Reports https://help.smartsheet.com/ en Create a Portfolio View with a Sheet Summary Report https://help.smartsheet.com/articles/2482086-create-a-portfolio-view-with-a-sheet-summary-report <span class="field field--name-title field--type-string field--label-hidden">Create a Portfolio View with a Sheet Summary Report</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Aggregate your summary data across multiple sheets using sheet summary reports to create a portfolio-level view. </p> <h4>Create a sheet summary report to:</h4> <ul> <li aria-level="1">Report on key summary fields across multiple sheets to get a high-level overview of your assigned work items across all projects, overall budget concerns, high priority items, and more.</li> <li aria-level="1">Communicate portfolio summary and progress metrics in executive dashboards.</li> <li aria-level="1">Highlight portfolio level stats using charts and graphs.</li> </ul> <h4>Before you begin</h4> <ul> <li aria-level="1">Make sure your summary fields are consistently named across all included sheets. Even minor differences in character spacing and capitalization can exclude summary information from your report.</li> <li aria-level="1">To prevent duplicate columns in the report, make sure you’re using the same field type across all summary fields used to collect the same kind of data. For example, if you’re aggregating budget information, make sure all columns included have budget formatted as currency. If you have some columns as currency and some as numeric values, you’ll get a column for each field type. </li> </ul> <p><br /> <span class="note">Sheet Summary Report is not available for Premium Apps.</span></p> <h3>Creating a Portfolio View</h3> <p style="line-height:1.5996; background-color:#ffffff">To create a portfolio view, first create a sheet summary report and then define what’s included. </p> <h4>Create your sheet summary report</h4> <ol> <li aria-level="1">On the left Navigation Bar, click<strong> Solution Center </strong>(plus icon) and then select <strong>Report</strong>. </li> <li aria-level="1">Type a name for your report, select <strong>Sheet Summary Report</strong>, and then click <strong>OK</strong>.</li> </ol> <h4>Define what is pulled into the report </h4> <p>Once you create the report, use the settings on the report toolbar to adjust your Portfolio View.</p> <div> <table border="1" cellpadding="1" cellspacing="1" class="tablesaw tablesaw-stack" data-tablesaw-mode="stack" data-tablesaw-minimap=""> <colgroup> <col /> <col /> </colgroup> <thead> <tr> <th scope="row" data-tablesaw-priority="persist"> <p>Use this tab</p> </th> <th scope="col"> <p>To do this</p> </th> </tr> </thead> <tbody> <tr> <th scope="row"> <p>Source Sheets</p> </th> <td> <p>Specify which sheets and their sheet summaries will be pulled into this report.<br /> <br /> TIP: If you select a workspace, all sheets in that workspace will be in scope. The report will dynamically update the scope of the report as sheets are added and removed from the workspace. Keep in mind that selecting a folder will only add the sheets currently in the folder; the scope for folders is not dynamic.</p> </td> </tr> <tr> <th scope="row"> <p>Columns to Display</p> </th> <td> <p>Select the summary fields you would like to show in this report.</p> </td> </tr> <tr> <th scope="row"> <p>Filter Criteria</p> </th> <td> <p>Define parameters for summary information displayed in the report.</p> </td> </tr> <tr> <th scope="row">Group</th> <td><br /> Combine similar values into groups so rows can be organized into logical categories or classifications.</td> </tr> <tr> <th scope="row">Summarize</th> <td><br /> Extract key information from your report, such as the <strong>Count </strong>of completed projects.</td> </tr> <tr> <th scope="row"> <p>Sort</p> </th> <td> <p>Define how summary information is sorted in the report.</p> </td> </tr> </tbody> </table> </div> <p>Once you’ve configured each setting, select <strong>Save </strong>to confirm your selections. Summary data that meets defined criteria will be displayed in the report.</p> <p>For more information about how each of these configuration options works, see <a href="/articles/2482078">Build a Row Report with Report Builder</a>.