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.
USM Content
Reports are bidirectional, meaning the information in a report automatically updates the underlying sheets, and vice versa.
You can send, share, and publish a report like a sheet. You can also edit, group, summarize, and sort the data in the report.
- You can also share reports with anyone who has been shared to the underlying sheets that populate 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 your audience only sees the high-level information you want to display.
Reports don't store any information; they 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.
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.
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, surfacing key metrics based on report criteria.