Smartsheet Product Feedback & Ideas

Smartsheet Product Feedback & Ideas

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Create Simple Report from Sheet

I used to be able to create a report from within a sheet by clicking File —> Create —> Report (or something along those lines). I create small reports to grab pertinent data from sheets often, and the additional hoops to do something so simple is problematic and stressful when I'm trying to get information ASAP.

[Someone else had a similar idea but wanted to select the columns from the sheet to make the report - I don't anything that complex, hence the new request thread.]

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  • I would love the ability to create a report from within a sheet instead of navigating back to browse and creating from scratch. It would be awesome to go to File, navigate to an option "Create Report", and have a new tab open with that specific sheet chosen as the source, and then follow through with the rest of the report criteria.

    This would be a great shortcut and feels like it could be low-hanging fruit.

  • ✭✭

    Would like just a simple "Create Report from Sheet" where the columns are identical to the sheet. Currently the report columns are alphabetical instead of sheet order, so report creation is from scratch. May be as simple as a sort order in the report column add pulldown (alphabetical vs sheet order) with a checkbox to a "select all" once the order is specified.

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