Applies to
- Pro
- Business
- Enterprise
Report types
Compile information from multiple sheets and show only items that meet the criteria you specify. You can consolidate key tasks and milestones into an overview for stakeholders, or create different views for various initiatives.
Who can use this?
Plans:
- Smartsheet
- Pro
- Business
- Enterprise
Reports are bidirectional, which means that the information updated on a report automatically updates back to the underlying sheets and vice versa.
Like a sheet, you can send, share, and publish a report. You can also edit, group, summarize, and sort the data in the report.
- You can share reports with anyone also shared to the underlying sheets populating the report.
- If you don’t want to share the underlying sheets with your audience, publish your report or display it in a dashboard. This way, you ensure that your audience only sees the high-level information you want to display.
Note that because it doesn’t store any information, reports only display information stored in sheets. That’s why reports don’t count against the sheet limit for your plan.
Your report can source data from a maximum of 30,000 sheets.
Two types of reports are 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.