Summarizing from multiple sheets (count, drilling down, etc.)

Kim H
Kim H ✭✭
edited 12/09/19 in Smartsheet Basics

I've been searching the Community section but am having a hard time finding the exact answer I'm looking for, so I hope someone can help.  I haven't worked with Reports or Dashboards before, so I'm just not sure exactly how to set up my sheets for this new project.

My company is conducting reviews of our office locations a few times a year, so I've set up 13 sheets, one for each office.  The main (not primary) column is a drop-down of 16 Category choices for the issue that the office has to work on - Scheduling, Job Margin, Realization, etc, along with start/end dates, assigned to, status and comments. 

What I need help with is summarizing the information on a dashboard or report or something.  Ideally, I'd like a page where it shows the total number of issues assigned to each category, so Job Margin - 2, DSO - 10, etc., maybe in a chart but it doesn't have to be.  Then you'd click on one of them (like Job Margin - 2) and you would see the detail behind the 2 issues - it'd show the sheet it's on (which has the office name) plus all the other columns.

That way, the team that is keeping track of the issues would be able to have one place where they can view all the job margin issues across all 13 offices, and then drill down to see the detail without having to open all the other sheets.  Is this possible?  If so, if someone could please help point me in the right direction, I can figure out how to do each step by reviewing the documentation on this site.

Thanks in advance for your help!

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