</p> <h3 style="line-height:1.38; background-color:#ffffff">Edit custom Sheet Summary fields</h3> <ol> <li aria-level="1">Click the <strong>More </strong>icon <img src="https://lh5.googleusercontent.com/WOiP1IGpB88ls4a9Bah9lTExWzptufOPQrKMfWUAJ0AxWVhwrl-zZ3FUiDKSzBQ5y5ShEPEFBbXj2olEJA0yYkCLlLC9kN0mTXv84gIlwe8Yepqv50sf_gUTs94eLAdLy88c03FQ" />on the left side cell of the row you want to modify, and select <strong>Edit</strong>. Alternatively, you can right click the Sheet Name cell &gt; Row Actions... &gt; Edit</li> <li aria-level="1">The Sheet Summary form will open if the source sheet has custom fields. Otherwise, you will see the message "This sheet has no custom summary fields defined."</li> <li aria-level="1">Enter your changes and click <strong>Save</strong>.</li> </ol> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 10/12/2020 - 16:34</span> Mon, 12 Oct 2020 23:34:05 +0000 max.furukawa 2482086 at https://help.smartsheet.com Share or Publish Your Report https://help.smartsheet.com/articles/2482085-share-or-publish-your-report <span class="field field--name-title field--type-string field--label-hidden">Share or Publish Your Report</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Once you’ve built your report, you can share it directly with other team members using the <strong>Share </strong>button in the top-right corner. You can also publish the report using the Globe icon in the right-toolbar if you want to allow people to see the report without being shared directly to it. </p> <p style="line-height:1.38"><span class="note"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Reports cannot be edited from a published view. See </span></span></span></span></span></span><a href="/articles/522078#publishreports" style="text-decoration:none"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#1155cc"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:underline"><span style="-webkit-text-decoration-skip:none"><span style="text-decoration-skip-ink:none">Publish a Report</span></span></span></span></span></span></span></span></a><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:700"><span style="font-style:normal"><span style="text-decoration:none"> </span></span></span></span></span></span><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">for more information</span></span></span></span></span></span></span></p> <h4 style="line-height:1.38; margin-top:19px; margin-bottom:5px"><span style="font-size:12pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#666666"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Behavior to keep in mind</span></span></span></span></span></span></h4> <h4 style="line-height: 1.38;">Reports may appear to be blank or missing information when viewed by other team members</h4> <p>When you share a report to somebody, they will only be able to see data from the source sheets that they are shared to. As a result reports may appear to be blank or missing information when collaborators view the report without having access to the source sheets. Sharing a report does not automatically give access to underlying sheets that haven't already been shared to the collaborator. For more information, see <a href="/articles/520104">Share Sheets, Reports, and Dashboards</a>. </p> <p>The above also applies if the report is published with <strong>Access Control</strong> set to <strong>Only available to users in the owner’s account</strong>. With this setting enabled, viewers of the published report will be required to log in to Smartsheet. The report will then validate the <strong>Current User </strong>filter if applicable, and it will also validate which source sheets the viewer is shared to.</p> <h4>Published reports may mimic the publisher’s view</h4> <p style="line-height:1.38">A published report with <strong>Access Control</strong> set to <strong>Available to anyone with the link</strong> will appear to the viewer with the same information that the publisher can see. It will not validate the <strong>Current User</strong> filter or accessible sheets against the viewer of the published report. This is important to keep in mind if you don’t have access to all of the underlying source sheets, or if you’ve used a <strong>Current User</strong> filter in your report.