Build a Row Report with Report Builder
This Help Article Appears in the Following Learning Tracks
Who can use this capability
People with Admin permissions can edit report settings.
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:
- Select the Menu icon (upper-left corner of the Smartsheet window) > Home.
- Select the Solution Center (plus) icon.
- In the left panel, select Create, and choose the Report tile.
- Enter a name for your report, select Row report and click OK.
Your new report is created in the Sheets folder.
Step 2: Configure the Report
Build your report using the tabs across the upper toolbar.
From the toolbar, you can configure the following:
- Source Sheets
- Columns to Display
- Filter Criteria