build report off of filtered sheet

Chris Harbeson

Genevieve P.

Hi @Chris Harbeson

Thanks for clarifying!

Reports evaluate rows on an individual basis. If you want to group your rows by a Parent value to show a grouped summary line in the Report similar to the Sheet, check out this other post here: Way to tell a report to include the parent row info for child tasks?

Cheers,

Genevieve

Genevieve P.

Hi @Chris Harbeson

Reports will evaluate the entirety of a sheet. However, you can add a Filter to the Report directly to replicate the sheet filter, so that it essentially is only looking at the sheet filtered content.

Here's more information:

https://help.smartsheet.com/articles/2482081-create-filter-criteria-to-control-data-in-report-builder

Cheers,

Genevieve

Chris Harbeson

I can get it filtered OK, I cant seem to figure out how to bring the Parent Rows in as headers.

Genevieve P.

Hi @Chris Harbeson

Thanks for clarifying!

Reports evaluate rows on an individual basis. If you want to group your rows by a Parent value to show a grouped summary line in the Report similar to the Sheet, check out this other post here: Way to tell a report to include the parent row info for child tasks?

Cheers,

Genevieve

Chris Harbeson

Thanks for the help and quick response!