Build a Row Report with Report Builder

Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

People with Admin permissions can edit report settings. 

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

If you’re building a sheet summary report, see Create a Portfolio View With a Sheet Summary Report.

Step 1: Create the Report

You’ll create your report in the Report Builder. Here’s how to get started:

  1. Select the Menu icon (upper-left corner of the Smartsheet window) > Home.
  2. Select the Solution Center (plus) icon.
  3. In the left panel, select Create, and choose the Report tile.
  4. Enter a name for your report, select Row report and click OK.
    Name Your Report
    Your new report is created in the Sheets folder.

Step 2: Configure the Report

Build your report using the tabs across the upper toolbar.

Report Builder Toolbar

From the toolbar, you can configure the following:

  • Source Sheets
  • Columns to Display
  • Filter Criteria
  • Group
  • Summarize
  • Sort