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 10/12/2020 - 16:32</span> Mon, 12 Oct 2020 23:32:22 +0000 max.furukawa 2482085 at https://help.smartsheet.com Overview: Report Types https://help.smartsheet.com/articles/2482077-report-on-data-from-multiple-sheets <span class="field field--name-title field--type-string field--label-hidden">Overview: Report Types</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>With a report, you can compile information from multiple sheets and show only items that meet the criteria you specify. You can consolidate key tasks and milestones into an overview for stakeholders, or create different views for various initiatives.</p> <p>Similar to a sheet, a report can be sent, shared, and published. You can also edit, group, summarize, and sort data in a report. Note that a report is different from a sheet because no information is stored within it (instead, it displays information stored in sheets). Because of this difference, reports don't count against the sheet limit for your account.</p> <p>Reports are bi-directional, so information updated on a report will automatically update back to the underlying sheets and vice versa. Use g<a href="https://help.smartsheet.com/articles/2482082-configure-grouping-to-organize-results-in-report-builder">rouping</a> and <a href="https://help.smartsheet.com/articles/2482083-summarize-content-to-extract-key-information-with-report-builder">summary</a> in reports for quick and easy aggregation and calculation across data from multiple sheets.</p> <p>Reports can be shared with anyone who is also shared to the underlying sheets populating the report. Publish your report, or display it in a dashboard to ensure your audience only sees the high-level information you want to display—without requiring your audience is shared to the underlying data.</p> <p>There are two types of reports available - Row Reports and Sheet Summary Reports. </p> <h3>Row Reports</h3> <p>With Row Reports, you can aggregate row information from multiple sheets. For example, you can create a report to see all your high-priority incomplete tasks, pulled from multiple sheets.</p> <p>See<a href="https://help.smartsheet.com/articles/2482078-build-a-row-report-with-report-builder"> Build a Row Report with Report Builder </a>to learn more. </p> <h3>Sheet Summary Reports</h3> <p>With Sheet Summary Reports, you can display summary data from multiple sheets. Sheet summary reports are a great way to get a high-level overview of multiple projects or to highlight portfolio-level metrics in a dashboard. These reports aggregate sheet summary fields from one or more sheets into a single report to surface key metrics based on report criteria.</p> <p>Information can be combined into groups and summarized using functions to calculate totals on report columns. </p> <p>Reports can be added directly to a dashboard or visualized in a chart to communicate real-time progress to stakeholders.</p> <p>See <a href="https://help.smartsheet.com/articles/2482086">Create a Portfolio View With a Sheet Summary Report</a> for more on building a sheet summary report.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 10/12/2020 - 16:12</span> Mon, 12 Oct 2020 23:12:33 +0000 max.furukawa 2482077 at https://help.smartsheet.com Reports Overview https://help.smartsheet.com/articles/2481316-reports-overview <span class="field field--name-title field--type-string field--label-hidden">Reports Overview</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p dir="ltr">Analytics and Reports collect data from budgets, people, and time, and allow you to group and filter that data into reports that help answer questions like:</p> <ul dir="ltr"> <li role="presentation">Was my project profitable?</li> <li role="presentation">Where and why did we go over budget?</li> <li role="presentation">How would we run this project differently next time?</li> </ul> <p dir="ltr">Use Analytics &amp; Reports to make more informed decisions for your company.</p> <blockquote> <p dir="ltr">You can create and save frequently-used reports to quickly see what’s going on in your account. Access your saved reports from your Personal Page or the Analytics Page.