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

Select the Summarize tab on the toolbar to open the Summary settings.
Choose the fields you’d like to summarize.
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. Make sure all cells in the source column have the same currency. Smartsheet won’t be able to compute the total amount if the currency format is inaccurate.