Report Building

Blair Power
edited 12/09/19 in Smartsheet Basics

I am trying to build a report that in the What? section has to contain a certain project number from the project number column but any then I want to be able to find 3 different resource from the project that are checked.  The big project is a Phase, then we have sections of the phase that contain their individual project number, so I want to build a report that will show when 3 different resources are required (boxes checked).  It is no problem with one, but it doesn't work with multiple as what I can see so far is the What? has to be all "and" or all "or" you can't one must contain (like the project number) and anyone one of the three resources.  It seems that if I have 3 resources and the project number I don't get any results because all three of the resources are never required for the one task.  Then I if I select the "or" I get everything that has the project number in the line.  Any help or suggestions?


  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭

    Would you be willing to share a screenshot of the data or some sample data that is set up in the same way so we can see what you're trying to pull a report from? It would help the community identify ways to help.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Blair,

    It's probably possible with a so-called helper column.

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,

    Hope that helps!

    Have a fantastic week!


    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD



    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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