</p> </blockquote> <h3> <meta charset="utf-8" /><b id="docs-internal-guid-ea28a76a-7fff-2c3f-667b-c786d936794d">Analytics Page</b></h3> <p><img alt="Analytics" data-entity-type="file" data-entity-uuid="d86f439a-ec62-49bb-ba89-a7990be8bda9" src="/sites/default/files/inline-images/analyticsimage.jpg" width="816" height="346" loading="lazy" /></p> <p><meta charset="utf-8" /></p> <p dir="ltr">The Analytics displays an overview of active projects with color-coded project bars and forecasted budgets. this page also displays who is available in the next two weeks.</p> <p dir="ltr">The Analytics page lists saved reports, accessible to those with the appropriate access level.</p> <h3 dir="ltr">Reports</h3> <p dir="ltr">To create a new report, click <strong>New Report</strong> on the <strong>Analytics</strong> page.</p> <p dir="ltr">A report has four components:</p> <ul> <li dir="ltr"> <p dir="ltr" role="presentation"><strong>Report View</strong>: Select the data you want to view. Choose between Time + Fees, Budgets, Utilization or Expenses.</p> </li> <li dir="ltr"> <p dir="ltr" role="presentation"><strong>Time Frame</strong>: Choose from preset time frames or set a custom date range.</p> </li> <li dir="ltr"> <p dir="ltr" role="presentation"><strong>Group By</strong>: How you want to group your data. For example, you can group data by team member, project, or client. You can set a secondary grouping as well. For example, you can first group the data by project and then group by team member to see who is working on which projects and how much they are allocated.</p> </li> <li dir="ltr"> <p dir="ltr" role="presentation"><strong>Show</strong>: Choose what data to display. By default, Resource Management shows all data for all projects. You can choose to only include information from one project or one team member.</p> </li> </ul> <p dir="ltr">Once you have made your selections, click <strong>Run Report</strong>.</p> <p dir="ltr">Depending on your account’s <a href="/articles/2480776">incurred period</a>, report data can include past days and today, or past days only (making “today” considered “future scheduled” time).</p> <p dir="ltr">The reports section works like a PivotTable in Excel. Group and filter the data as needed using pivots.</p> <h3 dir="ltr">Report Types</h3> <p dir="ltr">There are four types of reports:</p> <ul> <li dir="ltr"> <p dir="ltr" role="presentation"><a href="/articles/2481236">Time + Fees Reports</a></p> </li> </ul> <ul> <li dir="ltr"> <p dir="ltr" role="presentation"><a href="/articles/2481231">Expense Reports</a></p> </li> </ul> <ul> <li dir="ltr"> <p dir="ltr" role="presentation"><a href="/articles/2481206">Budget Reports</a></p> </li> </ul> <ul> <li dir="ltr"> <p dir="ltr" role="presentation"><a href="/articles/2481226">Utilization Reports</a></p> </li> </ul> <p>Select a report type under the “View” section of the left column.</p> <p><img alt="Reports menu" data-entity-type="file" data-entity-uuid="ee0a427f-e4e8-4731-a0a6-eecc3a7ee4cf" src="/sites/default/files/inline-images/Reports-Menu.jpg" width="605" height="227" loading="lazy" /><meta charset="utf-8" /></p> <p dir="ltr">Reports allow you to drill into details about specific people, departments, or day-to-day details on time or fees on a project.</p> <p dir="ltr">Learn how you can get the data you need in reports, and how you can export that data to create your own reports outside our tool:</p> <ul dir="ltr"> <li role="presentation"><a href="/articles/2481251">Filtering</a></li> <li role="presentation"><a href="/articles/2480851">Time Tracking</a></li> <li role="presentation"><a href="/articles/2481276">Shared + Saved Reports</a></li> <li role="presentation"><a href="/articles/2481246">Export Data</a></li> <li role="presentation"><a href="/articles/2481241">Pivot Table Examples</a></li> </ul> <h3 dir="ltr" role="presentation">Managing Large Reports</h3> <p>Reports with very large amounts of data can take several minutes to process. Verify the view, date range, grouping, and filters are set correctly before running the report; this will remove unnecessary calculations and improve overall performance. If you attempt to load too many large reports in quick succession, you may encounter a <strong>Several large reports processing</strong> warning.