Reports and Dashboards

Reports and Dashboards

Reports

Create a Portfolio View with a Sheet Summary Report

Aggregate your summary data across multiple sheets using sheet summary reports to create a portfolio-level view....

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....

Sort Your Report Results with Report Builder

The final tab in the upper setup toolbar is the Sort tab where you can define up to three fields to sort your report results by....

Summarize Content to Extract Key Information with Report Builder

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

Configure Grouping to Organize Results in Report Builder

With Grouping, you can combine similar values into groups, so rows can be organized into logical categories or classifications....

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....

Select Columns to Display for Report Builder

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

Select Source Sheets for Report Builder

Select the source sheets button to choose the sheets, folders, and workspaces that you want to include in the report....

Build a Row Report with Report Builder

If you’re building a sheet summary report, see Create a Portfolio View With a Sheet Summary Report....

Report on Data from Multiple Sheets

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

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....

Dashboards and Portals

Create or Edit a Smartsheet Dashboard or Portal

A dashboard or portal can help you visualize, summarize, and share important aspects of your work such as project status or whether you're on target w...

Widget Types for Smartsheet Dashboards

A dashboard gives you a way to share a curated set of data or a collection of resources in a highly visual way....

View and Share a Dashboard

Share a curated set of data or a collection of resources in a highly visual way with a dashboard....

Control Widget Content When Source Is From a Report

When you include a report widget (or create a chart widget that uses a report as the data source) on a dashboard, you can configure how people see the...

Compare Live Data with a Chart

Communicate relationships within your data in real time with a visual chart....

Add Interactive Content to a Dashboard With the Web Content Widget

Turn your dashboards into interactive hubs—add live, actionable content for your team (Tableau charts, Smartsheet Forms, YouTube videos, and more) wit...

Embed Custom Content in Dashboards and WorkApps

Enhance your dashboards by embedding interactive content such as videos, charts, docs, and more in a Web Content widget....