Report connecting multiple sheets

Agnes Barkoczi
edited 12/09/19 in Smartsheet Basics

I would like to create a single report pulling data from multiple sheets based on primary column, start end date, Assigned to and status. 

How could I achieve that? Currently even if I add multiple sheet to report criteria it pulls data only form 1 sheet. 

Comments

  • Hi Agnes,

    To ensure consistency, you'll want to make sure that the column names are the EXACT same on all of your source sheets. This includes letter casing. (A report will treat a column titled "Assigned to" and "Assigned To" as two separate columns.)

    Next, you'll want to ensure that all of your columns have matching column types. For example, all of your Assigned To columns should all be Contact list columns, Start and End Date should be Date columns, etc. More on column types here: https://help.smartsheet.com/articles/504619-column-types

    Finally, your report gathers data based on the criteria you've selected in the report builder. If your report builder criteria doesn't find anything from certain sheets, it's likely that you'll need to add (or remove) criteria so it will include the sheet data you're wanting. More info on building reports can be found in the help center: https://help.smartsheet.com/articles/522214-creating-reports

  • tcanelli41471
    tcanelli41471 ✭✭✭✭

    So you can't create a report that uses some columns from one sheet and other columns from another sheet?  I'm trying not have 100+ columns in one sheet and need to create reports for different functions.