Sheet Summary Report Builder only shows the system columns

08/20/19 Edited 12/09/19
Accepted

I am trying to create an aggregated view of data from multiple sheets using the "Sheet Summary Report" but when get to the Builder, it only shows the system columns for display. Obviously this is not helpful if I cannot merge together data from columns other than the system columns. Am I doing something wrong? 

ReportBuilder.png

Best Answer

  • Genevieve P.Genevieve P. admin
    Accepted Answer

    Hi @Geoff Baker

    Just to clarify, there are two different types of reports. There's the Row Report which looks at the grid data and rows in your sheet(s), and there's the Sheet Summary Report which only looks at the Sheet Summary field(s) in your sheet(s). You can select which type of report you want to build when creating it for the first time.

    Here are two Help Center articles that go over the different types:

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    It looks like you haven't selected any sources in the "Source Sheets" section or you haven't created any Sheet Summary Fields in the sheets. If you have and it's not working, try to save and open the report again.

    Did it work?

    Hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • edited 08/21/19

    Hi, thanks for the quick response! I do have two sheets selected (please see screenshot). 

    Update: I just re-read your post and realized you mentioned "Sheet Summary Fields". Did not know these existed! I need to look into how they work...

    2019-08-21_11-19-48.png

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    Look here for more info about Sheet Summary: https://help.smartsheet.com/learning-track/smartsheet-intermediate/sheet-summary

    Let me know if you have questions!

    Good luck! 

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • It's a pity Smartsheet changed the Report Builder. It was working fine :(

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @TeeM, They haven't changed it. They only added a new option for the Sheet Summary feature.

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Geoff BakerGeoff Baker ✭✭✭✭✭

    I have been having the exact same issue for the last 1.5 weeks. No help from support as of yet.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Geoff Baker

    Hi Geoff,

    What is your issue, more specifically?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Genevieve P.Genevieve P. admin
    Accepted Answer

    Hi @Geoff Baker

    Just to clarify, there are two different types of reports. There's the Row Report which looks at the grid data and rows in your sheet(s), and there's the Sheet Summary Report which only looks at the Sheet Summary field(s) in your sheet(s). You can select which type of report you want to build when creating it for the first time.

    Here are two Help Center articles that go over the different types:

  • Hi, I am having the same issue where I can only see the 4 system columns. And I have confirmed selecting a sheet in the "Source Sheets" section. I don't know what else is missing. Can you help ? Thanks.

  • Hi @Bee-Eng Ang

    It sounds like you selected Sheet Summary Report instead of selecting Row Report.

    The Sheet Summary Report only looks at the Sheet Summary area of your sheet (and system columns). This is what I mean by that:


    Here's more information about Sheet Summary.

    Row Report looks at the actual rows and columns within your sheet. You'll want to create a fresh, new Report with the right type selected! 🙂See: Build a Row Report with Report Builder

    Cheers,

    Genevieve

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