monday.com
eazyBI.com
monday.com app is a Work Operating System (Work OS) that powers teams to run projects and workflows with confidence. It’s a simple, but intuitive, Work OS for teams to shape workflows, adjust to shifting needs, create transparency, connect collaboratively, and stop doing manual grunt work.
eazyBI extends the monday.com reporting suite with an advanced, easy-to-use, and flexible visualization, analysis, and reporting. You can create an eazyBI account and perform your first import in minutes. Regular daily updates import data automatically, so your charts will always have the latest data. We have several predefined sample reports and charts, and a dashboard to get you started. You can easily create custom reports, charts, and dashboards for your specific needs. You can read more about all monday products on their home page monday.com
eazyBI imports and allows data analysis for Item, Creator (Users), Logged by, Status, Workspace, Board, and Group.
On this page:
Installation eazyBI app on monday.com
Installation of the eazyBI app for monday.com is performed by the admin.
Install eazyBI app
You can find the eazyBI Report Builder app in the app marketplace.
Make sure you select the right seat plan for pricing (or leave default one which will be recommended) and click "Add to your account"
Select All Workspaces or Specific Workspaces and press "Install" to complete the installation.
Pricing per seat
eazyBI expects that the seat plan is at least as big as the number of unique monday.com users imported in eazyBI user dimensions.
For example, if just 3 users create items, but there are 10 other assignees for these items, eazyBI will find 13 unique users, which is the seat plan you must have for the eazyBI app.
The default seat plan when installing the app is also a recommended one.
eazyBI will show you an error if the seat plan is not correctly selected.
eazyBI Report Builder Board View in monday.com
Start with the eazyBI Report Builder board view to access, create, and manage all your eazyBI accounts, data sources, users, reports, dashboards, and settings.
After you create the eazyBI Report Builder board view for the first time and authorize the monday data access, you can start to import data, build reports and dashboards, and add eazyBI report and dashboard widgets to your monday.com dashboards.
Home Tab
The main view of the eazyBI Report Builder is the Home tab, where you can see the list of all the accounts you have access to or create new ones. Accounts let you manage account user access, data sources, reports, and dashboards (learn more about eazyBI accounts).
In addition, you can access and manage the active account or switch to other accounts from the top-right menu.
Source Data Tab
The Source Data tab lets you see connected data sources in the active account or add new ones.
You can connect multiple data sources in each account or create separate accounts for different data sets. (Learn more about adding additional data sources.)
Analyze Tab
The Analyze tab is where you can find, organize, and manage all your reports in the selected account. Here you can search for a particular report, create new reports and folders, or export and import report definitions (a.k.a. Templates) into or from other accounts.
Dashboards Tab
The Dashboards tab lists all your eazyBI dashboards in the selected account. Here you can edit existing dashboards, create new ones, download dashboards as a PDF, or subscribe to receive scheduled reports in your email. You can also export and import the entire dashboard (as a template) from one account to another.
eazyBI Report & Dashboard Widgets in monday.com
eazyBI report and dashboards widgets allow you to add any eazyBI report or dashboard from your eazyBI report library to a monday.com dashboard.
To add a widget click the "Add Widget" button and choose "More widgets"
From the Widgets Center, search for eazyBI to see all the available eazyBI widgets. You can add as many eazyBI reports or dashboard widgets as you need.
eazyBI Report Widget
Before using widgets, start with the eazyBI Report Builder board view to create your first account and add sample reports or create your own.
Use the eazyBI report widget to add any eazyBI report or chart to your monday.com dashboards for up-to-date information on your projects at your fingertips.
To add the widget, search for the eazyBI Report Widget in the Widgets Center and click "Add widget".
Select the eazyBI account where the desired report is stored.
Choose and select the report you want to add to monday.com dashboard.
Provide the required report settings (optional) and click Save.
eazyBI Dashboard Widget
Before using widgets, make sure to start with the eazyBI Report Builder board view to create your first account and add sample reports or create your own.
