Build a row report

Learn how to build a row report. 

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions:

  • Admin

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

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.

 

You can add rows from multiple sheets into a single report using a row report. If you need to add multiple sheet summaries into one report, create a sheet summary report. 

Create a row report

  1. Select the +Create icon on the left navigation bar.
  2. Select Report.

  3. Then select the Row Report option.

    Create a new report screen

Learn how to add a new report in an existing workspace. 

Configure the report

If you 're working with large amounts of data, consider applying additional summary filters to the report during configuration. Sheet name, Created (date), and Modified (date) can limit the data included and help your reports run more efficiently. 

Source sheets

Source sheets are the sheets you want to pull in data from for the row report. You can select a report’s source sheets individually or by selecting their workspaces.

You can have up to 30,000 source sheets for the report. You cannot use reports as source sheets for other reports. 


All sheets in a selected workspace are source sheets. Any sheets added to the workspace become source sheets.

 

If you unselect any sheet from a selected workspace, Smartsheet unselects the workspace, and new sheets added to the workspace don’t automatically become source sheets.

 

Columns displayed

In the columns displayed dropdown, select the columns from your source sheets that you want to add to your report. You can have up to 400 columns selected. 

build a row report

 

Filter criteria

Set filter criteria to filter the data that gets pulled into your report from the source sheets. Only the data that meets your filtering criteria is displayed in the report. 

build a row report

 

Group

Organize your data into groups that make it easy for you to access the information you need. 

build a row report

 

Summarize

Summarize your data by defining key metrics to inform your decisions. Summary data is always displayed in the grouping row and cannot be formatted differently. 

build a row report

Sort

Sort the data in each group in a particular order: Oldest to Newest or Newest to Oldest. 

build a row report