Build a Row Report with Report Builder

Applies to

  • Pro
  • Business
  • Enterprise


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:

  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