Reports

Reports

Access, preview, and download attachments from a report

Some files, such as images, that were uploaded from a computer or mobile device can be viewed and accessed directly through Smartsheet....

Use card view in reports

With card view in reports, you can combine your project sheets into one report, then view in card view to quickly answer questions like: Which tasks...

Create a portfolio view with sheet summary report

First, you need to create a sheet summary report and then define what is included. On the left Menu bar, select Create (plus icon)....

Overview: Report Types

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

Report Builder

Build a row report

You can add rows from multiple sheets into one report with a row report....

Work with source sheets in reports

On a new report, the source sheets selection window is open by default. If you're editing a report, select the Sheet tab from the navigation bar....

Select columns included in a report

When you build a report, you first select the source sheets. Next, you select the columns. At the top of the report, select Columns....

Create filter criteria to control data in Report Builder

The filter on your report is comprised of multiple filter groups which contain the conditions that rows must meet....

Group data to organize results in report builder

You can group your data to combine similar values, this way rows are organized into logical categories.

Sort your report results with the report builder

How your data will be sorted depends on its data type. To sort data in reports In the menu bar, select Sort....

Summarize content to extract key information with report builder

The example below shows the overall and subtotal of the following columns: Row IDs Urgent Hours On the toolbar, select the Summarize tab to o...

Identify renamed sheet columns in reports

Your reports stay connected even when column names in underlying sheets have changed.