the main menu:
On the Plans & Billing page, you can
Update your credit card information
Upgrade your plan
Download receipts of payments
Close your account
Notice that removing the Monday marketplace add-on from your board won't close your subscription! You'll have to close it separately by clicking Remove account:
That will remove your account and close the subscription.
What is the difference between using Screenful as a monday.com board view and the web app?
You can launch Screenful inside the Monday board by adding a new board view. Alternatively, you can use Screenful as a standalone web app by logging in at https://screenful.com/login
You can launch Screenful inside the Monday board by adding a new board view. Alternatively, you can use Screenful as a standalone web app by logging in at https://screenful.com/login
Can I use Screenful with Monday desktop app?
You can use Screenful with monday.com desktop app but you won't be able to import any data source because the authorization doesn't work in the desktop app. Therefore, when installing Screenful for the first time, you should not use the desktop app because setting up Screenful requires importing data sources. Therefore, you should do the initial setup using the monday.com web app. Once you've successfully imported the data sources, you can use Screenful with the monday.com desktop app for creating charts and reports.
You can use Screenful with monday.com desktop app but you won't be able to import any data source because the authorization doesn't work in the desktop app. Therefore, when installing Screenful for the first time, you should not use the desktop app because setting up Screenful requires importing data sources. Therefore, you should do the initial setup using the monday.com web app. Once you've successfully imported the data sources, you can use Screenful with the monday.com desktop app for creating charts and reports.
Can I see metrics based on any of my columns in monday.com?
Yes, we support all available column types. Learn more from the Monday columns guide.
Yes, we support all available column types. Learn more from the Monday columns guide.
Do you support monday Sales CRM product?
Yes, we do support the monday Sales CRM in our reporting. You can learn more from this article.
Yes, we do support the monday Sales CRM in our reporting. You can learn more from this article.
How are the lead and cycle times calculated in monday.com?
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
Can I create charts based on due dates?
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Workload chart. Learn more about setting up the workload chart for monday.com.
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Workload chart. Learn more about setting up the workload chart for monday.com.
Do you support monday.com formula columns?
Currently, we don’t support formula columns since the values of formula columns are not returned by the Monday API. However, there are two workarounds:
Use a Marketplace add-on such as Autoboost or General Caster to copy the formula value into a number column. After that, you can use that number column in your Screenful charts.
Use the calculated column in our Table chart to perform calculations between the columns.
Currently, we don’t support formula columns since the values of formula columns are not returned by the Monday API. However, there are two workarounds:
Use a Marketplace add-on such as Autoboost or General Caster to copy the formula value into a number column. After that, you can use that number column in your Screenful charts.
Use the calculated column in our Table chart to perform calculations between the columns.
What if I archive an item?
Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed. Archiving a task doesn't affect its metrics collected before it was archived.
Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed. Archiving a task doesn't affect its metrics collected before it was archived.
Will Screenful make changes to my data, or is my data affected in any way?
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
Are weekends included in the cycle time calculation?
By default yes, but you can specify your working hours and days in the Account Settings.
By default yes, but you can specify your working hours and days in the Account Settings.
Is there a way to remove outliers from the data?
If you want to exclude individual items from the metrics, you can do it by following the steps below
Set a specific label or tag (e.g. "excluded") to the item you want to exclude (task, issue, user story etc.)
Go to Screenful and reset the data source in the Data sync options
Go to the chart in question and set a filter (e.g. label is none of 'excluded')
If the item is already archived, you have to unarchive it first. Then apply the steps 1-2. After that, you can archive it again.
If you want to exclude individual items from the metrics, you can do it by following the steps below
Set a specific label or tag (e.g. "excluded") to the item you want to exclude (task, issue, user story etc.)
Go to Screenful and reset the data source in the Data sync options
Go to the chart in question and set a filter (e.g. label is none of 'excluded')
If the item is already archived, you have to unarchive it first. Then apply the steps 1-2. After that, you can archive it again.
Does this support my specific workflow or do I have to use some specific states like "open", "in progress" and "done"?
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
How often is data updated?
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
Can I embed these charts into my intranet?
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
I can’t find an answer to my question
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
FAQ
Common questions
How do I manage the subscription?
