Access and navigate the reports dashboard

The reports dashboard allows you to view and print various reports.

Who can use this?

Plans:

  • Brandfolder

Permissions:

  • Admins

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

Access the reporting dashboard

Access the reporting dashboard by selecting the Reports menu tab on the left-hand side of your screen.  

Reports page permissions:

  • Any user with Admin permissions is able to access the reporting dashboard.
  • Any user with Author or Designer permissions can be provided access by contacting your Central Marketing team.

Dashboard basic navigation

  • Menu bar– positioned on top of the dashboard. On the left side of the menu bar, you’ll find the Undo, Redo, and Reset buttons. As you interact with the dashboard, you can use these as tools to help you explore, knowing that you can change your view without losing anything. 
  • Dashboard sheets– your dashboard has multiple sheets, and these display as tabs across the top of the dashboard. You can navigate between different sheets by simply left-clicking the tabs. The general dashboard sheets include the following:
  • Account Overview - This is the main dashboard sheet that tracks the overall activity and provides reporting insights into your Content Automation account.
  • Leaderboard - this sheet shows the most active and least active items in a leaderboard format.
  • Users - all things related to Content Automation users are found in this dashboard sheet.
  • Teams - all things related to teams are found in this dashboard sheet.
  • Templates - all things related to Content Automation templates, including individual template activity, are found in this dashboard sheet
  • Project Kits - all things related to project kits, including individual project kit activity, are found in this dashboard sheet

You may see more dashboard sheets available to complement your additional features or custom reporting.

Controls palette

Underneath the dashboard sheets, you’ll find the controls palette. You can use these controls to filter the graphs/data on the dashboard. The controls only filter the data on the current dashboard sheet that the control is in, unless it’s a global control. Global controls are filters that live in each dashboard sheet, and using these controls allows users to filter every sheet in the dashboard.

Type of controls:

  • Date Selector- This control opens a calendar that allows you to select a specific date (e.g., start date and end date). The dashboard dates run from midnight on the date selected, so the end date is excluded. For example, if you’d like to run a report for the month of January, you’ll select January 1 as the start date and then February 1 as the end date.
  • User Type dropdown - this is the most popular control that provides a dropdown list of options that you can select from.
  • Search bar - defaults to this type of control if there are over 1000 options. Type in a key word/s and select Search to see the list of items that capture your search term/s.

Dashboard widgets

These are the items that you see and can interact with on the dashboard, including charts, graphs, insights, and narratives. You may need to navigate the scrolling bar and scroll vertically and horizontally to see the entirety of some widgets, and you can adjust the number of elements you see by dragging either endpoint of the scrolling bar.
 

Each widget has a dropdown settings menu at the top right corner. From there, you can choose to expand the widget's view or export the data provided to a CSV or Excel. Click the ellipsis (…) to select between the export options.