Summary Reports

Mamie Williams

I'm trying to create a summary report. When I select the source, the columns that display are all system columns - they're not the columns from the source. Any advice would be greatly appreciated.

Andrée Starå

Hi Mamie,

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

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Ed Allison

I'm new to Smartsheet, and I'm scratching my head with the same issue. I expected all columns in the source sheet to be available to select in the Summary Report, but only the system defined columns are shown.

Paul Newcome

@Ed Allison

To create a Summary Report, you first need to have Sheet Summary Fields on the sheet(s) being referenced.

If you are trying to create a report based on row data, you would need to create a Row Report.

H.Arsenault

I am having the same issue. Only system columns are available for selection, not the dropdown or text/number columns I would actually like to display in my summary report. Is this maybe an error on the back end of report builder? Shouldn't we be able to select from any of the columns that are actually on the sheets we are trying to summarize?

Genevieve P.

Hi @H.Arsenault

When you go to create a new Report, you will have two different options pop up: Row or Summary.

It sounds like you are looking to create a Row Report. Row Reports look at the data within the body of the sheet, in the rows and columns set up.

A Summary Report is a specific type of report that only looks at the Sheet Summary area window of your sheet (which can be found in the right-hand menu - click here for more on Sheet Summaries).

Please see this article for more information on the two different types of reports:

https://help.smartsheet.com/articles/522214-creating-reports

Ben Taylor

Can I make a suggestion that Summary Reports become more flexible....

• Conditional Formatting
• Bilateral ability to lock / add / delete / edit columns & data (automatically modifying all sheets referenced without having to pull up the sheet's summary page)
• Ability to drag formulas across all sheets referenced and automatically calculate based on the formula for that referenced sheet.
• Comments, Attachments, ... per Sheet

Genevieve P.

Hi @Ben Taylor

Thank you for detailing your suggestions! If you have a moment, please let the Product team know about your feedback by filling in this form, here.

Cheers,

Genevieve