When should we use reports?

edited 06/11/20 in Smartsheet Basics

When should we use reports? i see no need to use reports, I want to know is there any importanve of using reports?


  • Dale Murphy
    Dale Murphy ✭✭✭✭✭✭

    Trick question? 

    Have you ever wanted to publish a view that only showed tasks completed in the past week or month? 

    Or have you ever wanted a group of consumers to see some columns but not all as a view of a worksheet? 

    Have you built any dashboards?


  • yes i have. But how can I use reports in my dashboard?

  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭

    You can actually display a report directly in your Smartsheet dashboard.

    Also, you can publish them as read-only and share links to dynamic, updating reports with your constituents for transparency on processes, timing and the likes. 

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    And if you use a template for multiple projects and want to view the same set of criteria across all of those sheets at the same time such as looking at multiple project plans for all deliverables that are past due and having them in one place.