Quick summary
Smartsheet's Report feature lets you pull data from multiple sheets into a single, filterable view for easier project tracking. You can choose a report type, select source sheets and fields, apply conditions, and save a named report — all in a few guided steps.
Steps
- On Smartsheet's main dashboard, open the left-side panel and click Settings.
- Scroll down to the Start From Scratch section and select Report.
- Tap the specific report type you want to generate.
- Tick the checkbox beside each sheet you want to use as a data source, then click Next.
- Tick the checkbox beside each field you want to include, then click Next.
- Set your filter condition by selecting a field and operator from the provided menus.
- Click Apply to enable the condition and generate the report.
- Enter a unique report name into the input field.
- Use the top menu bar options to customize your report layout and settings.
- Once complete, your new Smartsheet report is saved and added to your account.
