Learning Track
This Help Article appears in the Level 2: Intermediate Users learning track. Get the most out of this learning track by starting at the beginning.
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Build a row report
Applies to
Smartsheet
- Pro
- Business
- Enterprise
This Help Article Appears in the Following Learning Tracks
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
- On the left Menu bar, select Solution Center
. - Then, click Create > Report.
- 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.
- Group - Categories help you easily access the information you need.
- Summarize - Define key metrics to help you make informed decisions.
Similar to this example, you can summarize information according to their status.
- Sort - Arrange the information in a particular order.
