đź•’ How to See What Your Board Looked Like at a Certain Point in Time?

As you know, a monday board is dynamic and ever-changing — and there’s no simple way to view how it looked at a specific point in the past.
This comes up more often than you’d think, especially in these scenarios:

  • :date: Reporting & audits – Project managers and team leads often need to review the board as it stood at the end of a sprint or month
  • :handshake: Client updates – Teams need to clearly show what’s changed since the last report or check-in
  • :receipt: Compliance – In regulated industries (like finance, healthcare, or legal), it’s essential to prove what data was recorded at a particular moment

:white_check_mark: Having the ability to reference or even restore a past board state supports transparency, accountability, and compliance.

:magnifying_glass_tilted_left: Option 1: Activity Log

Every board includes an Activity Log (Board Menu → Activity Log), where you can:

  • View item creation, updates, status changes, people assignments, etc.
  • See who made each change and when

It’s the most accessible way to track board history — great for spot checks or simple audits.


Heads up: The amount of historical data available depends on your monday.com plan.

Limitations:

  • It’s read-only — you can’t undo or restore from here
  • The log includes every update, so on busy boards it can be hard to trace specific project deliverables or key changes

:card_file_box: Option 2: Use Board Archives as Manual Snapshots

While monday doesn’t offer automatic versioning, you can create your own snapshot workflow:

  1. At the end of each sprint/month:
  • Duplicate the board
  • Rename it (e.g., Marketing Sprint - March Snapshot)
  • Move it to a “Snapshots” workspace or archive it
  1. That copy preserves the exact board state at that time

:locked_with_key: Option 3: Enterprise-Level Backups (via Support)

If you’re on an Enterprise plan, monday.com maintains internal backups.

  • These are not self-service
  • But monday support may be able to restore board data in certain cases

:envelope_with_arrow: If critical data was lost (due to error or automation), reach out to support promptly.

:incoming_envelope: Option 4: Automate Backups with Board Email Reports

If you want a consistent, structured way to see how your board changed over time — without manual snapshots or digging through the Activity Log —

…try using our app: :open_mailbox_with_raised_flag: Board Email Reports.

It helps you:

  • :stopwatch: Track how your project deliverables evolved over any reporting period (weekly, monthly, or custom)
  • :outbox_tray: Send automated Excel reports straight to your email
  • :bar_chart: Summarize changes clearly: what changed, when, and who changed it

Common use cases include tracking:

  • :white_check_mark: Status updates (e.g., Done → Stuck)
  • :money_bag: Budget, cost, and revenue changes
  • :hourglass_not_done: Time tracking entries
  • :date: Overdue deadlines and timeline shifts

This gives you a real snapshot of project movement — perfect for:

  • Monthly reports
  • Sprint retrospectives
  • Client updates outside your monday.com account or stakeholder not familiar with monday.com
  • Internal audits or billing justification

:bullseye: Example: Tracking Project Costs Over Time

As a PM, you want to see how project costs evolve monthly.
You can schedule a rule like:

:white_check_mark: The XLS file includes:

This makes it easy to track progress, report to clients, or catch anomalies.


:speech_balloon: Need a Custom Setup?

We’re happy to help you tailor automations:

  • Send reports only when specific conditions are met
  • Combine multiple columns in one report
  • Add triggers for sending reports (for example, when a task is Done)
    Just reach out to our team.
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