Creating a report with data from 3 different sheets

JulianaSB

Hello! I'm new to Smartsheet and I need some help building the following two reports:

I have 3 sheets, with the following main collumns:

• Sheet 1: Open Matters, containing #Matter, Client, Matter Type
• Sheet 2: Invoices, containing #Matter and Amount Received (Revenue)
• Sheet 3: Expenses, containing #Matter, Contractor, Amount Paid (Cost)

I need to create two reports:

• Report 1:
  #Matter - Client - Total Paid (from Sheet 2) - Total Cost (from Sheet 3)
  I need to list all open matters and be able to see if there is anything that hasn't been paid or hasn't had any costs associated.
• Report 2:
  Matter Type - Total Paid - Total Cost

My challenge is to sum by matter without having to create another sheet that sums data from Sheet 2 and Sheet 3 into Sheet 1. Is it possible to achieve this directly in a report?

MarceHolzhauzen

Hi @JulianaSB

Great news is you don't have to create another sheet!

Report 1:

☑️You can create a report and add all 3 sheets into the report,

☑️then use the grouping function to group by #Matter. This will group the entries of all 3 sheets

☑️use the "summarise" function to summarise the total paid and total cost columns.

☑️if you only want to see unpaid items, you can use the filters to filter for those rows

Report 2 will almost be exactly the same as the first one, but you won't have the filter applied.

Hope this helps