How can I group a Contact List column from a source sheet in a Report?

Jay Mondares
Jay Mondares Employee
edited 10/25/23 in Smartsheet Basics

I'm currently working on a report and trying to Group and or Summarise a column that is a Contact List from the source sheet, but finding that I can't do this. I want to be able to run a report that groups projects by team member.

I've searched Smartsheet Community and Google for answers, and looks like it's not possible. Is that correct? Any suggestions on a workaround? Is it better to do a sheet summary? If I go down the route of sheet summary, there is a ton of different project Status' - so you can imagine that will take too long to do too!

I will be using the report to them create a chart on a dashboard, rather than just showing the report itself (visually more appealing...).

Thanks in advance for your help and guidance 🤗


  • jmyzk_cloudsmart_jp
    jmyzk_cloudsmart_jp ✭✭✭✭✭✭

    Hi @Jay Mondares

    Is "Allow multiple contacts per cell" checked in the Contact column?

    If so, you need to separate individual contacts by formula from the multiple contacts to use as a group in a report.😅

    Example: Contact 1

    =IF(FIND(",", Contact@row) = 0, Contact@row, LEFT(Contact@row, FIND(",", Contact@row) - 1))