Custom Output based on Multiple Variables

coll3267

Hi - I'm relatively new, have watched videos and searched articles but I'm stuck.

I have 50+ training products and a ton of potential job roles and location combinations. I'm trying to use SmartSheet as a "database" where I can select from a set of criteria and have that spit out a custom set of recommended training products.

For example:

1. New or Veteran Employee

2. Staff or Manager Level

3. Select one of 100+ job roles

4. Select one of 30 locations

Is that possible to configure in SmartSheet?

Thank you for any insight you can provide!

Shaine Greenwood

Hello,

As long as your sheet data structure has the proper labeling, meaning that if you have a row with "Training Video A" and that row has cells with "New" or "Veteran" labels, "Staff" or "Manager," etc. then you can create a report that takes in someone's criteria and aggregates the specific rows that they need.

More info on reporting is available in the help center: https://help.smartsheet.com/articles/522214-creating-reports