![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-21-19-49.png\")
Item History & Snapshots Reporter helps you investigate changes to your monday.com boards, examine historical item data, and compare item values between different points in time.
\nThe application provides three reporting capabilities:
\nItem History — Investigate board activity, including what changed, when it changed, who made the change, and the previous and new values.
\nItem Snapshot — Examine item data at a selected point in time.
\nItem Snapshot Comparison — Compare item data between two points in time to identify changes.
\nThe application also includes advanced search and filtering, charts, configurable tables, and data export.
\nBefore using Item History & Snapshots Reporter, the application must be installed in your monday.com account.
\nSign in to your monday.com account.
\nOpen the monday.com Apps Marketplace.
\nSearch for Item History & Snapshots Reporter.
\nOpen the application's Marketplace listing.
\nClick Install app.
\nFollow the installation prompts.
\nSelect the applicable plan if prompted.
\nApprove any required permissions and complete installation.
\nDepending on your monday.com account settings, administrator approval may be required.
\nImportant: Installing the application makes it available in your monday.com account. It does not automatically add the application to every board.
\nItem History & Snapshots Reporter operates as a monday.com board view.
\nYou must add the application view to each board where you want to use it.
\nNavigate to your monday.com workspace.
\nOpen the board you want to investigate.
\nLocate the board view tabs near the top of the board, next to Main table.
\nClick the + button beside the existing board view tabs.
\nOpen the available views or apps section.
\nLocate Item History & Snapshots Reporter among your installed applications.
\nSelect it to add the view to your board.
\nIf the application is not immediately visible, use the view selection dialog to locate installed apps.
\nOnce added, the application appears as a new tab alongside your other board views.
\nClick its tab to open the reporting interface.
\nThe application header displays the currently selected board.
\nImportant: Adding the view to one board does not automatically add it to other boards. Repeat this procedure for additional boards.
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-22-50-39.png\")
The application provides a search interface followed by reporting results.
\nThe main components are:
\nFind activity
\nDefines the historical data to retrieve using dates, item names or IDs, groups, columns, and users.
\nFilter change history
\nApplies additional filtering to the retrieved history using change types, event descriptions, and old or new values.
\nReport results
\nDisplays the information in tables or charts, depending on the selected report.
\nAt the top of the application, the Search Mode, Report Type, and Save Search controls are available.
\n| Report | \nPurpose | \n
|---|---|
| Item History | \nInvestigate historical changes and board activity | \n
| Item Snapshot | \nView item values at a selected historical point | \n
| Item Snapshot Comparison | \nCompare item values between two historical points | \n
Select the required report using the Report Type dropdown.
\nThe Item History report provides a chronological record of board activity.
\nIt allows you to investigate questions such as:
\nWho changed an item's status?
\nWhen was a priority changed?
\nWhat was the previous value of a column?
\nWhich items were modified by a particular user?
\nWhat activity occurred during a specified period?
\nAll fields in the Find activity section act as optional filters that determine which historical records are initially retrieved.
\nIf a field is left empty or no selection is made, no filtering is applied for that criterion. For example:
\nIf no dates are specified, all available historical dates are considered.
\nIf no groups are selected, activity from all groups is considered.
\nIf no columns or targets are selected, activity is not restricted to specific columns or targets.
\nIf no users are selected, activity performed by all users is considered.
\nIf no item name or ID criteria are provided, activity is not restricted to specific items.
\nWhen multiple criteria are specified, they are combined to narrow the retrieved results.
\nThis initial filtering is separate from the Filter change history section, which applies additional filters to the records already retrieved.
\nOpen the application.
\nLocate the Report Type dropdown.
\nSelect Item History.
\nThe Find activity section provides the available search criteria.
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-22-51-43.png\")
The Search Mode dropdown controls how search criteria are selected.
\nSelect Manual to enter search criteria directly.
\nThe interface also includes a Save Search button for retaining search configurations.
\nUse these controls to define the historical period you want to investigate.
\nEach boundary includes a dropdown and a date input.
\nChoose the desired option from the Date From dropdown.
\nEnter or select the starting date when applicable.
\nChoose the desired option from the Date To dropdown.
\nEnter or select the ending date when applicable.