</p> <p>In some instances, if the report requested has too much data (millions of time entry records) and will take more than 5 minutes to process and load, you may encounter a <strong>Report is too big to load </strong>warning. If you encounter this warning, you will need to reduce the scope of the report and retry. </p> <p>If you don’t want to reduce the scope of your report, you can receive the data via email. </p> <p>Click <strong>Request Underlying Data </strong>to receive a link to a Comma Separated Value (CSV) file containing the complete dataset. It may take up to 24 hours to receive the CSV download link email, depending on report scope and system load.</p> <p><span class="note"><strong>Request Underlying Data</strong> is not available for utilization reports.</span></p> <h4>To limit the scope of your report, do one or more of the following:</h4> <ul> <li aria-level="1"><strong>Select a shorter date range</strong>. Select one of the shorter predefined date ranges (such as last 30 days) or choose a custom date range that more accurately reflects the dates you are interested in.</li> <li aria-level="1"><strong>Use filters to limit included projects</strong>. Select a specific project, client, project type (such as confirmed or tentative), or other property that defines the set of projects you are interested in.</li> <li aria-level="1"><strong>Use filters to limit people in the report</strong>. Select a specific discipline or role or location.</li> </ul> <p dir="ltr" role="presentation"> </p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Sun, 02/02/2020 - 12:30</span> Sun, 02 Feb 2020 20:30:50 +0000 max.furukawa 2481316 at https://help.smartsheet.com View Hours Incurred from Today in Report https://help.smartsheet.com/articles/2481286-view-hours-incurred-from-today-in-report <span class="field field--name-title field--type-string field--label-hidden">View Hours Incurred from Today in Report</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"> <p><meta charset="utf-8" />If hours your team is tracking today do not impact Incurred hours and amounts in reports, this is likely because your account’s incurred period is set to past days only.</p> <p>This setting can be changed by any Administrator by navigating to <strong>Account Settings &gt; Incurred Period</strong>. From here, they can determine if account-wide, incurred hours and amounts should include <strong>past days only</strong> or <strong>past days and today</strong>.</p> <p><img alt="Incurred position" data-entity-type="file" data-entity-uuid="5a016e9d-e72b-45a6-b255-e0bc04585d7d" src="/sites/default/files/inline-images/incurred-period.jpg" width="1280" height="483" loading="lazy" /></p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Sat, 02/01/2020 - 11:48</span> Sat, 01 Feb 2020 19:48:44 +0000 max.furukawa 2481286 at https://help.smartsheet.com Sample Resource Management unconfirmed time entries report https://help.smartsheet.com/articles/2481281-unconfirmed-time-entries-example-report <span class="field field--name-title field--type-string field--label-hidden">Sample Resource Management unconfirmed time entries report</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p dir="ltr">Reports allow you to gain insights on forecasting needs, project budgets and an understanding of who is working on what and when.</p> <p dir="ltr">Here are the settings for an unconfirmed time entries report. </p> <ul dir="ltr"> <li role="presentation"><strong>View</strong>: Time &amp; Fees: Hours</li> <li role="presentation"><strong>Time Frame</strong>: Last Week</li> <li role="presentation"><strong>First Group By</strong>: Entry Type</li> <li role="presentation"><strong>Then Group By</strong>: Team Member</li> <li role="presentation"><strong>Show</strong>: Entry Type: Unconfirmed</li> </ul> <p> <img alt="Lat week's unconfirmed time" data-entity-type="file" data-entity-uuid="73e2c517-6b1e-4780-aa77-cfc78c808b12" src="/sites/default/files/inline-images/Last-Week%27s-Unconfirmed-Time.jpg" width="630" height="379" loading="lazy" /></p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Sat, 02/01/2020 - 11:43</span> Sat, 01 Feb 2020 19:43:47 +0000 max.furukawa 2481281 at https://help.smartsheet.com Share Resource Management reports https://help.smartsheet.com/articles/2481276-save-and-share-reports <span class="field field--name-title field--type-string field--label-hidden">Share Resource Management reports</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h3><span style="font-size:10pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#455264"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Sharing reports keeps your team informed about who’s working on what and when.  </span></span></span></span></span></span></h3> <p style="line-height:1.5996; background-color:#ffffff"><span style="font-size:10pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#455264"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Only those with a valid Resource Management login and the appropriate </span></span></span></span></span></span><a href="https://help.smartsheet.com/articles/2480841" style="text-decoration:none"><span style="font-size:10pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#1155cc"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">permission level</span></span></span></span></span></span></a><span style="font-size:10pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#455264"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none"> can view shared reports.</span></span></span></span></span></span></p> <ol> <li aria-level="1" style="list-style-type:decimal"><span style="font-size:10pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#455264"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">In the upper right corner of the report, select <strong>Share</strong>. </span></span></span></span></span></span></li> <li aria-level="1" style="list-style-type:decimal"><span style="font-size:10pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#455264"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Copy and paste the URL from the popup into a message to your team member(s). </span></span></span></span></span></span><span style="font-size:10pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#455264"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Your team can use this link to navigate to the report.</span></span></span></span></span></span></li> </ol> <ul> <li style="line-height: 1.5996; background-color: rgb(255, 255, 255);"><span style="font-size:10pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#455264"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">To delete a report, hover over the report name and then select the delete icon.</span></span></span></span></span></span></li> </ul> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Sat, 02/01/2020 - 11:39</span> Sat, 01 Feb 2020 19:39:37 +0000 max.furukawa 2481276 at https://help.smartsheet.com Sample Resource Management project budget status report https://help.smartsheet.com/articles/2481266-project-budget-status-example-report <span class="field field--name-title field--type-string field--label-hidden">Sample Resource Management project budget status report</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p dir="ltr"><sub>Reports allow you to gain insights on forecasting needs, project budgets and an understanding of who is working on what and when.</sub></p> <p dir="ltr"><sub>Here are some examples of reports you can create in your account:</sub></p> <h3 dir="ltr">Project budget status by phase</h3> <ul dir="ltr"> <li role="presentation"><strong>View</strong>: Time &amp; Fees: Amounts</li> <li role="presentation"><strong>Time Frame</strong>: Custom Date Range</li> <li role="presentation"><strong>First Group By</strong>: Project</li> <li role="presentation"><strong>Then Group By</strong>: Phase Name</li> <li role="presentation"><strong>Show</strong>: Project: Project Name / Client: Project Client</li> </ul> <p><img alt="Project phase status report" data-entity-type="file" data-entity-uuid="203fbb93-c174-45a5-80c4-a406886ee647" src="/sites/default/files/inline-images/Project-Phase-Status-Report.jpg" width="630" height="410" loading="lazy" /></p> <blockquote> <p>Project-specific reports can be accessed via a quick report link from below the Status on the Project Page.