Applies to
Capabilities
Who can use this capability
- Resourcing Administrator
- Portfolio Editor
- People Scheduler
- Portfolio Reporter
Export data from reports
You can export data from the reports page for use in invoicing, importing into other tools, or custom reports using pivot tables in Excel.
Who can use this?
Plans:
- Resource Management
Permissions:
- Resourcing Administrator
- Portfolio Editor
- People Scheduler
- Portfolio Reporter
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
Report data can be exported in two ways, via the Export menu or via Request Underlying Data.
Via the Export menu:
- Create your report
- In the upper-right corner of the report, select Export.
- Select a format for your file.
Via email:
Emailed CSV links are not subject to Resource Management's report size limit so they are an excellent way to export large datasets for advanced analysis in other tools.
Request Underlying Data is not available for utilization reports.
- Create your report.
- Next to Run Report, select Request Underlying Data.
When the CSV is ready, you will receive an email notification (including a link to download the CSV file) at the email address associated with your Resource Management account. Depending on the report scope and system load, it may take up to 24 hours to receive the email.
Selecting Export the underlying data report gives you a report that contains all the attributes related to people, projects, and assignments. Selecting Export this report to CSV gives you a CSV with the same data shown in Resource Management.
When you export a summary report CSV, the order of the columns could change, and any filters applied will show up in the CSV as well.
Advanced reports
If your organization has a Business or Enterprise Smartsheet plan and uses Smartsheet authentication, then you can further analyze and share the data from your reports in Smartsheet by creating advanced reports. Advanced reports allow you to keep your data in the Smartsheet ecosystem to run advanced analyses and manipulate data. With your reporting data in Smartsheet, you can use Bridge, Data Shuttle, Data Mesh, and more of Smartsheet’s advanced capabilities.