\nThese fields allow you to restrict the historical activity search to the period of interest.
\nEnter text that must appear in the item name or ID.
\nExamples:
\n13483864461
Release
Sprint
Use this field to narrow the search to particular items.
\nEnter text to exclude items whose names or IDs contain the specified value.
\nThis is useful when you want to eliminate unrelated items from the search.
\nThe Group field allows you to select one or more groups from the current board.
\nClick Search groups.
\nFind the groups you want to include.
\nSelect one or more groups.
\nLeave the field empty if no group restriction is needed.
\nUse Column / Target to select one or more columns or activity targets.
\nClick Search columns or targets.
\nFind the relevant columns or targets.
\nSelect the desired entries.
\nColumn selections are used when querying monday.com. Target selections filter the returned activity.
\nThe Changed By field allows you to restrict activity to selected users.
\nClick Search people by name.
\nFind the relevant users.
\nSelect one or more people.
\nThis is useful when investigating changes performed by particular team members.
\nAfter selecting the desired criteria:
\nClick Search history.
\nWait for the application to retrieve the activity.
\nReview the results in the Activity log.
\nThe number of loaded events is displayed above the results.
\nAfter retrieving activity, you can apply additional filters without defining a new historical search.
\nThe Filter change history section provides filters for events, change types, and previous or new values.
\n[INSERT SCREENSHOT 3 — Filter change history section showing all available controls.]
\nSelect one or more change types to include in the results.
\nThis allows you to focus on particular categories of changes.
\nEnter text that must appear in the event description.
\nExample:
\nUpdate Column Value
Enter text to exclude events containing a particular phrase.
\nExample:
\nCreate Group
Find changes where the previous value contains specified text.
\nExample:
\nDone
This can identify changes made to items that previously had the value Done.
\nExclude changes where the previous value contains specified text.
\nFind changes where the new value contains specified text.
\nExample:
\nStuck
This can identify changes that resulted in a Stuck status.
\nExclude changes where the new value contains specified text.
\nEnter the desired filter values.
\nSelect any relevant change types.
\nClick Filter Change History.
\nReview the filtered activity.
\nText matching ignores capitalization.
\nThe Find activity and Filter change history sections serve different purposes:
\nFind activity determines which records are retrieved.
\nFilter change history narrows the records already loaded.
\nThe Activity log presents historical events in a table.
\nEach row represents an activity record returned by the search.
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-23-06-34.png\")
| Column | \nDescription | \n
|---|---|
| Changed at | \nDate and time of the activity | \n
| Item ID | \nIdentifier of the associated item | \n
| Subject | \nName or description of the affected item or subject | \n
| Group | \nAssociated board group | \n
| Parent | \nParent item information, where applicable | \n
| Changed by | \nUser associated with the activity | \n
| Event | \nActivity event | \n
| Column / Target | \nColumn or target affected by the event | \n
| Change type | \nClassification of the change | \n
| Old value | \nValue before the change | \n
| New value | \nValue after the change | \n
The table may include both item-related and board-related events.
\nFor column value changes, examine:
\nChanged at to determine when the change occurred.
\nChanged by to identify the user.
\nColumn / Target to identify the affected field.
\nOld value to see the previous value.
\nNew value to see the resulting value.
\nFor example:
\n| Changed at | \nColumn | \nOld value | \nNew value | \n
|---|---|---|---|
| 07/11/2026 | \nProduct status | \nDone | \nStuck | \n
| 07/11/2026 | \nPriority | \nMedium | \nHigh | \n
The table provides sortable column headers.
\nClick a supported column header to change the sorting order.
\nAt the bottom of the table, you can:
\nSelect the number of records displayed per page.
\nNavigate using Previous and Next.
\nEnter a page number in Go to page.
\nClick Go to navigate directly to that page.
\nThe footer also displays the current record range and total number of events.
\nThe Activity Log provides two export options.
\nExport Page
\nExports the records on the currently displayed page.
\nExport All
\nExports the complete result set represented by the report.
\nBoth options allow you to:
\nChoose the file format: CSV or Excel.
\nChoose which columns to export:
\nAll Columns: Exports all available columns, regardless of whether they are displayed on the screen.
