Reports

Reports

Access and Download Attachments From a Report

Some files (for example, images) that were uploaded from a computer or mobile device can be viewed directly in Smartsheet....

Use card view in reports

Card view gives you quick and actionable insight into the status of work across all your projects by visualizing tasks as cards that can be dragged an...

Create a portfolio view with sheet summary report

A portfolio view pulls data from multiple sheet summaries....

Share or Publish Your Report

Once you’ve built your report, you can share it directly with other team members using the Share button in the top-right corner....

Overview: Report Types

With a report, you can compile information from multiple sheets and show only items that meet the criteria you specify....

Report Builder

Build a row report

With a row report, you can: Create filters for relevant information in a sheet Restrict users to editing only the important columns or rows Comb...

Working with source sheets in reports

When you build your report, the first step is selecting your source sheets....

Select Columns to Display for Report Builder

After you’ve selected your sheet, you’ll want to choose which Columns to Display....

Create Filter Criteria to Control Data in Report Builder

Open the Filter Criteria menu to add conditions that your rows must meet in order to be displayed in your report....

Configure grouping to organize results in report builder

The Group tab lets you combine similar values into groups, so rows can be organized into logical categories....

Sort your report results with the report builder

In the report builder, you can further arrange your data with the Sort feature. How your data will be sorted depends on its data type....

Summarize content to extract key information with report builder

With summaries, you can extract key information from your report in just a few clicks using functions to calculate totals for the whole report and eac...