Basic summary/dashboard?

Jhoaas ✭✭
edited 02/09/24 in Smartsheet Basics

I have a sheet that is fairly basic. It is a list of rows for each call made in the last month. The important columns are only "call direction" and "User Display Name". (there are a few others, but dont matter). This sheet does not change, but will probably be used as a template that i import the call data into each month.

I just want some report/dashboard/summary that will show total number of outbound calls, and inbound calls. Then also want to show how many outbound and inbound calls each user made/recieved. Thats it. Cannot figure out how to get it to work. I either get told it cant use the data, or i just cant select columns or anything. So i just want the easiest way to do this.

(eventually i will want a dashboard that shows per month, etc, but i need to get one dashboard working first).



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Jhoaas

    I hope you're well and safe!

    I recommend starting with a report and using the group/sum/count feature. That should give you what you need to start, and then you can use it in a dashboard too.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic weekend!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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