Export data from reports

You can export data from the Reports page for use in invoicing, importing into other tools, or custom reports using pivot tables in Excel.

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Resourcing Administrator
  • Portfolio Editor
  • People Scheduler
  • Portfolio Reporter

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Reports provide valuable data. Exporting data can expand what you can do with it.

Export data

  1. In the top navigation, select Reports. 
  2. Select a saved report or create a new report. See the reports overview for details.
  3. In the upper-right corner of the report, select Export.
  4. Select a format for your file. 

Export data for a large report

You have a second option when you create a new report. You can receive an email with the underlying data in a CSV. Emailed CSV links are not subject to Resource Management's report size limit so they are an excellent way to export large datasets for advanced analysis in other tools.

Request Underlying Data isn't available for utilization reports. 

  1. In the top navigation, select Reports.
  2. Select the New Report button.
  3. Select the type of report you want and then select the Request Underlying Data button. 

When the CSV is ready, you will receive an email notification (including a link to download the CSV file) at the email address associated with your Resource Management account. Depending on the report scope and system load, it may take up to 24 hours to receive the email.

Selecting Export the underlying data report gives you a report that contains all the attributes related to people, projects, and assignments. Selecting Export this report to CSV gives you a CSV with the same data shown in Resource Management.

When you export a summary report CSV, the column order may change, and any applied filters will appear in the CSV as well. 

Advanced reports

If your organization has a Business or Enterprise Smartsheet plan and uses Smartsheet authentication, then you can further analyze and share the data from your reports in Smartsheet by creating advanced reports. Advanced reports allow you to keep your data in the Smartsheet ecosystem to run advanced analyses and manipulate data. With your reporting data in Smartsheet, you can use Bridge, Data Shuttle, Data Mesh, and more of Smartsheet’s advanced capabilities.