Save, print, or export Resource Management reports

You can save your reports and return to them whenever you need to. Resource Management automatically formats your reports so they're PDF-friendly and printable.

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Resourcing Administrator
  • Portfolio Editor
  • People Scheduler
  • Portfolio Reporter
  • Project Editor

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Reports saved to your personal page (My Work) appear on the left sidebar. Reports saved to the Reports page appear in the middle of the Reports page under Saved Reports.

Reports saved with a predefined time frame pull data relative to today (including data from last month, the next week, and the next 90 days). If you want to set a fixed time frame for the report, use the custom date range.

Save a report

  1. Open the report and select Save in the upper right corner. An options window appears to save the report.
  2. Name the report and select where to save it.
    • If you save the report to your personal page (My Work), only you can see the report.
    • If you save the report to the Reports page, all users in your Resource Management plan with the appropriate permissions can view the report. 
  3. Select Save.

Save and print a report as a PDF

Printing a report saves the report to a PDF file on your computer and prints it.

Open the report on your computer and then save and print it in one of these ways.

  • On a Mac keyboard, select Command + p.
  • On a PC, select File > Print.
  • In your browser, select an option to print the report (for example, File > Print) or to save it as a PDF file.

When you print or save the report, most interfaces provide an option to specify the file's destination on your computer. Remember the filename and destination, so you can view the file later on your computer.

Export as a CSV

The type of report you create and the filters you specify determine the columns of the CSV file (CSV) you export. The CSV includes only the collapsed row information -- it excludes all other details, such as those visible in Resource Management when you expand a report row.

Advanced reports

Advanced reports are accessible in Smartsheet. You can create advanced reports from the reports you save in Resource Management. If you save a report to your personal page and then make it an advanced report, it also appears on the Reports page for all users to see with the appropriate permissions.

In Resource Management, you cannot change the grouping settings or report type for an advanced report that is already created. If you need to update any of these settings, you must create a new advanced report. 

The Saved Reports section on the Reports page, shows the last time each report's data was refreshed and if there were any errors.

In Smartsheet, you can apply different filters and grouping settings to the data and save your changes. When the advanced report refreshes, new data is pulled in, but your saved filters and grouping settings still apply.