Use card view in reports

Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

What you can do in card view depends on the sharing permission level you have in the sheet. For details about specific actions, you can take in card view, review this table.

Card view gives you quick and actionable insight into the status of work across all your projects by visualizing tasks as cards that can be dragged and dropped across lanes.  

Now, with card view in reports, you can combine your project sheets into one report, then view in card view to quickly answer questions like:

  • Which tasks are high priority across projects?
  • How many issues are in the Implementation stage?
  • Which designer has the most requests?

If you use card view in sheets, you are already familiar with viewing information in cards. Card view in reports works similarly.

Learn more about card view here

Things to know about card view in reports:

  • If a report has more than 2,500 rows, it will not display in card view.
  • Card view works with row reports only. It is not compatible with sheet summary reports.
  • The hierarchical relationship between parent and child tasks (subtasks) will not be visually represented in Card view.
  • Reports cannot be displayed in card view when viewed in the following areas:
    • Dashboard report widget
    • Dynamic View
    • WorkApps 
    • Mobile app 

Move a card

Cards appear in the same order as in the grid view for your report by default when you first open a report in Card View. 

  • To move a card between lanes, drag it from one lane to another. 

When you move a card between lanes, the field value changes to reflect the value of the lane into which you moved the card. For example, if you move a card from a lane named Client Summary to one named Pending Sale, the field value for State will change from Client Summary to Pending Sale. You’ll see the state change if you open the card to edit it or if you switch to grid view, where the cell in the State column will show Pending Sale.

  • To move a card within a lane, drag it up or down within the lane. 

When you move a card within a lane, you will change the ranking of the card. For example, moving the card up higher within a lane will have higher priority than the cards below it. To lower a card’s priority, drag it lower within the lane. 

Moving a card up or down within a lane won’t affect its content. The change will only affect the card’s ranking (or ordering) in card view. Moving the card does not affect row order in the report’s grid view or the source sheet(s). 

You can rank cards independently in each lane. For example, you can rank cards in View by Status and then switch to View by Assignee and rank cards separately. The rank is stored for each View By breakout and appears for all report viewers.

Edit a card

  1. Double-click on the card you want to update. 
  2. Make your updates and select Save. Refresh the report to see the change displayed.
  • Select Cancel to close the card without saving any changes. 

Notes: 

  • Changes made to a card in your report will update the underlying sheet.
  • A card’s task color is inherited from the sheet. You cannot change the color in the report.