How to make a daily appointments report
To see the daily appointments report in Monday CRM, you need to create a Dashboard, add table or calendar widgets filtered by today's date. Reports in Monday require manually configuring widgets and filters each time an updated report is needed. In Teeo, you ask for the report and receive it in seconds.
How to do it in Teeo
“Give me today's appointments report”
You receive the complete report with all today's appointments: client, time, channel, and assigned agent.
How to make a daily appointments report in Monday CRM: step by step
Requirements
- ·Monday CRM Dashboards are reusable. Once the daily appointments dashboard is configured, you can return to it every morning.
- ·Table widgets allow filtering by date using the appointment date column.
- ·Advanced Dashboards with multiple widgets may require Pro or Enterprise plan.
Log in to Monday CRM
Go to monday.com and log in. Make sure you have access to the board where appointments or meetings are recorded.
Access Dashboards
In the left sidebar, click the Dashboards icon (grid of squares). If you don't see it, click 'More' to expand the menu.
Create a new Dashboard
Click '+ Add Dashboard'. Give it a descriptive name like 'Daily Appointments'. Select a blank layout to configure from scratch.
Add a table widget
Click '+ Add Widget' inside the Dashboard. Select the 'Table' widget type from the widget gallery. Connect the widget to the appointments/meetings board.
Configure the widget to show appointments
In the widget settings, select the columns to display: client name, appointment date/time, channel (video, in-person, phone), and assigned agent.
Apply today's date filter
Click 'Filter' in the table widget. Add a filter on the date column: 'Is equal to today'. Apply the filter. The table will show only today's appointments.
Save the Dashboard
The Dashboard saves automatically. Verify the widget shows the correct appointments for the day. You can adjust column widths by dragging the borders.
Export or share the report
To export, click the three dots (⋯) on the widget and select 'Export to Excel' or 'Export to CSV'. To share the Dashboard with your team, use the 'Share' button in the top bar.
Frequently asked questions
How do I view today's appointments in Monday CRM?
To view today's appointments in Monday CRM, you need to create a Dashboard with a table widget connected to your appointments board and filtered by today's date. Once configured, the dashboard is reusable and you can check it every morning. Initial setup takes 15 to 20 minutes.
Can the daily appointments report be exported from Monday CRM?
Yes. From any table widget in a Monday Dashboard, you can export data to Excel or CSV by clicking the three dots (⋯) on the widget and selecting the export option. You can also print the dashboard directly from the browser.
What is the fastest way to get the daily appointments report?
The fastest way is with Teeo CRM. You just write: 'Give me today's appointments report' and instantly receive the complete report with client, time, channel, and agent — no dashboards or filters to configure.