You can manage your Screenful subscription at the Account Settings ➔ Billing tab in the settings. To access it, log in at https://screenful.com/login and select Plans & billing from the main menu:
On the Plans & Billing page, you can
Update your credit card information
Upgrade your plan
Download receipts of payments
Close your account
Notice that removing the Monday marketplace add-on from your board won't close your subscription! You'll have to close it separately by clicking Remove account:
That will remove your account and close the subscription.
You can manage your Screenful subscription at the Account Settings ➔ Billing tab in the settings. To access it, log in at https://screenful.com/login and select Plans & billing from the main menu:
On the Plans & Billing page, you can
Update your credit card information
Upgrade your plan
Download receipts of payments
Close your account
Notice that removing the Monday marketplace add-on from your board won't close your subscription! You'll have to close it separately by clicking Remove account:
That will remove your account and close the subscription.
What is the difference between using Screenful as a monday.com board view and the web app?
You can launch Screenful inside the Monday board by adding a new board view. Alternatively, you can use Screenful as a standalone web app by logging in at https://screenful.com/login
You can launch Screenful inside the Monday board by adding a new board view. Alternatively, you can use Screenful as a standalone web app by logging in at https://screenful.com/login
Can I use Screenful with Monday desktop app?
You can use Screenful with monday.com desktop app but you won't be able to import any data source because the authorization doesn't work in the desktop app. Therefore, when installing Screenful for the first time, you should not use the desktop app because setting up Screenful requires importing data sources. Therefore, you should do the initial setup using the monday.com web app. Once you've successfully imported the data sources, you can use Screenful with the monday.com desktop app for creating charts and reports.
You can use Screenful with monday.com desktop app but you won't be able to import any data source because the authorization doesn't work in the desktop app. Therefore, when installing Screenful for the first time, you should not use the desktop app because setting up Screenful requires importing data sources. Therefore, you should do the initial setup using the monday.com web app. Once you've successfully imported the data sources, you can use Screenful with the monday.com desktop app for creating charts and reports.
Can I see metrics based on any of my columns in monday.com?
Yes, we support all available column types. Learn more from the Monday columns guide.
Yes, we support all available column types. Learn more from the Monday columns guide.
Do you support monday Sales CRM product?
Yes, we do support the monday Sales CRM in our reporting. You can learn more from this article.
Yes, we do support the monday Sales CRM in our reporting. You can learn more from this article.
How are the lead and cycle times calculated in monday.com?
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
Can I create charts based on due dates?
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Workload chart. Learn more about setting up the workload chart for monday.com.
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Workload chart. Learn more about setting up the workload chart for monday.com.
Do you support monday.com formula columns?
Currently, we don’t support formula columns since the values of formula columns are not returned by the Monday API. However, there are two workarounds:
Use a Marketplace add-on such as Autoboost or General Caster to copy the formula value into a number column. After that, you can use that number column in your Screenful charts.
Use the calculated column in our Table chart to perform calculations between the columns.
Currently, we don’t support formula columns since the values of formula columns are not returned by the Monday API. However, there are two workarounds:
Use a Marketplace add-on such as Autoboost or General Caster to copy the formula value into a number column. After that, you can use that number column in your Screenful charts.
Use the calculated column in our Table chart to perform calculations between the columns.
What if I archive an item?
Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed. Archiving a task doesn't affect its metrics collected before it was archived.
Archived tasks are treated differently depending on whether they are completed or not. Completed tasks are still considered completed even if they are archived. Tasks that are archived before they were completed are considered removed. Archiving a task doesn't affect its metrics collected before it was archived.
Will Screenful make changes to my data, or is my data affected in any way?
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
Are weekends included in the cycle time calculation?
By default yes, but you can specify your working hours and days in the Account Settings.
By default yes, but you can specify your working hours and days in the Account Settings.
Is there a way to remove outliers from the data?
If you want to exclude individual items from the metrics, you can do it by following the steps below
Set a specific label or tag (e.g. "excluded") to the item you want to exclude (task, issue, user story etc.)
