Create and manage reports

Create and manage reports

Filter reports by approval status or approver

Use approval-based filters to view time entries based on their associated approver or approval status....

Advanced reports

You must use Sign in with Smartsheet when you log in to your Resource Management account to use this feature....

Save, print, or export Resource Management reports

You can save your reports and return to them whenever you need to.

Reporting in Resource Management

Gain insights from analytics.

Resource Management reports overview

Analytics & Reports collect data from budgets, people, and time.

Share Resource Management reports

Share reports to keep your team informed about who's working on what and when.

Export data from reports

Report data can be exported in two ways, via the Export menu or via Request Underlying Data....

Pivot table report settings

If you have a Business or Enterprise Smartsheet plan and use  Smartsheet authentication, then you can create  advanced reports to further an...

Create a time and fees report

Time and fees reports show project progress and compares your actual time and fees to scheduled time and fees.

Create an expense report

Expense reports can help your organization track costs, such as those incurred when hiring outside vendors, ordering prototypes, or traveling....

Create a utilization report

Utilization reports show billing efficiency for a person, department, or organization within a defined time frame.

Create a budget report

Budget reports show how much time or money has been incurred on a project and how much remains.

Add custom fields to people or projects

You can use custom fields for people or projects....