\nVisible Columns: Exports only the columns currently displayed in the report, as configured using the Set Visible Columns button.
\nUse Export Page for a limited selection or Export All for the full report.
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-23-04-03.png\")
The Activity log supports graphical reporting.
\nCharts help summarize historical activity and identify patterns without examining every event individually.
\nRun an Item History search.
\nLocate the Table and Charts buttons above the results.
\nClick Charts.
\nThe results switch from the table to a chart.
\n[INSERT SCREENSHOT 5 — Activity log displayed as a bar chart.]
\nUse the Chart By dropdown to choose how the loaded events are grouped.
\nFor example, selecting Event groups activity according to event type.
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-23-05-23.png\")
Use the Chart Type dropdown to choose the graphical presentation.
\nFor example, select Bar to display event counts as bars.
\nClick Table to return to the detailed activity records.
\nCharts provide a summarized view, while the table provides individual event details.
\nThe Item Snapshot report allows you to examine item data at a selected point in time.
\nInstead of reviewing individual changes, this report presents item values in a tabular format.
\nThis is useful when you want to investigate:
\nWhat values items had at a particular date.
\nWhich statuses were assigned at that time.
\nWhat priorities or other column values were recorded.
\nHow the board's item data appeared historically.
\nOpen the application.
\nSelect Item Snapshot from the Report Type dropdown.
\nConfigure the relevant date and item selection criteria.
\nRun the report.
\nReview the resulting Item Snapshot table.
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-23-12-14-2.png\")
Each row represents an item.
\nThe columns display the item's data for the selected snapshot.
\nDepending on the board configuration, the table can include:
\nName
\nParent
\nProgress
\nInitiative
\nType
\nDomain
\nTimeline
\nPriority
\nProduct owner
\nProduct status
\nDesigner
\nDesign status
\nDeveloper
\nDevelopment status
\nEstimated effort
\nThe available columns depend on the board's structure.
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-23-13-36-2.png\")
The Display Type dropdown controls how the report data is presented, similar to switching between rows and columns in a pivot table.
\nTwo display options are available:
\nColumns: Displays the report data vertically, with each reporting period represented as a column.
\nRows: Displays the report data horizontally, with each reporting period represented as a row.
\nBoth options present the same data, allowing you to choose the layout that best suits your analysis or for exporting to other systems, where the Rows format may be more suitable for further processing.
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-23-17-52.png\")
The Select Visible Columns button allows you to configure which columns appear in the report.
\nClick Select Visible Columns.
\nChoose the columns you want to display.
\nApply the selection.
\nReview the updated table.
\nThis is useful when a board contains many columns and you only need a subset.
\nWhen exporting the report to CSV or Excel, you can choose to export either all available columns or only the columns selected for display using the Select Visible Columns button.
\nUse the sortable column headers to organize the results.
\nAt the bottom of the table, use the pagination controls to navigate between pages or change the number of records displayed.
\nUse:
\nExport Page to export the current page.
\nExport All to export the complete snapshot report.
\nThe Item Snapshot Comparison report allows you to compare item data between two selected points in time.
\nThis report is useful for identifying changes that occurred over a historical period.
\nFor example, you can compare:
\nItem priorities before and after a sprint.
\nProduct statuses at the beginning and end of a reporting period.
\nChanges to assignments or other board column values.
\nHistorical item data across two selected dates.
\nOpen the application.
\nSelect Item Snapshot Comparison from the Report Type dropdown.
\nConfigure the two historical points to compare.
\nSelect any relevant item or column criteria.
\nRun the comparison report.
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-23-22-18.png\")
The report displays corresponding values from the two selected historical points.
\nColumns use the following naming convention:
\nColumn Name (From) — Value at the first historical point.
\nColumn Name (To) — Value at the second historical point.
\nFor example:
\n| Priority (From) | \nPriority (To) | \n
|---|---|
| Medium | \nHigh | \n
| Low | \nLow | \n
| High | \nHigh | \n
This allows you to distinguish changed values from unchanged values.
\nSpecial Cases
\nItem did not exist: If an item did not exist at the selected snapshot date, all its column values for that historical point are displayed as N/A.
\nEmpty column value: If the item existed at the selected snapshot date but a particular column had no value, that column is displayed with an empty colored badge.