<br /> <meta charset="utf-8" /></p> </blockquote> <h3 dir="ltr">Client budget status</h3> <ul dir="ltr"> <li role="presentation"><strong>View</strong>: Budget: Amounts</li> <li role="presentation"><strong>Time Frame</strong>: This Year</li> <li role="presentation"><strong>First Group By</strong>: Client</li> <li role="presentation"><strong>Then Group By</strong>: Project</li> <li role="presentation"><strong>Show</strong>: Client: Fulcrum</li> </ul> <p dir="ltr" role="presentation"><img alt="Budget status for specific client" data-entity-type="file" data-entity-uuid="a2696afd-9769-42f9-a852-877599133985" src="/sites/default/files/inline-images/Budget-Status-for-Specific-Client.jpg" width="630" height="354" loading="lazy" /><meta charset="utf-8" /></p> <h3 dir="ltr">Project expense budget</h3> <ul dir="ltr"> <li role="presentation"><strong>View</strong>: Expenses</li> <li role="presentation"><strong>Time Frame</strong>: Custom Date Range</li> <li role="presentation"><strong>First Group By</strong>: Project</li> <li role="presentation"><strong>Then Group By</strong>: Team Member</li> <li role="presentation"><strong>Show</strong>: Project: Project Name / Client: Project Client</li> </ul> <p dir="ltr" role="presentation"><img alt="Project expense report" data-entity-type="file" data-entity-uuid="a5bb613c-af5a-49cd-ab38-41a6945012e5" src="/sites/default/files/inline-images/Project-Expense-Report.jpg" width="630" height="419" loading="lazy" /></p> <h3>Project status</h3> <ul> <li><strong>View</strong>: Budget: Amounts</li> <li><strong>Time Frame</strong>: Custom Date Range</li> <li><strong>First Group By</strong>: Project</li> <li><strong>Then Group By</strong>: Team Member</li> <li><strong>Show</strong>: Project: Project Name / Client: Project Client</li> </ul> <p><img alt="Project budget status report" data-entity-type="file" data-entity-uuid="d7c0e0b4-f14d-474d-9479-60ff13c771c5" src="/sites/default/files/inline-images/Project-Budget-Status-Report.jpg" width="630" height="414" loading="lazy" /></p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Sat, 02/01/2020 - 11:27</span> Sat, 01 Feb 2020 19:27:45 +0000 max.furukawa 2481266 at https://help.smartsheet.com Sample Resource Management hours summary report https://help.smartsheet.com/articles/2481261-hours-summary-example-report <span class="field field--name-title field--type-string field--label-hidden">Sample Resource Management hours summary report</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p dir="ltr">Reports allow you to gain insights on forecasting needs, project budgets and an understanding of who is working on what and when.</p> <p dir="ltr">Here are some examples of reports you can create in your account:</p> <h3 dir="ltr">Hours summary by department</h3> <ul dir="ltr"> <li role="presentation"><strong>View</strong>: Time &amp; Fees: Hours</li> <li role="presentation"><strong>Time Frame</strong>: Last Month</li> <li role="presentation"><strong>First Group By</strong>: Discipline</li> <li role="presentation"><strong>Then Group By</strong>: Team Member</li> <li role="presentation"><strong>Show</strong>: Everything</li> </ul> <p> <img alt="Hours by department last month" data-entity-type="file" data-entity-uuid="b9da34d8-8298-4398-b5e9-84304324d4f9" src="/sites/default/files/inline-images/hours-by-department-last-month-report.jpg" width="1280" height="741" loading="lazy" /><meta charset="utf-8" /></p> <h3 dir="ltr">Team leave report</h3> <ul dir="ltr"> <li role="presentation"><strong>View</strong>: Time &amp; Fees: Hours</li> <li role="presentation"><strong>Time Frame</strong>: This Year</li> <li role="presentation"><strong>First Group By</strong>: Leave Type</li> <li role="presentation"><strong>Then Group By</strong>: Team Member</li> <li role="presentation"><strong>Show</strong>: Leave Type: Parental leave, Sick, Vacation, etc</li> </ul> <p dir="ltr" role="presentation"><img alt="Leave report" data-entity-type="file" data-entity-uuid="c42c32cf-44c2-46cf-9aa2-b24690ab98cf" src="/sites/default/files/inline-images/leave-report-1556580811.jpg" width="1280" height="569" loading="lazy" /><meta charset="utf-8" /></p> <h3 dir="ltr">Non-Billable incurred hours by department</h3> <ul dir="ltr"> <li role="presentation"><strong>View</strong>: Time &amp; Fees: Hours</li> <li role="presentation"><strong>Time Frame</strong>: Last Month</li> <li role="presentation"><strong>First Group By</strong>: Discipline</li> <li role="presentation"><strong>Then Group By</strong>: Team Member</li> <li role="presentation"><strong>Show</strong>: Project Type: Internal</li> </ul> <p><img alt="Last month's non-billable time by department" data-entity-type="file" data-entity-uuid="1e5ad215-077f-4d4d-b45b-b70614408d80" src="/sites/default/files/inline-images/Last-Month%27s-Non-Billable-Time-by-Department.jpg" width="630" height="415" loading="lazy" /></p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Sat, 02/01/2020 - 11:18</span> Sat, 01 Feb 2020 19:18:16 +0000 max.furukawa 2481261 at https://help.smartsheet.com Sample Resource Management forecast time or fees reports https://help.smartsheet.com/articles/2481256-forecast-time-or-fees-example-report <span class="field field--name-title field--type-string field--label-hidden">Sample Resource Management forecast time or fees reports</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p dir="ltr">Reports allow you to gain insights on forecasting needs, project budgets and an understanding of who is working on what and when. The following examples show settings you can use to forecast revenue and hours for your team. Screenshots show you sample results. </p> <h3 dir="ltr">Revenue forecast by department</h3> <ul dir="ltr"> <li role="presentation"><strong>View</strong>: Time &amp; Fees: Amounts &amp; Hours</li> <li role="presentation"><strong>Time Frame</strong>: Next 30 Days</li> <li role="presentation"><strong>First Group By</strong>: Discipline</li> <li role="presentation"><strong>Then Group By</strong>: None</li> <li role="presentation"><strong>Show</strong>: Project Type: Confirmed</li> </ul> <p><img alt="30 day revenue forecast by department" data-entity-type="file" data-entity-uuid="390d1be6-012f-45ba-add8-fd8d7dbc5291" src="/sites/default/files/inline-images/30-Day-Revenue-Forecast-by-Department.jpg" width="630" height="259" loading="lazy" /></p> <h3>Revenue forecast by client and project</h3> <ul> <li><strong>View</strong>: Time &amp; Fees: Amounts &amp; Hours</li> <li><strong>Time Frame</strong>: Next 30 Days</li> <li><strong>First Group By</strong>: Client</li> <li><strong>Then Group By</strong>: Project</li> <li><strong>Show</strong>: Everything</li> </ul> <p> <img alt="30 day forecast of clients and projects" data-entity-type="file" data-entity-uuid="f297ebeb-220a-4977-adf3-9fcc45627245" src="/sites/default/files/inline-images/30-Day-Forecast-of-Clients-%26-Projects.jpg" width="630" height="364" loading="lazy" /><meta charset="utf-8" /></p> <h3 dir="ltr">Weekly forecast</h3> <ul dir="ltr"> <li role="presentation"><strong>View</strong>: Time &amp; Fees: Hours</li> <li role="presentation"><strong>Time Frame</strong>: This Year</li> <li role="presentation"><strong>First Group By</strong>: Week</li> <li role="presentation"><strong>Then Group By</strong>: None</li> <li role="presentation"><strong>Show</strong>: Entry Type: Future</li> </ul> <p dir="ltr" role="presentation"><img alt="Forecasted hours per week" data-entity-type="file" data-entity-uuid="96567a25-4040-4f3f-a490-07afa5be7778" src="/sites/default/files/inline-images/2013-Forecasted-Hours-per-Week.jpg" width="630" height="413" loading="lazy" /><meta charset="utf-8" /></p> <h3 dir="ltr">Forecasted hours for people</h3> <ul dir="ltr"> <li role="presentation"><strong>View</strong>: Time &amp; Fees: Hours</li> <li role="presentation"><strong>Time Frame</strong>: This Year</li> <li role="presentation"><strong>First Group By</strong>: Week</li> <li role="presentation"><strong>Then Group By</strong>: Team Member</li> <li role="presentation"><strong>Show</strong>: Entry Type: Future</li> </ul> <p dir="ltr" role="presentation"><img alt="Forecasted Availability" data-entity-type="file" data-entity-uuid="330afc79-7212-444c-9667-d3232631489d" src="/sites/default/files/inline-images/2013-Forecasted-Availability-.jpg" width="630" height="413" loading="lazy" /></p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Sat, 02/01/2020 - 11:10</span> Sat, 01 Feb 2020 19:10:38 +0000 max.furukawa 2481256 at https://help.smartsheet.com