Using report widgets

The report widget lets you display a report in your dashboard.

Users shared to the dashboard don't always need access to the underlying sheets to see the content of the report. You havecontrol over what viewers can see from the report.

To add a Report Widget

• In the right toolbar, selectAdd widgets>Reports.

You must be an Owner or Admin on the source report to use the report in a widget.

Edit the widget title

By default, Smartsheet shows the title of the source report. If you want to edit the title of your report widget, follow these steps:

1. In theReport Widgetpane, expand theTitlesection.
2. In the box below theShow titletoggle, modify the title of your report widget.
   You can edit the default title directly in the report widget. To do this, double-click theReport Widget. Then, select the title section to change the title.
3. Optional: In theTitle Stylingsection, edit the text format of your title.
   After you double-click the report widget and select its title section, a toolbar will appear. Use that toolbar to edit the text format directly in the report widget.

Set the widget behavior

In theWidget Behavior部分中,选择当用户cli应该发生什么cks the report widget:

• Take no action- This will keep your report widget static
• Open the data source- Choose this if you want to lead the user to the source report
• Open another site…- Choose this if you want to lead the user to a site relevant to the report
• Open a Smartsheet item- Choose this if you want to lead the user to a Smartsheet item relevant to the report

Control what the user sees in the Report Widget

In theViewer Modesection, select either of these options:

• 最后的widget editor
• Their own perspective
  Want to know more about this feature? Read theControl Widget Content When Source Is From a Reporthelp article.

After modifying your report widget, selectSave.

Things to know when using the report widget

• A maximum of 150 rows can appear from the report. If you need to display more than that on a dashboard, you can create multiple reports and report widgets.
• The report widget won’t show any data if you publish your dashboard with theTheir own perspective viewermode on. This message also appears in the report widget:This widget has an advanced option applied and can’t be displayed in a published dashboard.
• The Attachments and Comments columns from the report won't appear in the widget.
• Only Grid and Gantt Views can be displayed in the widget.

Removing the user who created a report or chart widget

There may be times when you need to revoke access from a collaborator who created a report or chart widget from the dashboard or the source data. When you remove their access to the report or chart widget, or the underlying source data, the widget stops displaying the report data. It’ll show an error message instead.

You must be an Admin on the dashboard and a Viewer on the sheet or report.

If you need to remove a collaborator's sharing permissions but still need to keep the data on the dashboard, make one of the following adjustments:

• Create a copy of the dashboard.
• Edit the widget, and reselect the desired sheet or report.