\nThis distinction allows you to identify whether an item did not yet exist or simply had no value assigned to a particular column.
\nThe comparison report visually highlights certain differences between values.
\nFor example:
\nPriority: Medium → High
\nProduct status: Not Started → Working on it
\nDesign status: Not Started → Stuck
\nUnchanged values can also be displayed, allowing you to compare the complete item data rather than only modified fields.
\nDisplay Type: Table
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-23-26-07.png\")
Display Type: Rows
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-23-29-35.png\")
Click Select Visible Columns to control which columns appear in the comparison.
\nThis is particularly useful because each compared field may require separate From and To columns, making the report wider than a standard snapshot.
\nIf the comparison contains more columns than fit on the screen, use the horizontal scrollbar at the bottom of the table.
\nUse the records-per-page selector, Previous and Next buttons, or Go to page control to navigate the results.
\nUse:
\nExport Page for the currently displayed records.
\nExport All for the complete comparison report.
\nThe application provides a Save Search button in the search section.
\nSaving a search allows you to retain a configured set of search criteria for later use.
\nSaved searches allow you to reuse previously configured search criteria without having to enter them again.
\nTo save a search:
\nSelect the desired report type.
\nConfigure the search criteria.
\nExecute the search.
\nOnce the search has been performed, the Save Search button becomes enabled.
\nClick Save Search.
\nChoose where to save the search:
\niMy List: The saved search is private and available only to the user who created it.
\nAccount Shared: The saved search is shared and available to other users within the same Monday.com account.
\nComplete the save operation using the controls presented by the application.
\nNote: The Save Search button is enabled only after a search has been performed.
\n![\"\"](\"https://docs.simitechsoft.com/media/posts/1/Screenshot-from-2026-11-07-23-34-46-2.png\")
To reuse a saved search, select it using the Search Mode dropdown.
\nSaved searches eliminate the need to repeatedly configure the same search criteria and are particularly useful for recurring investigations and reports.
\nAccount Shared searches also allow teams to reuse consistent reporting criteria, ensuring that different users can generate reports based on the same configuration.
\n\n
Select Item History.
\nEnter the relevant item name or ID.
\nSelect the status column in Column / Target.
\nClick Search history.
\nExamine the Changed at, Changed by, Old value, and New value columns.
\nSelect Item History.
\nRun the historical activity search for the desired period.
\nIn Filter change history, enter Stuck in New Value Contains.
Click Filter Change History.
\nReview the matching events.
\nSelect Item History.
\nSelect the relevant person in Changed By.
\nSet the desired date boundaries.
\nClick Search history.
\nReview the activity table or switch to Charts for a summary.
\nSelect Item Snapshot.
\nConfigure the desired historical date.
\nRun the report.
\nUse Select Visible Columns to focus on the required fields.
\nExport the results if needed.
\nSelect Item Snapshot Comparison.
\nConfigure the two dates.
\nRun the comparison.
\nExamine the From and To values.
\nIdentify changes in statuses, priorities, or other fields.
\nExport the comparison if required.
\nYes. After installing the application in your monday.com account, add it as a board view to each board where you want to use it.
\nNo. Installation makes the application available. You must add the view using the board's + button.
\nItem History displays individual historical activity records.
\nItem Snapshot displays item values at a selected point in time.
\nItem Snapshot displays item data for one historical point.
\nItem Snapshot Comparison displays corresponding values from two historical points, allowing you to identify differences.
\nYes. Use the Changed By field to select one or more people.
\nYes. Use the Old Value and New Value contains or does-not-contain filters.
\nNo. Text matching in Filter change history ignores capitalization.
\nYes. Select Charts in the Activity log and configure the available chart grouping and type.
\nYes. The report tables provide Export Page and Export All options.
\nYes. Use Select Visible Columns.
\nYes. Add the application as a board view to each required board.
\nItem History & Snapshots Reporter is developed by Simitech Ltd.
\nFor product information, documentation, and support, visit:
\n\nThis documentation is available at:
\n", "author": { "name": "Simitech" }, "tags": [ ], "date_published": "2026-11-07T21:14:08-06:00", "date_modified": "2026-11-08T01:13:27-06:00" } ] }