Applies to

Smartsheet
  • 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.

PLANS

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Reports are bidirectional, this means that the information updated on a report automatically updates back to the underlying sheets and vice versa. 

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.

  • You can share reports with anyone who is 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 account.

 

There’s a limit to the number of sheets that can be the source of your report: 30 000. 

 

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.

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