Generating Automatic Monthly report

emmanrodri

Hello, I want to generate a report for for the sum of a dollar value received in a month across various business units.

for example:

in February, McDonalds 1 credited $800, McDonalds 2 $300, Mcdonalds 4 $500, and so on. I have a helper column already for when the line was closed and a separate column for the dollar amount of credit.

Edit* wont let me change to question

Michael Drayton

Hello Friend, There are two ways to create your report. You can create a calculated summary on a sheet or you can use a Smartsheet Report. I'm assuming you might want the later so here are the steps. If you want a calculated summary on a sheet, let me know and I can help you with the formulated work.

Option B: Smartsheet Report

1. Create a New Report: Create a new Report in Smartsheet (not a new sheet).
2. Select Source Sheet: Choose your source sheet as the data source for the report.
3. Add Columns: Select the columns you want to include in the report ("Business Unit", "Credit Amount", "Closed Date", "Closed Month", "Closed Year").
4. Group by Business Unit: In the report builder, drag the "Business Unit" column to the "Group" section. This will group the data by business unit.
5. Filter by Month: Add a filter for the "Closed Month" column and set it to "is equal to" and enter the appropriate number.
6. Summarize Credit Amount: Hover over the "Credit Amount" column and choose "Summarize" > "Sum". This will calculate the sum of the credit amounts for each business unit.
   7 Add multiple filters for each month you want so there is a specific list for each
   

Let me know that works. Good luck!