Attractive Output Report from Smartsheet data?

SusannahAmuri

We use Smartsheet for an auditing system but I need to find a way to output the information from each audit that produces an attractive, professional looking report. I have tried the dashboard within Smartsheet but it has too many limitations. We have static information but also information like audit actions that change each time a property is reaudited. Is there a way within Smartsheet I don't know about or another product that works with Smartsheet I could use?

Matt Johnson

Hi @SusannahAmuri

You could try connecting Smartsheet, as the data source, directly to PowerBi. Then embed the PowerBi dashboard back into Smartsheet if you wanted to keep everything in Smartsheet. Or have PowerBi function as the reporting mechanism of the Smartsheet data.

It's worth saying though, "an attractive, professional looking report" can be interpreted differently depending on the audience. It's possible it could be done in Smartsheet but if the audience is used to Excel and PowerBi, the option above is a good way to gain user adoption with Smartsheet.

I hope that helps.

Matt