Reporting with monday.com South Africa
Save Time with Automated Reports
In case you have not picked up on it yet, we love finding new and exciting ways of compiling and sharing data, a passion that we share with monday.com South Africa. Everything that takes place across the different boards can be filtered and recorded in an easy-to-understand format.
The benefits of reporting include showing how the team worked towards achieving a common goal, whether KPIs have been met and overall performance. This data can be broken up per client or even by an individual staff member, depending on the reason for this report. Reports provide business insights that indicate what works and what does not, as well as opportunities for growth and improvement.
Reporting tools in monday.com South Africa
You can use char views, filters, and formulas to narrow down your data search. You can even program the monday.com South Africa software to compile regular reports based on your boards. This aligns with the company’s vision for measuring almost anything that involves company data and using it to improve business processes and identify any problem areas. With so many reporting tools at your disposal, the only thing left to do is determine which automations that you would like to set up.
Setting up automate reports
To start with, automated processes can be scheduled and programmed to ensure that certain actions are reported at a given date and time. Instead of spending time compiling the report, you wait for the monday.com notification telling you that your report has been compiled and ready to be viewed.
To set up automated reports, go to the board with the data required and click on the “Automate” button on the right top corner of your screen. This will give you a list of possible automations that can be implemented. You can create a Custom automation option if you cannot find the option that best suits your needs. For example, you can set it to remind you to run the reports on a certain date or take it a step further and have all the data add to one board for a consolidated report at the end of the month. The options are endless and can be created to meet your needs. Once you have set up the automation, click “Add to Board” and you are ready to go.
Automation mapping to simplify processes
Reporting requires data to be pulled from multiple sources which can then be added to a new board on a weekly or monthly basis. Depending on the frequency, you will need to add it to the map of the automation’s recipe field.
This may seem like a complex process, but it is easy to do, and once done, it does not need to be done again unless the reporting structure changes. This is just one of the many ways that Monday.com South Africa saves you time and money.
Sign up to monday.com South Africa – Activation or Trial Link
Interested in exploring monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.
Book a call for monday.com Pro Services in South Africa and Africa
Once you have an active account Syscor can assist with a full consulting and professional services stack, including:
- Process design
- Workflow design
- Workspace builds
- Board builds
- App integration
Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com. Thus making us very experienced. Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.
Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services. We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.
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