Overview: Report Types

Similar to a sheet, you can send, share and publish a report. You can also edit, group, summarize, and sort the data in the report.

Reports are bi-directional, this means that the information updated on a report will automatically update back to the underlying sheets and vice versa. 

You can share reports with anyone who is also shared to the underlying sheets populating the report. If you do not want to share the underlying sheets to your audience, publish your report, or display it in a dashboard. This way you ensure your audience only sees the high-level information you want to display.

Note that a report is different from a sheet because no information is stored within it (instead, it displays information stored in sheets). Because of this difference, reports do not count against the sheet limit for your account.

There are two types of reports available: row reports and sheet summary reports. 

Row Reports

With Row Reports, you can aggregate row information from multiple sheets. For example, you can create a report to see all your high-priority incomplete tasks, pulled from multiple sheets.

See Build a Row Report with Report Builder to learn more. 

Sheet Summary Reports

With Sheet Summary Reports, you can display summary data from multiple sheets. Sheet summary reports are a great way to get a high-level overview of multiple projects or to highlight portfolio-level metrics in a dashboard.

These reports aggregate sheet summary fields from one or more sheets into a single report to surface key metrics based on report criteria.

See Create a Portfolio View With a Sheet Summary Report for more on building a sheet summary report.