Reports

Reports

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....

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

First, you need to create a sheet summary report and then define what is included. On the left Menu bar, select Create (plus icon)....

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. You can consolida

Report Builder

Build a row report

You can add rows from multiple sheets into one report with a row report....

Working with source sheets in reports

When you build your report, the first step is selecting your source sheets....

Select columns included in a report

当你建立一个报告中,首先选择酸ce sheets. Next, you select the columns. At the top of the report, select columns....

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....

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

In the report builder, you can further arrange your data with the Sort feature. How your data will be sorted depends on its data type....

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...

Identify renamed sheet columns in reports

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