With the eazyBI Dashboard Widget, you can add entire eazyBI dashboards to monday.com dashboards for an up-to-date holistic overview of your projects, teams, budgets, and more.
To add the widget, search for the eazyBI Dashboard Widget in the Widgets Center and click "Add widget."
Select the eazyBI account that contains the desired dashboard.
Select the dashboard from the list (only one dashboard is available in the example below).
Provide the required dashboard settings (optional) and click Save.
As the eazyBI dashboard usually contains multiple eazyBI reports, adjust the widget size to provide more visual space. The widget is fully responsive, and reports will alight automatically. For larger dashboards, scroll down within the widget to view all the reports in the dashboard.
Dimensions
eazyBI imports this default set of dimensions:
| Workspace | Workspaces provide your account with a hierarchy of organization to help you better manage multiple departments, teams, and projects in one unified place. |
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| Board | A board is a place to organize everything you need to do - a project, a to-do list, CRM, and a schedule. |
| Group | A group is a color-coded section on your board that contains your items (rows) and helps to categorize and organize them in any way you wish. When creating a board, you then need to create your groups. A group can represent anything from a week, a month, a specific project step, a client, or whatever you want! |
| Item | An item is an individual row (or line item) in a group. Your monday.com boards are made up of groups of items. The content of an item is totally up to you and will depend on what the board's plan is — they can represent anything from a list of projects to weekly tasks, clients, locations, or anything else, depending on your workflow! |
| Status | Status Column is a key factor in helping you plan, organize, and track your team's work according to status labels. Easily see if a task is yet to be completed, in progress, done, or any other status you wish! |
| Creator | Users who registered the item. |
| Logged by | Users who logged a time entry for the item. |
| Transition Status | All statuses that appear in the status history log (the same statuses as in the Status dimension). |
| Transition | All individual transitions with names in the format “From status => To status”. |
| Transition Author | The user who performed the transition. |
Item measures and properties
Set of measures that are imported based on Item data work primarily with the Item and common dimensions, like Workspace, Group, Board, and Status.
Numerical Measures
| Items created | Measure counts items on a timeline based on Item creation date |
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| Items done | Measure counts assets on a timeline based on the last date when the item was completed (marked as done) |
| Items last updated | Measure counts items that match selected dimension members. If the Time dimension is used, then items last updated count items by the last update date and shows the total in the corresponding period. |
| Hours spent | Total of registered worklog hours on item matching the selected dimension members. On the Time dimension grouped by the start date specified in the worklog. The Logged by dimension can be used to see hours spent by individual users. You can Drill through worklogs to get a list of all worklog entries constituting particular Hours spent total value, with additional information - date of the worklog, item, user name, and logged hours for this entry. The list could be exported to a file. |
| Transitions to status | How many times during the selected Time dimension period item been transitioned to the status that is selected in Transition Status dimension (or only transitions that are selected in Transition dimension). Also, the first item status will be counted in this measure on item creation date. If you would like to see a distinct (unique) count of items for these transitions, then use Transitions to status items count measure from the Distinct items count measure group. |
| Transitions from status | How many times during the selected Time dimension period item been transitioned from the status that is selected in Transition Status dimension to different status (or only transitions that are selected in Transition dimension)? If you would like to see a distinct (unique) count of items for these transitions, then use Transitions from status items count measure from the Distinct items count measure group. |
| Days in transition status | Use this measure for individual items to show how many days item has stayed in status from Transition status dimension. It is calculated when an item is transitioned from this status (when the Transitions from status measure is recorded) and will be shown on the Time dimension on the date when the transition from this status happened. Use Average days in transition status calculated measure when you are analyzing totals of many items. |
| Weekdays in transition status | Similar to Days in transition status, only workdays are calculated according to Time dimension options. |
| Open items | Calculates a count of uncompleted items at the end of the corresponding Time dimension period (as Items created minus Items done since the beginning of the time until the end of the selected time period). |
| Average done days | Calculates average done days of done items (counted in Items done) and are grouped by item done date on Time dimension. Hidden Total done days Measure, which returns a pre-calculated number of days from created to done dates, is used in the Average done day's formula. |