Go to Screenful and reset the data source in the Data sync options
Go to the chart in question and set a filter (e.g. label is none of 'excluded')
If the item is already archived, you have to unarchive it first. Then apply the steps 1-2. After that, you can archive it again.
If you want to exclude individual items from the metrics, you can do it by following the steps below
Set a specific label or tag (e.g. "excluded") to the item you want to exclude (task, issue, user story etc.)
Go to Screenful and reset the data source in the Data sync options
Go to the chart in question and set a filter (e.g. label is none of 'excluded')
If the item is already archived, you have to unarchive it first. Then apply the steps 1-2. After that, you can archive it again.
Does this support my specific workflow or do I have to use some specific states like "open", "in progress" and "done"?
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
How often is data updated?
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
Can I embed these charts into my intranet?
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
I can’t find an answer to my question
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
Troubleshooting
I'm using Monday desktop app and I'm having issues with Screenful
Some features may not work when using Screenful in monday.com desktop app. You won't be able to import data sources because the authorization doesn't work in the desktop app. Also, some links in the UI may not be clickable when using the desktop app. When using Screenful, there are these alternatives to the monday.com desktop app.
Log in to the monday.com web app instead of the desktop app
Log in to Screenful directly at https://screenful.com/login
Please let us know at support@screenful.com if you notice issues when using Screenful with the monday.com desktop app. We're happy to investigate and find workarounds so that you can use Screenful also with the desktop app.
Some features may not work when using Screenful in monday.com desktop app. You won't be able to import data sources because the authorization doesn't work in the desktop app. Also, some links in the UI may not be clickable when using the desktop app. When using Screenful, there are these alternatives to the monday.com desktop app.
Log in to the monday.com web app instead of the desktop app
Log in to Screenful directly at https://screenful.com/login
Please let us know at support@screenful.com if you notice issues when using Screenful with the monday.com desktop app. We're happy to investigate and find workarounds so that you can use Screenful also with the desktop app.
I have created automation to move items from one monday.com board to another. Will that mess up my stats?
If an item is moved from board A to board B, you will lose the data about the item movements in board A since the Monday API won’t return it anymore. To avoid losing data, consider these alternatives:
Add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the item was completed (sync runs once per hour)
Create a dedicated "Archived" group at the bottom of your board, and create an automation to move completed items to that group instead of another board.
If an item is moved from board A to board B, you will lose the data about the item movements in board A since the Monday API won’t return it anymore. To avoid losing data, consider these alternatives:
Add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the item was completed (sync runs once per hour)
Create a dedicated "Archived" group at the bottom of your board, and create an automation to move completed items to that group instead of another board.
I have installed the Screenful add-on to my monday.com account, but all I see is an empty page. What can I do?
Under Chrome's Settings > Privacy > Content Settings, there is the cookie setting to "Block sites from setting any data". If you have it checked, uncheck it, or try with another browser.
Under Chrome's Settings > Privacy > Content Settings, there is the cookie setting to "Block sites from setting any data". If you have it checked, uncheck it, or try with another browser.
I’m unable to authorise Monday data sources
If you’re using the Monday IP restrictions feature it will block access to the monday API, which the Screenful connector needs in order to fetch data. To enable Screenful whitelist the IP address 34.251.47.98 and contact support@screenful.com so we can finalize the configuration.
If you’re using the Monday IP restrictions feature it will block access to the monday API, which the Screenful connector needs in order to fetch data. To enable Screenful whitelist the IP address 34.251.47.98 and contact support@screenful.com so we can finalize the configuration.
My charts are missing data
The likely reason is that your workflow mapping is not done correctly. You can learn more about the workflow mapping from this guide. If you do not use status columns in your board, you can always create charts based on date columns.
Monday API doesn't return archived items. So when you create a new data source, archived items won't be included. However, the completed items that you archive after that will be kept in the stats.
Notice also that if you want to include subitems in your charts, you must add subitem data sources as well.
The likely reason is that your workflow mapping is not done correctly. You can learn more about the workflow mapping from this guide. If you do not use status columns in your board, you can always create charts based on date columns.
Monday API doesn't return archived items. So when you create a new data source, archived items won't be included. However, the completed items that you archive after that will be kept in the stats.
Notice also that if you want to include subitems in your charts, you must add subitem data sources as well.
