From install to your first cross-board total, in minutes.
Apex rolls up numbers scattered across many monday boards into one real column on your summary board: sortable, filterable, and automation-ready. Setup is a one-time job. Here is the whole path, step by step.
- 1. A summary board with at least one Number column to hold a rollup result
- 2. One or more source boards that have a number column you want to aggregate (amounts, counts, hours, and the like)
- 3. Permission to install apps on your monday account (a one-time authorization)
No external accounts, no spreadsheets, and no other tools. Apex runs entirely inside monday and reads and writes only the boards and columns you choose.
- STEP 01Install the app
Open the monday apps marketplace, find Apex - Cross-Board Rollup, and click Install. Choose the account you want to install it on and confirm.
Installation is free. The Free plan is enough to follow this whole guide.
- STEP 02Add the view to your summary board
Decide which board should hold your totals. This is your summary board: a board where each item is a metric you want to track (for example, an Executive Summary board with items like Total revenue, Open deals, and Hours logged).
That board needs at least one Number column to receive a rollup result. Then click + Add view at the top of the board, pick Apps, and select Apex - Cross-Board Rollup. The app opens as a new tab on that board.
- STEP 03Connect your monday account
The first time you open the view, you'll see a Connect account banner. Click Connect account and authorize the app.
Running a rollup writes a total back to your board, which needs a one-time authorization. This lets Apex read the source boards you choose and write the computed result into the column you pick. It only writes to the target columns you configure, never your other data.
- STEP 04Build a rollup
In the New rollup form, give the rule a name (for example, Total deal value). Choose the aggregation: SUM, COUNT, AVG, MIN, or MAX.
Under Source boards, tick every board you want to aggregate from. This is the point of Apex, so pick as many as you like across your account. Then choose the Source column (the number column to aggregate, matched by title across the boards you selected). COUNT needs no column, it counts items.
Finally, under Write result to, pick the item and the Number column on this board where the total should land, and click Add rollup.
- STEP 05Refresh and read the result
Your rule now appears under Rollups on this board. Click Refresh now. Apex reads every source board, computes the aggregate, and writes it into the column you chose; you'll see a green confirmation with the value it wrote.
Switch to your Main table view and you'll see the total sitting in a real, editable Number column, not a read-only mirror. That means you can sort by it, filter on it, and trigger when column changes automations from it, which mirror columns can't do. Re-run Refresh now whenever your source data changes.
- STEP 06 · OPTIONALExport a branded report
Want a one-page report for leadership? First set your branding once: in the Branding section, add your company name, an optional subtitle, and an optional logo, then Save branding. It's reused on every report.
Then click Export report, set a title and period label, and click Generate report. Apex opens a one-page KPI report in a new browser tab, with your branding and a per-board breakdown, ready to Save as PDF from your browser. No external tools.
Any board you point the view at. Apex writes each rollup into an item and Number column on that board, so it works best on a board where items represent the metrics you're tracking. You can add the view to more than one board, and each board manages its own rollups.
Number columns. When you pick source boards, Apex offers the number columns those boards share, matched by column title, so the same rule works across boards with the same structure. COUNT is the exception: it counts items and needs no column. If the source-column dropdown is empty, the boards you selected don't share a number column with the same title.
It only writes to the specific target column you choose for each rollup. It never edits your other columns or items. Source boards are read-only to Apex, it reads the numbers to compute the total and writes nothing back to them.
Yes, and that's the point. Because Apex writes a real Number column (not a read-only mirror or a dashboard-only widget), the value behaves like any column you typed by hand: sort, filter, and when column changes automations all work on it.
On demand. Click Refresh now on a rule and Apex recomputes it from the current source data and rewrites the total. Run it whenever your numbers change.
Yes, there's a Free plan you can start on, billed through monday's marketplace if you later move to a paid plan. This guide, install to first exported report, works entirely on Free.