Build a row report

Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

People with Admin permissions can edit report settings. 

With a row report, you can:

  • Create filters for relevant information in a sheet
  • Restrict users to editing only the important columns or rows
  • Combine information from multiple sheets into a single report

There are two types of reports:

  • Row report: Add rows from multiple sheets into one report
  • Sheet summary report: Add multiple sheet summaries into one report

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

Create a Row report

  1. On the left Menu bar, select Solution Center Solution Center icon.
  2. Then, click Create > Report.
  3. Create a Row report. You’ll find your new report in the sheets folder.

Configure the report

Use these tabs to set up the information you need to add in the report: 

  • Source Sheets - Select the sheets which have the data you need for your report.
  • Columns to Display - From the source sheets, select columns you want to add to your report.
  • Filter Criteria - Identify the data your report should pull from the source sheets.

The filter shows requests to be delivered via email.

Filter criteria

  • Group - Categories help you easily access the information you need.

Group

  • Summarize - Define key metrics to help you make informed decisions.

Similar to this example, you can summarize information according to their status.

Summarize

  • Sort - Arrange the information in a particular order.

Sort