I added a new custom field but it is not showing
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour). You can trigger sync manually anytime by selecting Data sync options from the main menu. Notice that the new field should also have a value assigned in at least one task.
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour). You can trigger sync manually anytime by selecting Data sync options from the main menu. Notice that the new field should also have a value assigned in at least one task.
Some filtering options are missing
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.
Troubleshooting
I'm using Monday desktop app and I'm having issues with Screenful
Some features may not work when using Screenful in monday.com desktop app. You won't be able to import data sources because the authorization doesn't work in the desktop app. Also, some links in the UI may not be clickable when using the desktop app. When using Screenful, there are these alternatives to the monday.com desktop app.
Log in to the monday.com web app instead of the desktop app
Log in to Screenful directly at https://screenful.com/login
Please let us know at support@screenful.com if you notice issues when using Screenful with the monday.com desktop app. We're happy to investigate and find workarounds so that you can use Screenful also with the desktop app.
Some features may not work when using Screenful in monday.com desktop app. You won't be able to import data sources because the authorization doesn't work in the desktop app. Also, some links in the UI may not be clickable when using the desktop app. When using Screenful, there are these alternatives to the monday.com desktop app.
Log in to the monday.com web app instead of the desktop app
Log in to Screenful directly at https://screenful.com/login
Please let us know at support@screenful.com if you notice issues when using Screenful with the monday.com desktop app. We're happy to investigate and find workarounds so that you can use Screenful also with the desktop app.
I have created automation to move items from one monday.com board to another. Will that mess up my stats?
If an item is moved from board A to board B, you will lose the data about the item movements in board A since the Monday API won’t return it anymore. To avoid losing data, consider these alternatives:
Add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the item was completed (sync runs once per hour)
Create a dedicated "Archived" group at the bottom of your board, and create an automation to move completed items to that group instead of another board.
If an item is moved from board A to board B, you will lose the data about the item movements in board A since the Monday API won’t return it anymore. To avoid losing data, consider these alternatives:
Add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the item was completed (sync runs once per hour)
Create a dedicated "Archived" group at the bottom of your board, and create an automation to move completed items to that group instead of another board.
I have installed the Screenful add-on to my monday.com account, but all I see is an empty page. What can I do?
Under Chrome's Settings > Privacy > Content Settings, there is the cookie setting to "Block sites from setting any data". If you have it checked, uncheck it, or try with another browser.
Under Chrome's Settings > Privacy > Content Settings, there is the cookie setting to "Block sites from setting any data". If you have it checked, uncheck it, or try with another browser.
I’m unable to authorise Monday data sources
If you’re using the Monday IP restrictions feature it will block access to the monday API, which the Screenful connector needs in order to fetch data. To enable Screenful whitelist the IP address 34.251.47.98 and contact support@screenful.com so we can finalize the configuration.
If you’re using the Monday IP restrictions feature it will block access to the monday API, which the Screenful connector needs in order to fetch data. To enable Screenful whitelist the IP address 34.251.47.98 and contact support@screenful.com so we can finalize the configuration.
My charts are missing data
The likely reason is that your workflow mapping is not done correctly. You can learn more about the workflow mapping from this guide. If you do not use status columns in your board, you can always create charts based on date columns.
Monday API doesn't return archived items. So when you create a new data source, archived items won't be included. However, the completed items that you archive after that will be kept in the stats.
Notice also that if you want to include subitems in your charts, you must add subitem data sources as well.
The likely reason is that your workflow mapping is not done correctly. You can learn more about the workflow mapping from this guide. If you do not use status columns in your board, you can always create charts based on date columns.
Monday API doesn't return archived items. So when you create a new data source, archived items won't be included. However, the completed items that you archive after that will be kept in the stats.
Notice also that if you want to include subitems in your charts, you must add subitem data sources as well.
I added a new custom field but it is not showing
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour). You can trigger sync manually anytime by selecting Data sync options from the main menu. Notice that the new field should also have a value assigned in at least one task.
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour). You can trigger sync manually anytime by selecting Data sync options from the main menu. Notice that the new field should also have a value assigned in at least one task.
Some filtering options are missing
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.