Click the Menu icon (upper-left corner of the Smartsheet window) > Browse. Click the Solution Center (plus) icon. In the left panel, click Create, and select the Report tile. Enter a name for your report, select “Row report,” and click OK. Your new report is created in the Sheets folder.
A common question we ran across in our research was “How do I create a row report in Smartsheet?”.
Here’s how to get started: Select the Menu icon (upper-left corner of the Smartsheet window) > Home. Select the Solution Center (plus) icon. In the left panel, select Create, and choose the Report tile. Enter a name for your report, select Row report and click OK. Your new report is created in the Sheets folder.
How to run reports in smartsheets?
Here’s how to get started: Click the Menu icon (upper-left corner of the Smartsheet window) > Browse. Click the Solution Center (plus) icon. In the left panel, click Create, and select the Report tile. Enter a name for your report, select “ Row report,” and click OK.
What are Smartsheet reports?
Smartsheet reports allow you to easily work with real-time data from across multiple sheets in a single view. You can consolidate key tasks and milestones into an overview for stakeholders, or create different views for various initiatives.
What are the different types of reports in Smartsheet?
You can create two basic report types in the Smartsheet desktop browser app: Row and Sheet Summary Reports. The Row Reports instantly accumulate row data from different sheets. Thanks to these reports, you can get an overview of all incomplete tasks, payments that didn’t go through, or any other info stacked in rows.
This can be a real lifesaver when you’re out without your computer, and you get an impromptu data configuration task that needs to be done right away. However, the Smartsheet mobile app doesn’t allow users to create new reports.
The Smartsheet i. Phone app lets you access and edit information in all available sheets and reports. This can be a real lifesaver when you’re out without your computer, and you get an impromptu data configuration task that needs to be done right away. However, the Smartsheet mobile app doesn’t allow users to create new reports.
How do I create a sheet summary report?
On the left Navigation Bar, click Solution Center (plus icon) and then select Report. Type a name for your report, select Sheet Summary Report, and then click OK. Once you create the report, use the settings on the report toolbar to adjust your Portfolio View.
Source Sheets – Select the sheets which have the data you need for your report. Columns to Display – From the source sheets, select columns you want to add to your report. Filter Criteria – Identify the data your report should pull from the source sheets.
How do I get the most out of the Smartsheet learning track?
Get the most out of this learning track by starting at the beginning. Smartsheet reports allow you to easily work with real-time data from across multiple sheets in a single view. You can consolidate key tasks and milestones into an overview for stakeholders, or create different views for various initiatives.