Select Source Sheets for Report Builder

Applies to

  • Pro
  • Business
  • Enterprise

Select the source sheets button to choose the sheets, folders, and workspaces that you want to include in the report. Sheets that you have created or that have been shared to you are available from this list. You can find sheets by scrolling or by typing into the source sheets search bar.

Select Source Sheets

To have the report automatically include new sheets, you can reference an entire workspace. When a new sheet is added to the workspace, the report will reference it automatically. More on workspaces can be found in the Managing Items in a Workspace help article.

Keep the following in mind:

  • You must select at least one sheet, folder, or workspace from the sheet tab before the other options (Columns to Display, Filter Criteria, Group, Summarize, Sort) become available in the Report Builder.
  • If you select a folder, new sheets added to that folder after you've selected it won't be included in your report. To include newly added sheets, remove the folder from the sheet tab then add it back.
  • The formatting (cell, font color, background color, bold text, and so on) that appears in a report is based on the formatting in the source sheet.
  • Row hierarchies from the source sheet aren't displayed in reports.
  • Cells containing formulas can't be modified from a report.

If dependencies are enabled on a sheet:

  • The End Dates for rows in those sheets aren't editable from a report because they are calculated automatically based on the dependency settings. You can instead edit the Start Date and Duration in the row to automatically recalculate the End Date.
  • The Start Date of any task that is driven by a predecessor won't be editable from a report. You can instead change the Start Date or Duration of the predecessor task to automatically recalculate the dates associated with dependent tasks.