Report Building

C. Srinidhi Ragunathan

Hello,

I am trying to build a report on Smartsheet using multiple sheets. Each of this sheet has atleast 30 rows.

Is it possible to select rows while building these reports ?

There is an option to choose columns. Howeever, I do not need all the rows present in the sheet.

Is there any way to do the same ?

Thank you

Find more posts tagged with

Reports

Project Management

Comments

Andrée Starå

Hi,

Yes, I do this often when building clients reports that should include top data and similar. I usually add a checkbox column and name it something like "Include in the report" and then include that in the Report Builder.

Would that work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome

I second Andree's suggestion. I do the same thing (except my column name is just "Report" Lol).

Andrée Starå

Haha! It's because I work with clients!

Paul Newcome

Hahaha. Even when I build for others I just use "Report?", but that's also for coworkers who don't care about the details. They just want it to work, so they don't bother to even glance at any of the automations. I generally lock and hide all of those columns because they like to click where they shouldn't. Hahaha

C. Srinidhi Ragunathan

Greetings, There was an option to add rows based certain conditions that could be met.

Thank you for the help.

Regards

Andrée Starå

Excellent!

Happy to help!

Best,

Andrée

Sign in to join the conversation!

Quick Links

Trending discussions

Automated email with number of pending records
Hello, I use Smartsheet in such way that people are asked to provide data on many records and then that data needs to be approved by one other person (always the same person). I would like to set up an automation that, each morning, checks to see if there are records waiting to be approved, and if there are, sends an…
How to Share Single Workspace Folder?
I have a workspace that I created with two subfolders. A user needs to have access to only one of them but when I have that folder selected, I can only share the entire workspace with them. Is there a secret way that I can share the parent folder and ensure that any new files created will be shared with the same people? I…
License Question
I already have a Smartsheet license with my company, but I was recently invited to collaborate on a sheet owned by another group within the same organization. When I accepted, I was told I need to upgrade in order to edit or contribute. Can you please explain why this is required? It seems unreasonable to need multiple…