Summarize content with report builder

With summaries, you can extract key information from your report in just a few clicks using functions to calculate totals for the whole report and each grouping. 

Who can use this?

Plans:

  • Smartsheet
  • Business
  • Enterprise

To use the Summarize tab

  1. Select the Summarize tab on the toolbar to open the Summary settings. 
  2. Choose the fields you’d like to summarize. 
  3. Select how you’d like to summarize the field(s) in the correct dropdown list.

The summary options for each field vary depending on the column type:

  • Symbol: Count
  • Text/Number: Sum, Count, Average, Min, Max
  • Date: First, Last, Count
  • Dropdown (Single Select): Sum, Count, Average, Min, Max
  • Contact: Count
  • Checkbox: Count
  • Auto-Number/System: Count

Summarize source columns with a currency format

If you want to use the SUM function for data in a currency format, double-check your source sheet. Ensure all cells in the source column use the same currency. Smartsheet can't compute the total amount if the currency format is incorrect.