Reports

Reports

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....

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....

Report Builder

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

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....

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