Reports

Reports

Pull data together from multiple sheets and share key insights.

Access, preview, and download attachments from a report

Reports don't store information; instead, they provide a view of the information stored on one or more source sheets....

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 a...

Create a sheet summary report

To create a portfolio view, you need: Your source sheets. The information in each sheet summary is the information you can pull into the report....

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 in Report Builder

Your report's filter 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 reportsIn the menu bar, select Sort. Identify how you want to sort your data....

Summarize content with report builder

Select the Summarize tab on the toolbar to open the Summary settings. Choose the fields you’d like to summarize....

Identify renamed sheet columns in reports

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