Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

Users with Admin permissions can edit report settings. 

Build a row report

With a row report you can create filters for relevant information in a sheet, restrict users to editing only the important columns or rows and combine information from multiple sheets into a single report.

PLANS

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions

Users with Admin permissions can edit report settings. 

You can add rows from multiple sheets into one report with 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 Browse tab, then select Workspaces.
  2. Find the workspace you want the report to live in. Select workspace name to open it. 
  3. Select Create.
  4. Select Report.
  5. Then select the Row Report option.

Configure the report

If you are working with large amounts of data, consider applying additional summary filters to the report when you configure it. 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 have up to 30,000 source sheets for the report. You cannot use reports as source sheets for other reports. 

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. 

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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 will be displayed in the report. 

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build a row report

 

Group

Organize your data into groups which help you easily access the information you need. 

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build a row report

 

Summarize

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

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build a row report

Sort

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

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build a row report
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