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This Help Article appears in the Smartsheet Intermediate learning track. Get the most out of this learning track by starting at the beginning.
Summarize Content to Extract Key Information with Report Builder
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Smartsheet
This Help Article Appears in the Following Learning Tracks
With Summaries, you can quickly extract key information from your report in just a few clicks, using functions to calculate totals for the whole report and each grouping. In the example below, we see a Count of Row IDs or total requests, a Count of Urgent requests, and a Sum of Hours spent working on requests:
Select the Summarize tab to open the Summary settings, and choose the fields you’d like to summarize. Once a field is chosen, choose how you’d like to summarize the field using the dropdown on the right.
The summary options for each field will vary based 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
- Autonumber/System: Count