Build report widgets

Users shared to the dashboard don't always need access to the underlying sheets to see the content of the report. You have control over what viewers can see from the report.

To add a report widget

• In the right toolbar, select Add widgets > Reports.

You must be an Owner or Admin on the source report to use the report in a widget.

Edit the widget title

By default, Smartsheet shows the title of the source report. If you want to edit the title of your report widget, follow these steps:

1. In the Report Widget pane, expand the Title section. 

2. In the box below the Show title toggle, modify the title of your report widget.
    

   You can edit the default title directly in the report widget. To do this, double-click the Report Widget and select the title section to change the title.

3. Optional: In the Title Styling section, edit the text format of your title. 
    

   After you double-click the report widget and select its title section, a toolbar appears. Use that toolbar to edit the text format directly in the report widget.

Set the widget behavior

In the Widget Behavior section, select what should happen when a user clicks the report widget:

• Take no action - Keeps your report widget static
• Open the data source - Leads the user to the source report 
• Open another site… - Leads the user to a site relevant to the report
• Open a Smartsheet item - Leads the user to a Smartsheet item relevant to the report 

Control what the user sees in the report widget

In the Viewer Mode section, select either of these options:

• Last widget editor
• Their own perspective

After modifying your report widget, select Save.

Learn more about controlling widget content when the source is a report. 

Display attachment and comment columns in report widgets

You can display attachment and comment columns in a report widget on a dashboard. However, keep in mind that reports don’t store attachments directly, as those are attached to specific rows or comments on the source sheet.

To access attachments from a report, select the Attachments icon next to the row number to preview or download row attachments.

Things to know when using the report widget

• A maximum of 150 rows can appear from the report. If you need to display more than that on a dashboard, you can create multiple reports and report widgets.
• The report widget won’t show any data if you publish your dashboard with the Their own perspective viewer mode on. This message also appears in the report widget: This widget has an advanced option applied and can’t be displayed in a published dashboard.
• The Attachments and Comments columns from the report don't appear in the widget.
• You can only display Grid and Gantt Views in the widget.
• When you use the Save as New option (File > Save as New) to copy a dashboard with report widgets, you must be an Admin in the underlying report for the copied dashboard to reflect the information in your report. 

Removing the user who created a report or chart widget

You can revoke access from a collaborator who created a report or chart widget from the dashboard or the source data. You can remove their access to the report, chart widget, or the underlying source data, and the widget stops displaying the report data. Instead, it shows an error message.

You must be an Admin on the dashboard and a Viewer on the sheet or report.

To remove a collaborator's sharing permissions but still keep the data on the dashboard, make one of the following adjustments:

• Create a copy of the dashboard.
• Edit the widget, and reselect the desired sheet or report.