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
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.
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.
