Data Report and Extraction

sanchezf

I need guidance on creating a formal and formatted report in SmartSheet. We have two reports - one capturing weekly updates on each project submitted by project managers and the other archiving the previous week's submissions for each project. I want to present this information for each project showing the weeks updates and previous weeks updates for each active project in a more professional way, potentially copying it into a Word document or PowerPoint. Can you provide assistance on the best approach for this within SmartSheet?

Julie Fortney

This sounds like a great use case for a dashboard, or series of dashboards. Have you explored that yet? The template gallery has some nice designs you could use to get started.