| Average done weekdays | Similar to Average done days, just here, workdays are calculated according to Time dimension options. |
Items created count Items done count | In Distinct items count measure group distinct (unique) count of items is calculated. These measures can show a different result than previously described Items created, and done measures in a case when some multi-value dimension with a multiple-member selection is put on pages (e.g. Board or workspace or multi-value columns). E.g. if several values are used on one column and one item belongs to two of selected values then Items created value will be 2 but Items created count value will be 1 for this item. |
| Items with hours spent | Distinct count of items that have any hours logged in the selected Time period. |
| Transitions to status items count | How many (unique) items have transitioned to selected status in Transition Status dimension (or only transitions that are selected in Transition dimension) during the period chosen in Time dimension. The measure is located in Distinct items count measure group. |
| Transitions from status items count | How many (unique) items have transitioned from selected status in Transition Status dimension (or only transitions that are selected in Transition dimension) during the period chosen in Time dimension? The measure is located in Distinct items count measure group. |
| Items history | How many items at the end of selected Time dimension period are
|
| Average days in transition status | Average days that item stayed in status that is selected in Transition status dimension. It is calculated when an item is transitioned from this status (when the Transitions from status measure is recorded) and will be shown on Time dimension on the date when the transition from this status happened. |
| Average workdays in transition status | Like average days in transition status, just here, workdays are calculated according to Time dimension options. |
| Transition to status first date | Shows the date and time when the first transition to the corresponding Transition Status (or the selected Transition) was performed. |
| Transition to status last date | Shows the date and time when the last transition to the corresponding Transition Status (or the selected Transition) was performed. |
| Transition from status first date | Shows the date and time when the first transition from the corresponding Transition Status (or the selected Transition) was performed. |
| Transition from status last date | Shows the date and time when the last transition from the corresponding Transition Status (or the selected Transition) was performed. |
Property measures
Property measures should be used only with the corresponding dimension members. For example property "Item done date" would return the date when the item was sent to status "Done" only when the "Item" dimension is expanded at the item-level.
Item created date Item updated date Item status updated date Item done date Item creator Item status | If the Item dimension is placed on rows and expanded to detailed items and these measures are placed on columns then details about issue creation, updated date, status last updated date, done date, as well as creator and status are displayed. |
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Columns data import
You can select additional columns for import. Columns with checkbox, dropdown type, user list, location can be imported as additional dimensions. Numeric, and date columns can be imported as additional measures. All columns can be imported as properties for related dimensions. They will be grouped in sections ending with properties (*Item properties).
Numeric columns can be imported as measures and property. The measure will have a name-ending Custom number sum. It will be represented on a timeline mapped with the item creation date.
Date columns can be imported as a measure and will create a measure ending with a custom date. It counts entities with value in this date on the timeline mapped by the date value. For example, the column start date imported for Item will be imported by name Items with start date. It also will have property located in Item Properties with the name Item Start Date.
Checkbox, dropdown type, user list and few other columns can be imported as dimensions. Use them in reports for filters or to split data with measures. For example, if you have a drop-down selection column Class for Items then you can import it as a dimension. You will be able to create reports by Class dimension as well as you will have Item property Item Class.
Use columns in the report to split data by any measure. For example, Use dimension Time on Rows, dimension Item model on columns, and measure Items done on columns. This report will count items by done date on a timeline.
If you need additional help with column import then please contact eazyBI support and describe your needs.
Additional import options
eazyBI by default will import data on a daily basis since taking into account the last successful import run.
eazyBI will import data based on the specified timezone. For reporting on workdays/weekends, set the correct non-working days. For weekly reports, set the first day of the week (default setting is Monday).
eazyBI will import a set of sample reports by default. The option can be disabled, then sample reports will be deleted.
You can also import user teams as dimensions.